Use Cases
- Automate email drafting based on Zoom meeting data
- Enhance follow-up communication with clients after Zoom calls
- Streamline data transfer between Zoom and Salesforce
How It Works
Triggers on incoming Zoom data via a webhook Fetches relevant data from Zoom using an HTTP request Generates an email response using OpenAI's language model Sends the drafted email to Salesforce for further action
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the Zoom webhook settings
- 3Set up the OpenAI API key for email drafting
- 4Adjust the Salesforce endpoint for sending emails
- 5Test the workflow to ensure proper functionality
Apps Used
Zoom
OpenAI
Salesforce
Categories
Target Roles
Industries
Tags
#ai content generation
#email automation
#workflow management