Capture Meeting Notes → Store in Notion → Create Follow-up Tasks
Automatically transcribe meetings, save key insights to your personal knowledge base, and generate actionable tasks. Perfect for consultants and project managers who attend multiple client meetings daily.
Workflow Steps
Otter.ai
Transcribe meeting recordings
Set up Otter.ai to automatically join Zoom/Teams meetings or upload audio files. Configure it to identify speakers and generate summaries with key action items highlighted.
Zapier
Extract key insights from transcript
Create a Zap that triggers when Otter.ai completes a transcript. Use Zapier's AI formatter to extract meeting summary, decisions made, and action items from the full transcript.
Notion
Store meeting summary in knowledge base
Configure the Zap to create a new page in your Notion meetings database with the date, attendees, summary, and key decisions. Tag by project or client for easy retrieval.
Todoist
Generate follow-up tasks
Set up the final Zap step to create individual tasks in Todoist for each action item, with due dates and project assignments based on the meeting context.
Workflow Flow
Step 1
Otter.ai
Transcribe meeting recordings
Step 2
Zapier
Extract key insights from transcript
Step 3
Notion
Store meeting summary in knowledge base
Step 4
Todoist
Generate follow-up tasks
Why This Works
This workflow creates a searchable memory system that not only stores information but automatically converts insights into actionable next steps, ensuring nothing falls through the cracks.
Best For
Busy professionals who need to retain and act on information from frequent meetings
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