PRJ-104intermediate6 hours
Build Your Meeting Automation System
Never take meeting notes again—automate summaries and action items
Stop spending 15-30 minutes after every meeting writing up notes. In this 6-hour intensive, you will build an automation that connects to your meeting platform, processes transcripts through AI, extracts action items with owners and deadlines, and delivers professional summaries to your team—automatically. You will test it with a real meeting before you leave.
No dates currently scheduled
Track
PRJ
Level
104
Quick Win
Duration
6 hours
Best Value
Early Bird
$199
Save $50
Guaranteed Deliverable
An automated workflow that connects your calendar and meeting software to deliver summaries and action items post-meeting.
Transform from manually transcribing every meeting to receiving AI-powered summaries in your inbox within 15 minutes of hanging up.
About This Project
Build a complete end-to-end automation that captures meeting recordings, generates AI-powered summaries with action items, and delivers them to your team within minutes of every meeting ending. Leave with a working system, tested with real meetings.
😰
Before
Manual processes, scattered tools, wishing you had a better solution
6h
🚀
After
Working solution, ready to use, built specifically for your needs
Project Agenda
20
Setup Verification
Verify meeting platform, automation platform, and AI tool access
25
Enable Transcription
Configure transcription on your meeting platform and test with sample meeting
30
Connect Automation Trigger
Build the trigger that detects when new transcripts are available
25
Design Summary Prompt
Create and test the AI prompt that transforms transcripts into summaries
35
Configure AI Processing
Connect AI to your automation workflow and map transcript data
50
Action Item Extraction
Set up action item parsing with owners and deadlines
25
What You'll Build
Build an automation that captures every meeting automatically
Generate consistent AI summaries you can actually use
Extract action items with specific owners and due dates
Deliver summaries via email or Slack in under 15 minutes
Everything You'll Take Home
Complete meeting automation workflow (trigger to delivery)
AI prompt optimized for your meeting style
Automatic summary generation with consistent format
Action item tracking with owners and deadlines
Is This Project Right For You?
This IS For You If...
- Executives with back-to-back meetings who need documentation
- Project managers tracking action items across multiple meetings
- Sales teams requiring call documentation for CRM
- Team leads who want accountability through clear action items
- Anyone spending hours on meeting notes they rarely reference
What to Take Next
Build on what you created with these workshops
Ready to Build?
Walk away with a working solution you can use immediately.