Use Cases
- Automatically generate meeting minutes from Microsoft Teams discussions.
- Send structured meeting summaries to Salesforce for better tracking.
- Enhance team collaboration by keeping all members informed of meeting outcomes.
How It Works
Trigger the workflow on incoming data from Microsoft Teams. Fetch relevant meeting data using an HTTP request. Use OpenAI to generate concise meeting minutes from the fetched data. Send the generated minutes to Salesforce for documentation.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Microsoft Teams webhook trigger.
- 3Set up the HTTP request to fetch meeting data.
- 4Adjust the OpenAI parameters for generating meeting minutes.
- 5Specify the Salesforce endpoint for sending the generated minutes.
Apps Used
Microsoft Teams
OpenAI
Salesforce
Categories
Target Roles
Tags
#ai content generation
#process automation
#workflow management