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Trigger: Meeting End Webhook from Read.ai
Workflow starts when a meeting ends and Read.ai sends a webhook.
Split Participants and Filter Emails
Splits participant list and filters out internal/test emails.
Get Lead by Email in Zoho CRM
Checks if any participant is a lead in Zoho CRM.
Send Meeting Summary to Teams
Posts meeting summary, action items, and participants to a Microsoft Teams chat.
If Lead Exists, Add Meeting Note in Zoho CRM
If a participant is a lead, adds the meeting summary and action items as a note in Zoho CRM.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Webhook | On Meeting End |
Streamline Your Order Process with Automation
Automated Meeting Documentation
Instantly shares meeting summaries and action items with your team.
1
2
CRM Integration
Links meeting notes to CRM leads for better follow-up.
Saves Time
Eliminates manual copy-paste of meeting notes.
3
1
Automated Meeting Documentation
Instantly shares meeting summaries and action items with your team.
2
CRM Integration
Links meeting notes to CRM leads for better follow-up.
3
Saves Time
Eliminates manual copy-paste of meeting notes.
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Frequently Asked Questions
Common questions about this automation template.
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