Automated Meeting Summary & Client Notification Workflow

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This n8n workflow automates the process of managing meeting assets and keeping clients informed. It triggers when a specific email with meeting details arrives in Gmail. The workflow extracts important information from the email, such as session type, client name, date and time, duration, recording link, and summaries. It then searches for the client in Airtable to retrieve their contact details. Next, it sends a personalized email to the client with the session overview and recording link. Finally, it logs the session details into Airtable, linking it to the client’s record. This workflow is ideal for service providers, consultants, or teams that conduct meetings, ensuring seamless documentation, client communication, and record management without manual intervention.

Node Count

6 – 10 Nodes

Nodes Used

function, gmail, gmailTrigger, httpRequest, if, stickyNote

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