Spinach AI now integrates seamlessly with Zapier, allowing you to automate your post-meeting workflows. This integration enables you to connect Spinach AI with over 7,000+ apps, creating powerful automations triggered by the completion of your meetings.
What You Can Do with Spinach AI and Zapier:
Automatically create tasks in your project management tool based on meeting action items
Send meeting summaries to your team's communication channels (e.g., Slack, Microsoft Teams)
Update CRM records with meeting notes and outcomes
Create calendar events for follow-up meetings
Log meeting details in spreadsheets for reporting and analysis
How to Integrate Spinach AI with Zapier:
Log in to your Zapier account (or create one if you haven't already - You can get 14 days free trial of multi use zaps, or 100 zaps a month for free for 2 steps)
Click on "Create Zap" in the top-left corner of your Zapier dashboard.
Search for "Spinach AI" in the app search bar and select it as your trigger app.
Choose "Meeting Complete" as the trigger event.
Click on "Connect Account" to authenticate Spinach AI with Zapier.
You'll be prompted to enter your API key and email address.
To find your API key, log in to your Spinach AI account and navigate to Settings > Automation > Zapier > Display API Key.
Copy your API key and email address, then paste them into the respective fields in Zapier.
Click "Yes, Continue" to complete the authentication process.
Available Trigger Data: When a meeting is completed, Spinach AI sends the following data to Zapier:
Meeting details (title, date, duration)
Participants (internal and external)
AI-generated meeting summary
Action items
Full transcript
A few example Zaps:
Update CRM Contact with Meeting Information
Trigger: Spinach AI - Meeting Complete Step 1: Lookup Contact in CRM Step 2: Update CRM Contact Step 3: Create Note in CRM
Trigger: When a meeting is completed in Spinach AI
Use the "Find Contact" action in your CRM app (e.g., Salesforce, HubSpot) to look up the external participant's email
If the contact exists, use the "Update Contact" action to add meeting details:
Add meeting date to a custom field
Update "Last Contacted" date
Use the "Create Note" action to add a note to the contact:
Title: "Meeting Summary: [Meeting Title]"
Content: Include AI-generated summary and action items
2. Create Tickets from Meeting Action Items
Trigger: Spinach AI - Meeting Complete Step 1: Parse Action Items Step 2: Create Tickets
Trigger: When a meeting is completed in Spinach AI
Use a Formatter step to split the action items into individual items
Use a Looping action to iterate through each action item
For each action item, create a ticket in your project management tool (e.g., Jira, Asana, Trello):
Title:[title]
Description: [context]
Assignee: [Action Items Users Username]
3. Generate GPT Summary from Transcript
Trigger: Spinach AI - Meeting Complete Step 1: Extract Transcript Step 2: Summarize with GPT Step 3: Send Summary
Detailed Steps:
Trigger: When a meeting is completed in Spinach AI
Use a Formatter step to extract the full transcript from the Spinach AI data
Use the OpenAI GPT-3 app in Zapier to generate a summary:
Prompt: "Summarize the following meeting transcript in 3-5 key points: [Transcript]"
Model: Choose appropriate GPT model (e.g., GPT-4o)
Max Tokens: Set an appropriate limit (e.g., 4000)
Send the generated summary to a communication tool (e.g., Slack, Microsoft Teams):
Channel: Choose appropriate channel or user
Message: "GPT-generated summary for [Meeting Title]:\n[Generated Summary]"
Best Practices:
Start Simple: Begin with basic Zaps and gradually build more complex workflows as you become familiar with the integration.
Use Filters: Implement Zapier filters to trigger actions only for specific types of meetings or based on certain criteria (e.g., meetings longer than 30 minutes).
Test Thoroughly: Always test your Zaps with sample data before activating them to ensure they work as expected.
Monitor Usage: Keep an eye on your Zapier task usage to avoid hitting limits on your plan.
Update Regularly: Periodically review and update your Zaps to ensure they align with your evolving workflow needs.
Leverage Templates: Explore Zapier's template library for pre-built Spinach AI integrations to get started quickly.
Conclusion: By integrating Spinach AI with Zapier, you can significantly streamline your post-meeting processes, saving time and ensuring important information and action items are properly distributed and acted upon. Start exploring the possibilities today and take your meeting productivity to the next level!
Need Help? If you encounter any issues or have questions about the Spinach AI Zapier integration, please contact our support team at support@spinach.ai