Automating Your Meeting Notes In Your CRM With Airtable & Lindy AI! (Step By Step)

Video Description

📞 Need help with AI & automation? Book a 1:1 clarity call with me → https://cal.com/samwilco/aiclarity 📥 Download templates and join the Automation Architects community → https://natural.agency/#community ---- 🔄 Automating Meeting Data Collection in Airtable CRM | Effortless Business Organisation In this comprehensive tutorial, I show you how to fully automate your meeting data collection by integrating your Airtable CRM with Google Calendar and AI-powered meeting notes. Learn how to build a seamless system that captures meeting recordings, transcripts, summaries, and sentiment analysis—all without lifting a finger. Perfect for business owners looking to enhance their customer relationship management with advanced automation. 🎯 What you'll learn: - How to synchronise Google Calendar events with your Airtable CRM - Setting up automations to track new, updated, and cancelled meetings - Implementing Lindy.ai as an AI meeting note taker - Building custom workflows to transcribe and summarise meetings - Creating a searchable meeting database with sentiment analysis - Setting up Slack integration for easy access to meeting summaries - How to chat with an AI about past meeting content This system helps you maintain comprehensive meeting records without the manual work, giving you valuable insights into client interactions and internal discussions while saving hours of admin time each week. 🔗 USEFUL LINKS: See my previous video on One-Click Proposals: https://youtu.be/lQnNj50OPGE Visit my website: https://natural.agency/ai-automation-agency Twitter/X: https://x.com/_samwilco LinkedIn: https://www.linkedin.com/in/samwilco/ CHAPTERS: 00:00 Introduction and Overview 01:06 Setting Up Airtable for Meeting Data 03:49 Creating Automations in Airtable 04:21 Building the Google Calendar Integration 09:03 Handling Meeting Updates and Cancellations 15:40 Integrating Lindy AI for Meeting Notes 18:08 Customizing Lindy AI for Your Needs 25:53 Testing and Finalizing the Setup 32:17 Conclusion and Next Steps