Use Cases
- Automatically create sales deals from Zoom meeting summaries.
- Enhance sales tracking by integrating meeting insights into Pipedrive.
- Utilize AI to analyze meeting discussions for potential sales opportunities.
How It Works
Scheduled trigger initiates the workflow every 30 minutes. Meeting summaries are captured from Zoom. OpenAI analyzes the summaries to identify sales potential. New deals are created in Pipedrive based on the analysis.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Schedule Trigger for your desired interval.
- 3Connect your Zoom account to capture meeting summaries.
- 4Set up OpenAI with the appropriate model and prompt.
- 5Link your Pipedrive account for deal creation.
Apps Used
Zoom
OpenAI
Pipedrive
Categories
Target Roles
Tags
#ai content generation
#process automation
#workflow management