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Summarize meeting transcripts with custom prompts

Summarize meeting transcripts with custom prompts

Relay.app screenshot of: Summarize meeting transcripts with custom prompts

Relay.app screenshot of: Summarize meeting transcripts with custom prompts

Relay.app screenshot of: Summarize meeting transcripts with custom prompts

Relay.app screenshot of: Summarize meeting transcripts with custom prompts

Relay.app screenshot of: Summarize meeting transcripts with custom prompts

Blessing Richardson

Founder

Summarize meeting transcripts from SmartSuite with custom prompts based on meeting type.

Steps in this workflow

1

Record changed

2

Run custom JavaScript code

3

Update record

4

Find file(s)

5

Convert PDF to text

Qualification/Pitch

Path B

Path rules

6

sally_bot

7

Pick a prompt set -

8

Summarize with GPT-4o-mini

9

Extract with GPT-4o

10

Update record

Rename file

Path B

Path rules

12

Recording ID

13

Create text variable

14

Rename file

Author picture (Blessing Richardson)

I am the Founder of Sayla, where I empower online businesses with small and mighty teams to turn their expertise and business processes into custom apps and micro-tools.

I use Relay.app to gain deeper insights into my clients' needs and streamline processes across the board. For example, during discovery and sales calls, Relay.app allows me to analyze meeting transcripts using tailored prompts that best fit each type of conversation—whether it’s a pitch, strategy session, or follow-up.

I've tried setting up similar workflows on other platforms, but Relay.app stands out for how effortlessly it allows me to build and customize powerful, AI-driven workflows for both my business and my clients.

Blessing Richardson

Founder

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