Use Cases
- Automatically capture key decisions from Zoom meetings.
- Integrate Zoom meeting data with Salesforce for better tracking.
- Reduce manual data entry by automating decision documentation.
How It Works
Trigger the workflow with an incoming Zoom webhook. Fetch meeting data from Zoom using an HTTP request. Utilize AI to extract key decisions from the fetched data. Send the extracted decisions to Salesforce via an HTTP request.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Zoom webhook with the appropriate settings.
- 3Set up the HTTP request parameters for fetching Zoom data.
- 4Adjust the AI parameters for decision extraction as needed.
- 5Configure the Salesforce HTTP request for sending data.
Apps Used
Zoom
Salesforce
OpenAI
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation