Automatic meeting notes pushed to your CRM

As soon as the Google Meet transcript is ready, the agent writes the minutes, extracts action items and adds them to the client record in your CRM.

L2 semi-autonomousVerified sourceBased on official documentation we checked; not tested by us yet. · updated 16/10/2026

Difficulty: Intermediate
Setup time: 2 h
Estimated cost: €0–20/month
Category: Small business & freelancers

⏱ Trigger

New Meet transcript in Google Drive (event)

✋ Human approval

The recap for the client stays a draft for you to approve.

→ Output

Note + tasks in HubSpot

Autonomy level 2 — Semi-autonomous (approval): Runs on its own but waits for your approval before anything sensitive.

01Connected tools

02What the agent does on its own

step 01

Detects the meeting transcript.

step 02

Writes minutes (decisions, actions, deadlines).

step 03

Finds the contact in HubSpot.

step 04

Adds the note, creates tasks and sends you the recap.

03Agent instructions

$ instructions.txt · replace the {VARIABLES}

> From this transcript: {TRANSCRIPT}, write minutes in 3 parts (decisions, actions with owner and date, open points). Do not invent any decision not in the text.

04Limits and legal points

Tell participants the meeting is recorded/transcribed. Personal data: check your LLM provider's data-processing terms (GDPR) and send it as little as possible.