HR, Training & Resource ManagementPurpose
1.2. Automatedly ensure all team members, HR, and stakeholders receive summary, action items, and follow-ups without manual intervention.
1.3. Improve accountability by automating assignment reviews, next-step notifications, and progress transparency within resource management.
1.4. Automate reminders for pending action items and highlight key decisions or compliance updates relevant in restoration service operations.
Trigger Conditions
2.2. Manual trigger: Meeting organizer uploads minutes or audio file to selected folder/platform.
2.3. Calendar integration: Trigger when calendar event with keyword “Weekly Team Meeting” ends.
2.4. Attendance tracker: Automated trigger if meeting quorum or majority attended.
Platform Variants (Twenty)
• Feature/Setting: Automate fetching meeting transcript via Teams Graph API /ExportTranscript; schedule summary delivery in Teams channel using Teams Messaging API.
3.2. Slack
• Feature/Setting: Automate via Slack Events API ("message.channels") and Slack Web API (chat.postMessage) to share automated summaries.
3.3. Google Workspace
• Feature/Setting: Automate Google Meet transcript capture using Apps Script and Gmail API for summary emailing.
3.4. Zoom
• Feature/Setting: Use Zoom API (GET /meetings/{meetingId}/transcript) for transcript capture and automate summary notifications via Zoom Chat Messages API.
3.5. Outlook
• Feature/Setting: Automate email reminders and summary distribution via Outlook Mail REST API (sendMail).
3.6. Trello
• Feature/Setting: Automate card creation with summary highlights using Trello REST API (POST /cards).
3.7. Asana
• Feature/Setting: Automate summary as new task using Asana API (POST /tasks) and auto-assign responsibility.
3.8. Monday.com
• Feature/Setting: Use Monday GraphQL API to automate item and update creation for weekly summaries and tasks.
3.9. Notion
• Feature/Setting: Automate creation of new page or update database with summaries via Notion API (POST /pages).
3.10. Google Drive
• Feature/Setting: Automate storing of generated summaries via Drive API (files.create) and manage distribution links.
3.11. OneDrive
• Feature/Setting: Automate file upload and permissions for summary documents via OneDrive API (upload.create).
3.12. Dropbox
• Feature/Setting: Automate summary uploads using Dropbox API (files/upload) and shared links (sharing/create_shared_link).
3.13. Evernote
• Feature/Setting: Automate creation of meeting note via Evernote API (noteStore.createNote).
3.14. Jira
• Feature/Setting: Automate ticket creation for action items using Jira API (/rest/api/3/issue).
3.15. Google Calendar
• Feature/Setting: Automate follow-up scheduling using Calendar API (events.insert).
3.16. Confluence
• Feature/Setting: Automate posting meeting summaries to Confluence spaces via REST API (POST /content).
3.17. Zendesk
• Feature/Setting: Automate support ticket creation for unresolved actions using Zendesk API (POST /tickets).
3.18. Salesforce
• Feature/Setting: Automate logging meeting notes as tasks or events using Salesforce REST API (/services/data/vXX.0/sobjects/Task/).
3.19. Airtable
• Feature/Setting: Automate adding rows for meeting summaries using Airtable API (POST /v0/{baseId}/{tableName}).
3.20. Webhooks
• Feature/Setting: Use generic webhooks to push summary data to custom apps, ERP, or HRM systems for custom automation.
Benefits
4.2. Automatedly ensure meeting outcomes are documented and distributed—nothing missed.
4.3. Accelerate follow-up actions via integration with project management and HR tools.
4.4. Improve compliance, training outcomes, and knowledge retention through structured, recurring automation.
4.5. Automating these flows increases operational transparency and reduces manual errors in building restoration teams.