Automatically send meeting notes and action items to Slack
February 6, 2024
In this guide, we'll show you how to automatically share meeting notes and action items in Slack after your Zoom, Google Meet, Microsoft Teams, or even in-person meeting ends, making sure your team is aware of what was discussed and who will be doing what.
This is actually pretty straightforward to do with workflows in Circleback, let's get started.
Login to Circleback. Don't worry if you don't have an account yet, it takes about 2 minutes to create one.
Go to Workflows from the navigation menu on the left.
Create a workflow.
By default, the workflow will run after every meeting. If you'd like, you can choose to have it run after meetings with certain tags or participants. Choose the relevant filters and continue. You can always update this later.
Select Send notes to Slack.
If you haven't yet, connect the Slack workspace you want to send your notes to.
Once you've connected your workspace, select the Slack channel you want Circleback to automatically the send the notes to. If you're looking to send notes to private channel, you'll need to add the Circleback Slack bot to the channel first. You can do this by typing @Circleback in the channel and inviting Circleback.
Toggle on what meeting notes and/or action items and select Done.
Select End the workflow.
Give your workflow a name at the top and press Create in the top right.
That's it! Next time you use Circleback in a meeting, the notes and action items will be sent to the Slack channel you chose once the meeting is over. You can set up multiple workflows if you'd like to send notes for different types of meetings to different channels.
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