Operations

Meeting Summary

Every call becomes an actionable document.

Otter.aiClaude AINotion

The problem

You finish calls with notes scattered everywhere and action items that get lost.

Taking notes during a meeting splits your attention. After the call, turning raw notes into a clean summary takes another 20 minutes. Action items get buried. Things get forgotten.

How it works

Step by step.

We handle the entire setup. Here's exactly what happens under the hood once it's live.

Otter.ai records your call

You run Otter.ai during any meeting, Zoom, Google Meet, or in person. It transcribes everything in real time.

Transcript emailed to trigger

After the meeting, Otter.ai sends the transcript to a dedicated email address. Zapier detects this email and extracts the transcript text.

Claude processes the content

Claude reads the full transcript and produces: a 3-line executive summary, key decisions made, and a numbered list of action items with owner and deadline.

Saved to Notion

A new page is created in your Notion meeting log, titled with the date and meeting name, formatted and ready to share with participants.

What connects

The tools involved.

Everything works with software you already use. No new platforms to learn.

Otter.ai

Records and transcribes your calls automatically.

How to connect

Account connected via email

Claude AI

Reads the transcript and extracts summary, decisions, and action items.

How to connect

API key in Zapier

Notion

Where the clean meeting notes are saved and organised.

How to connect

OAuth via Notion login

Demo

See it in action.

A short walkthrough of this automation running live.

Demo video coming soon

Included in

Available from the Business plan.

This automation is included in Business and above. Setup is handled entirely by our team · Also included in Premium.

Business

and above

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