Build a Zapier workflow that automatically triggers on new calendar events, fetches customer data, uses Google's Gemini to summarize it, and delivers a complete brief to your meeting notes in Coda.
with Claire Vo
Create a new Zap that triggers whenever a specific new event, such as a 'customer interview', is added to your Google Calendar.
Add an action step to your Zap that takes the meeting guest's email address and queries an internal lookup tool (e.g., built on Databricks) for their company's usage data and history. Convert the output file (e.g., HTML) to a processable format.
Pass the prepared data file to a step using the Google Gemini model. This model is highly effective at processing files and will generate a crisp summary of the key information.
Add a final action to the Zap that takes the AI-generated summary and appends it to the Coda page dedicated to that specific customer interview, ensuring you are fully prepared before the call.
Create a virtuous cycle with Zapier that analyzes support conversations, suggests new FAQs for a knowledge base, and uses a human-in-the-loop step to ensure quality and continuously improve an internal chatbot.
Use Claude Projects to provide detailed instructions and a Zapier MCP toolset to automatically update your CRM (like Coda or HubSpot) from meeting transcripts, saving you valuable time on manual data entry.
Go beyond simple UI and learn a process for building complex applications like a 3D AI chess game. This advanced workflow covers generating 3D code, streaming AI thoughts, and a unique meta-workflow for debugging AI-generated code.
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