Summarize meeting transcripts with custom prompts

SmartSuite

OpenAI

Google Drive

Created by

Blessing Richardson

Founder

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

Steps in this workflow

Record changed

Run custom JavaScript code

Update record

Find file(s)

Convert PDF to text

Qualification/Pitch

Path B

Path rules

sally_bot

Pick a prompt set -

Summarize with GPT-4o-mini

Extract with GPT-4o

Update record

Rename file

Path B

Path rules

Recording ID

Create text variable

Rename file

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

Record changed

App SmartSuite

Trigger Record changed

Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.

Documentation

descriptionTriggers 101

smart_displayHow To Set Up A Trigger - Tutorial

Run custom JavaScript code

Documentation

descriptionActions 101

Update record

AppSmartSuite

Documentation

descriptionActions 101

Find file(s)

AppGoogle Drive

Documentation

descriptionActions 101

Convert PDF to text

Documentation

descriptionActions 101

Paths

Qualification/Pitch

Path B

This path will be taken when the rules below match.

Relay.app screenshot of: Path: Qualification/Pitch

Paths make it super easy to create complex, multi-outcome workflows.

Documentation

descriptionFlow control: paths

sally_bot

AppSmartSuite

Documentation

descriptionActions 101

Pick a prompt set -

AppOpenAI

Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.

Documentation

descriptionAI steps

descriptionPrompt tips

Summarize with GPT-4o-mini

AppOpenAI

Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.

Documentation

descriptionAI steps

descriptionPrompt tips

Extract with GPT-4o

AppOpenAI

Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.

Documentation

descriptionAI steps

descriptionPrompt tips

Update record

AppSmartSuite

Documentation

descriptionActions 101

Paths

Rename file

Path B

This path will be taken when the rules below match.

Relay.app screenshot of: Path: Rename file

Paths make it super easy to create complex, multi-outcome workflows.

Documentation

descriptionFlow control: paths

Recording ID

Documentation

descriptionActions 101

Create text variable

Documentation

descriptionActions 101

Rename file

AppGoogle Drive

Documentation

descriptionActions 101

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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Summarize meeting transcripts with custom prompts