- Automatically capture decisions made in Microsoft Teams meetings.
- Integrate key meeting insights directly into Salesforce for better tracking.
- Enhance collaboration by keeping all team members informed of important decisions.
Triggers on incoming data from Microsoft Teams via a webhook. Fetches relevant meeting data using an HTTP request. Utilizes AI to extract key decisions from the fetched data. Sends the extracted decisions to Salesforce for record-keeping. Handles errors by notifying the team through Slack.
- 1Import the workflow template into n8n.
- 2Configure the Microsoft Teams webhook URL.
- 3Set up the Salesforce endpoint for data submission.
- 4Adjust any AI parameters as needed for decision extraction.
- 5Test the workflow to ensure proper functionality.