Use Cases
- Automatically capture key decisions from team meetings in Microsoft Teams.
- Streamline data entry into CRM systems by automating decision tracking.
- Enhance team collaboration by ensuring important decisions are documented.
- Reduce manual effort in recording meeting outcomes and action items.
How It Works
Triggers on incoming data from Microsoft Teams via a webhook. Fetches relevant conversation data from Microsoft Teams. Uses AI to analyze and extract key decisions from the fetched data. Sends the extracted decisions to a designated CRM for record-keeping.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the webhook URL for Microsoft Teams integration.
- 3Set up the CRM endpoint for data submission.
- 4Test the workflow to ensure proper data flow and decision extraction.
Apps Used
Microsoft Teams
OpenAI
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications