AI Agent for Meeting Summaries

Introduction

Managing meetings and project notes can be time-consuming, especially when juggling multiple tasks. What if you could use a single AI-powered assistant to simplify capturing meeting highlights and organizing your notes? Assista connects with popular apps like Zoom and Notion to help you create insightful meeting summaries and maintain up-to-date project documentation without extra effort. Let’s explore how it works and what you can accomplish.

What Can You Achieve with This AI Agent?

• ✔️ Capture clear, concise meeting summaries directly from Zoom recordings or transcripts.
• ✔️ Organize and update project notes automatically in Notion based on meeting outcomes.
• ✔️ Reduce manual note-taking and improve accuracy by leveraging AI assistance.
• ✔️ Access instant summaries or detailed action points through simple chat commands.
• ✔️ Combine insights across Zoom and Notion to keep your team aligned and informed at all times.

Workflow Examples Using Zoom and Notion with Assista

1. Generate a Meeting Summary and Update Project Notes

Use Case

You just finished a Zoom meeting and want to quickly summarize key points and update your project documentation in Notion.

Workflow

• Zoom: Retrieves the meeting transcript or recording.
• AI Agent: Analyzes the transcript and creates a concise summary.
• Notion: Adds the summary to the relevant project page or database.

Result

The meeting summary becomes readily available in Notion, giving you and your team quick access to decisions and next steps without sifting through long recordings.

Prompt Draft

“Summarize the key points from the attached Zoom transcript and update the Notion project page titled 'Product Launch' with the summary and action items.”

Benefits

✔️ Save time by avoiding manual note-taking.
✔️ Keep project documentation current and accurate.
✔️ Easily share summaries with stakeholders through Notion.

2. Create Task Lists from Meeting Discussions

Use Case

During a Zoom meeting, several tasks are assigned, and you want them automatically added as checklists in Notion for tracking.

Workflow

• Zoom: Provides meeting transcript.
• AI Agent: Extracts tasks from the conversation.
• Notion: Inserts tasks as checklist items into the designated project page.

Result

The task list is updated with clear assignments in Notion, ready for you and your team to act on.

Prompt Draft

“From this Zoom transcript, identify all assigned tasks and add them as checklist items to the 'Marketing Campaign' page in Notion.”

Benefits

✔️ Automatically capture action items discussed in meetings.
✔️ Ensure accountability with organized task lists.
✔️ Reduce risk of overlooking important responsibilities.

3. Review Past Meetings and Extract Decisions

Use Case

You want to review decisions made across multiple Zoom meetings and consolidate them into Notion for easy reference.

Workflow

• Zoom: Supplies transcripts from selected meetings.
• AI Agent: Extracts and summarizes decisions from transcripts.
• Notion: Compiles these into a dedicated 'Decisions Log' page.

Result

You have a centralized record of all decisions, simplifying follow-ups and progress checks.

Prompt Draft

“Analyze these Zoom transcripts and summarize all decisions made. Compile them into the Notion page named 'Decisions Log.'”

Benefits

✔️ Easily access historical decisions at any time.
✔️ Improve transparency and team alignment.
✔️ Facilitate better planning based on past commitments.

By combining Zoom’s meeting data with Notion’s organizational power, Assista helps you save time and stay focused on what matters. With no coding or complex setup, you can trigger these workflows as needed and keep your projects moving forward effectively.