🤝 Create & send client session summaries from Zoom meetings via Gmail and Airtable

⚡ 164 views · 🤝 CRM & Sales Operations

Description

Description

Whenever a Zoom “Meeting assets” email arrives in your Gmail inbox, this workflow will:

1. Trigger on new Gmail messages filtered by the subject “Meeting assets”.

2. Extract from the email (HTML or plain text):

3. Type of session (e.g. “1 hour”, “2 hours”, or “exploratory call”).

   • Client’s full name.
   • Session date & time (from the GMT… timestamp).
   • Duration (HH:MM:SS).
   • Recording link.
   • Quick summary.
   • Detailed summary.
   • List of next steps.

4. Lookup the client in your Master Airtable base, table People, by full name.

5. Send a personalized Gmail to the client with all extracted details.

6. Create a new record in your Sessions table in Airtable, linking back to that client.

Quick Start

1. Import this JSON into n8n as a new workflow.
2. Connect your Gmail credentials (OAuth2).
3. Connect your Airtable credentials (Personal Access Token).
4. In the Search Records node:
5. Base → your Master base ID.
6. Table → “Your people table”.
7. Filter By Formula → ={Full Name} = ’{{ $json.clientName }}’.
8. In the Create Record node: Table → “Sessions”.
9. Map each field (dateTime, duration, summaries, next steps, client link).
10. Activate the workflow.

Prerequisites

- n8n v1.50 or higher
- A Gmail account with OAuth2 credentials configured
- An Airtable base containing:
- Table People with a Full Name field (and email).
- Table Sessions with fields: DateTime, Duration, Quick Summary, Detailed Summary, Next Steps, and a Linked Record to People.
- An Airtable Personal Access Token with read/write access to that base.

Tips & Extensions

• Timezone conversion: Use a Function node with moment-timezone to convert UTC if needed.

• Error handling: Add a catch node to log or notify if any field fails to parse.

• Alternate notifications: Swap the Gmail node for Slack, Microsoft Teams, or SMS integrations.

• With this documentation, your team can import and deploy the workflow in minutes.

Enjoy!

🔗 Nodes Used

Function, HTTP Request, Gmail, Gmail Trigger

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup