Workflow · Sales
Meeting ended → check the notes and send the follow-up
When Era has written a meeting’s notes, the person whose meeting it was gets a task to check them and approve the follow-up email.
2 steps · 2 apps- TriggerA meeting ended and its notes are ready: summary, decisions, action items, follow-up draftMeetings
- 1ActionCreate a taskTasks
- DoneLogged in the run history
How it works
2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Meetings
A meeting ended and its notes are ready: summary, decisions, action items, follow-up draft
The flow starts the moment this happens in Meetings — nobody needs to press a button.
- 2
Action · Tasks
Create a task
A task with its description is opened for someone on your team; it shows in the task list and notifications.
Apps it uses
- Meetings
- Tasks
To run it
- Modules switched on: Meetings, Era
- Picking it in Era and looking it over once
Similar templates
Start with Meeting ended → check the notes and send the follow-up
Runs on your own Claude or ChatGPT subscription, or your API key.