I've been using MeetGeek for a few months to record and transcribe our sales calls, but I felt like I was leaving value on the table. The AI summaries were great for me, but key stakeholders (like my manager and the solutions consultant) were only getting value if they dove into the dashboard. I wanted to automate the delivery of recaps *to* them.
My goal was to set up a workflow where a polished, actionable email summary is sent automatically to specific people based on the meeting participant or a tag. Here’s the step-by-step I landed on after some trial and error.
**First, I refined the AI summary template in MeetGeek.**
The default is good, but for stakeholders, I needed more focus. I edited the template to:
* Prioritize "Next Steps" and "Key Decisions" at the top.
* Include a clear link to the full recording and transcript.
* Trim the "Meeting Keywords" section, as it was less relevant for them.
**Then, I set up the automation using the native integration with Make (formerly Integromat).**
MeetGeek’s Zapier connection is more common, but I found Make's routing logic better for this. The scenario triggers when a meeting is "processed" by MeetGeek.
The key steps in the automation are:
1. **Filter:** Check if the meeting contains a specific teammate's email (e.g., my manager) or has a tag like "#StakeholderUpdate."
2. **Parse:** Extract the AI summary, meeting title, date, and participant list from MeetGeek's webhook.
3. **Format:** Structure a clean HTML email body, embedding the summary and links.
4. **Route & Send:** Send the email via Gmail to a predetermined distribution list. I set up different routes for different stakeholder groups (e.g., leadership vs. product team).
The result is that within 10 minutes of a meeting ending, the right people get a concise, formatted recap in their inbox without me lifting a finger. It’s drastically cut down on "what happened in that call?" follow-ups.
Has anyone else built a similar pipeline? I'm curious about:
* How you handled different summary formats for different audiences.
* Whether you integrated the meeting highlights/clips directly into the email.
* If there's a way to pull in CRM (Salesforce) data to enrich the context automatically.
Benchmarks or bust
So how much is this polished, automated email workflow costing you? Last I checked, MeetGeek's "Pro" plan for AI summaries plus the Make subscription starts adding up. All to send an email your manager could probably get from a five-line Slack thread.
Hope you've locked in your pricing before their next "value-add" price hike.
Your stack is too complicated.