Purpose
Workflows give you a dedicated space to design how your meeting transcripts turn into results. Instead of leaving your notes scattered or unused, a workflow transforms them into insights, summaries, and updates your team can actually use.
Core Benefits
With workflows, you can:
Automate post-meeting tasks so nothing falls through the cracks.
Share actionable insights instantly with your team.
Integrate with your tools like Slack, Notion, or HubSpot to keep everything connected.
Examples in Action
Here’s how workflows show up in real life:
A manager shares transcripts automatically to Slack, keeping the team in sync without extra effort.
A project lead uses AI quick prompts to generate action items right after a meeting.
A recruiter writes a custom AI prompt to draft interview feedback tailored to their process.
📌 These are just previews. You’ll dive deeper into hands-on guides in the next lessons.
Next Steps
When you’re ready to create your first workflow:
Go to
My Workflowsand clickNew Workflow.Choose whether to build from scratch or start with a suggested template (like Write a detailed summary and add to Space).
📌 We recommend starting with a template — it’s the fastest way to see automation in action.
For Later
If you’d like extra reference material, check out:
And don’t miss the other lesson:
