The instructions below assume you have already completed the setup steps described in Webhook Automations with Claap > Webhook setup
1. Generate Follow-Up Tasks in Project Management Tools
Trigger event: recording_added
Create the automation
In your automation platform (Zapier, Make, n8n, etc):
Create a new automation
Add a Webhook trigger with your destination URL
Extract the
actionItems
array from the payloadAdd an action step which connects to your favorite connected project management tool app (e.g., Asana, ClickUp, or Monday.com):
For each action item, create a new task using the
description
from theactionItems
Test
Trigger the webhook by completing a Claap recording with action items or by manually triggering the POST endpoint described here
Verify that tasks are created in your project management tool
2. Send Personalized Follow-Up Emails
Trigger event: recording_added
Create the automation
In your automation platform (Zapier, Make, n8n, etc):
Create a new automation
Add a Webhook trigger with your destination URL
Extract the
keyTakeaways
,actionItems
,participants
, and meeting details from the payloadAdd an action step which connects to ChatGPT's API:
Use a prompt like:"Draft a personalized follow-up email summarizing the key takeaways and action items from this meeting. Address the participant by their name. If their name is not 100% clear, do not try calling them by their name."
Use Gmail, Mailchimp, or another email service as the final action:
Insert ChatGPT’s response into the email body and dynamically populate the recipient details
Test
Trigger the webhook by completing a Claap recording with action items or by manually triggering the POST endpoint described here
Confirm that personalized follow-up emails are automatically generated and sent
3. Populate Google Sheets with Meeting Data
Trigger event: recording_added
Create the automation
In your automation platform (Zapier, Make, n8n, etc):
Create a new automation
Add a Webhook trigger with your destination URL
Extract details like
title
,createdAt
,durationSeconds
, andkeyTakeaways
from the payloadAdd a Google Sheet action step:
Map extracted fields to corresponding columns in the Google Sheet of your choice
Test
Trigger the webhook by completing a Claap recording or by manually triggering the POST endpoint described here
Verify that meeting data is accurately logged in the sheet.
4. Sync Meeting Notes to Notion or Confluence
Trigger event: recording_added
Create the automation
In your automation platform (Zapier, Make, n8n, etc):
Create a new automation
Add a Webhook trigger with your destination URL
Extract details like
title
,createdAt
,meeting.participants
,outline
, andkeyTakeaways
from the payloadAdd a Notion or Confluence action step:
Map the extracted data to create a new page or update an existing one with the extracted meeting details
Test
Trigger the webhook by completing a Claap recording or by manually triggering the POST endpoint described here
Ensure notes are synced to your knowledge base.
5. Trigger Alerts for Specific Keywords
Trigger event: recording_added
Create the automation
In your automation platform (Zapier, Make, n8n, etc):
Create a new automation
Add a Webhook trigger with your destination URL
Extract from the payload the
title
,createdAt
and theurl
of the active transcript intranscripts
Add an action step to fetch the transcript via a GET request at the transcript URL
Add a step to search the transcript for specific keywords (e.g., "budget," "competitor")
Add an action step with Slack, Microsoft Teams, or email to send an alert containing details about the recording and a snippet of the transcript where the keyword was mentioned
Test
Trigger the webhook by completing a Claap recording or by manually triggering the POST endpoint described here
Verify that alerts are sent when keywords are detected in a recording
6. Build a Post-Meeting Playbook
Trigger event: recording_added
Create the automation
In your automation platform (Zapier, Make, n8n, etc):
Create a new automation
Add a Webhook trigger with your destination URL
Extract the
keyTakeaways
,actionItems
,participants
, and meeting details from the payloadAdd an action step which connects to ChatGPT's API:
Use a prompt like:"Create a post-meeting playbook summarizing key takeaways, action items, and suggested next steps for this meeting."
Add a Notion, Confluence, or Google Docs action step:
Populate a new document or update an existing one with ChatGPT’s response, including participant details and responsibilities.
Test
Trigger the webhook by completing a Claap recording with action items or by manually triggering the POST endpoint described here
Verify that the playbook is automatically created and shared in your chosen platform