In this workshop, I demonstrate how to automate custom meeting reports using AI and make.com. I walk people through the process of creating a workflow that takes a meeting transcript submitted via a Jotform, processes it with OpenAI’s GPT 4o model using a custom prompt, and generates a summarized report in a Google Doc. The automation also creates a draft email with the summary and a link to the full report.
I cover various aspects of using make.com, including connecting different apps, troubleshooting errors, and best practices for naming modules and organizing workflows. He emphasizes the power of integrating AI into automation processes and how it can significantly enhance productivity and efficiency in business operations. The workshop concludes insights into more advanced AI applications and other potential use cases for similar
NOTE: You’ll need to have these accounts to complete the workshop:
- Make.com
- JotForm.com
- OpenAI (You’ll need to add $5 of credit to get started, but this goes a LONG way)
- For email to work you’ll need Google Workspace, Microsoft 365, or your SMTP login info from your web host. (Free gmail does not work.) NOTE: if you don’t have any of these then you’ll need to add the image to a Google Drive folder, or come up with another solution. automation workflows.
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