AI Agent for Project Management and Meetings with Airtable and Fireflies
This workflow aims to optimize project management and post-meeting task handling by automatically capturing meeting recordings and transcribing them into text. It utilizes AI for intelligent analysis to generate specific tasks, which are then recorded in an Airtable database. Additionally, it automatically sends meeting summaries and task notification emails to relevant clients and schedules follow-up meetings when necessary, effectively enhancing team collaboration efficiency and project advancement speed, ensuring that each action item is accurately captured and executed in a timely manner.
Workflow Name
AI Agent for Project Management and Meetings with Airtable and Fireflies
Key Features and Highlights
- Automatically captures and processes meeting recording transcripts
- Utilizes AI to intelligently analyze meeting content, automatically generating specific tasks and creating them in the Airtable database
- Automatically sends meeting summaries and task notification emails to relevant clients
- Schedules follow-up conference calls in Google Calendar as needed
- Integrates Fireflies recording platform, OpenAI GPT-4 language model, Airtable, Gmail, and Google Calendar for efficient and seamless meeting task management
Core Problems Addressed
Traditional post-meeting task management often suffers from omissions and low execution efficiency, leading to untimely follow-ups or unclear responsibilities. This workflow automates the processing of meeting content to ensure every action item is accurately captured, tasks are generated, and relevant personnel are promptly notified, significantly enhancing team collaboration and project progress efficiency.
Use Cases
- Automated task assignment from project management meetings
- Task tracking and reminders after client meetings
- Automated meeting minutes processing for remote team collaboration
- Any enterprise or team needing to quickly convert meeting content into actionable plans
Main Process Steps
- Webhook Trigger: Listens for Fireflies meeting recording completion events
- Retrieve Meeting Content: Fetches meeting transcript text and participant information via Fireflies GraphQL API
- AI Intelligent Analysis: Uses OpenAI GPT-4 to analyze meeting content, identifying project-related discussions and action items
- Task Creation: Generates detailed tasks based on AI analysis and writes them into the Airtable task table
- Client Notification: Automatically sends personalized emails informing clients of their respective tasks and meeting summaries
- Schedule Follow-up Meeting: Automatically creates Google Calendar events with Google Meet links for follow-up calls if needed
Involved Systems and Services
- Fireflies.ai: Meeting recording and transcription service
- OpenAI GPT-4: Natural language understanding and task generation
- Airtable: Task database management
- Gmail: Task notification email delivery
- Google Calendar: Automatic creation of follow-up meeting events
- n8n: Workflow automation platform
Target Users and Value
Ideal for project managers, team leaders, account managers, and any professionals who require efficient management of meeting action items and task assignments. This workflow leverages intelligent automation to save time spent on manual meeting minute compilation and task delegation, prevents important work from being overlooked, and enhances team execution capability and client satisfaction.