How to automatically summarize your Calendly meeting notes with OpenAI
Create your playbook and set the Calendly trigger as "Event ended"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook
To set up this playbook, click "Add trigger" and then select "Event ended" under Calendly. Then, select the necessary details. This will allow your playbook to automatically detect each ended event in Calendly and initiate necessary actions.
If this is your first time using a Calendly integration in Relay.app, a prompt will guide you through the connection process.
Add the "Prompt GPT-4o" in OpenAI automation
Integrate the OpenAI automation into your playbook to ensure the prompt summarization of the Calendly meeting notes with AI whenever an event has ended in Calendly.
Click the "Add step" button, then locate the "Prompt GPT-4o" automation for OpenAI and input the mandatory and relevant details.
If your OpenAI account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your OpenAI account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate summarizing the meeting notes via AI. Once turned on, it will respond whenever an event ended in Calendly by summarizing the meeting notes using ChatGPT without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.
What will you automate?
