The moment it happens
Turn meeting recordings into Notion notes
After each call, a summary with action items is saved to Notion and the highlights are posted to Slack.
- Runs
- The moment it happens
- Apps
- Notion, Slack
- AI
- Yes, uses the built-in AI allowance
- Access
- Notion insert content; Slack chat:write
Send this to your assistant
Create a ClickRuntime automation: give me a link my call recorder can send transcripts to. Summarise each call with action items, save it as a page in my Meeting Notes database in Notion, and post the summary to #sales.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
After a customer call or planning meeting, someone is supposed to write up the notes and send the action items. In practice the recording sits in the video tool, the transcript is a wall of text nobody opens, and the person who promised to follow up remembers half of what was agreed. Two weeks later a customer asks about a commitment made on the call, and nobody can say exactly what was promised or who owned it.
When a transcript arrives from your recording tool at the link ClickRuntime provides, its built-in AI writes a short summary and a list of action items with owners where they were named. ClickRuntime then creates a Notion page for the meeting, adds a task row for each action item, and posts the summary and the page link to Slack.
Sales, customer success and project teams who hold many calls a week benefit most from having notes that appear without anyone typing them.
What you get out of it
Commitments made on calls are written down
Each action item becomes a row in Notion with the owner and the call it came from. When a customer asks what was agreed, you open the page and read it instead of relying on a vague recollection of the call.
Follow-ups happen on time
Because action items are posted in Slack right after the call, owners see their tasks the same hour. Promised emails and next steps go out within a day rather than being remembered on Friday afternoon.
Nobody has to take minutes
The person leading the call can pay attention to the customer instead of typing. Better conversations follow, and the notes are still complete, since they come from the full transcript.
People who missed the meeting catch up quickly
A teammate on leave reads a short summary in Slack, and opens the Notion page only if they need detail. That is a far cheaper habit than watching a 45 minute recording to learn two decisions.
A searchable archive of every conversation
Meeting pages accumulate in one database, which you can filter by customer or date. Months later you can find the call where pricing was discussed in seconds, with no digging through folders of recordings.
How it works
What happens, step by step
When your call recorder finishes a meeting, it sends the transcript to ClickRuntime.
AI summarises the call in a few bullet points and lists the action items with their owners.
A new page is created in your Notion meeting notes database with the summary and the action items as a checklist.
The highlights and a link to the Notion page are posted to your #sales Slack channel.
Before it runs live
- Connect Notion and share the database you want it to use
- Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Change what the AI looks for, or how it writes the result
- Add another app, for example also send it to Google Sheets
- Combine it with other Notion and Slack steps into one automation
Under the hood
The code that runs this automation
from clickruntime import on_event, credentials, http, ai, notify
DATABASE_ID = "your-meeting-notes-database-id"
@on_event
def handle(event):
call = event.json or {}
notes = ai.generate(call["transcript"][:30000], max_output_tokens=700,
system="Summarise this sales call in 4 bullets, then list action items with owners.",
json_schema={"type": "object", "properties": {"summary": {"type": "string"},
"actions": {"type": "array", "items": {"type": "string"}}}}).json
blocks = [{"object": "block", "type": "paragraph", "paragraph": {"rich_text": [{"text": {"content": notes["summary"][:2000]}}]}}]
blocks += [{"object": "block", "type": "to_do", "to_do": {"rich_text": [{"text": {"content": a[:2000]}}]}} for a in notes["actions"]]
page = http.post("https://api.notion.com/v1/pages",
headers={"Authorization": f"Bearer {credentials.secret('NOTION_TOKEN')}", "Notion-Version": "2022-06-28"},
json={"parent": {"database_id": DATABASE_ID},
"properties": {"Name": {"title": [{"text": {"content": call.get("title", "Call notes")}}]}},
"children": blocks}).json()
notify.slack(f"📞 {call.get('title', 'Call')}\n{notes['summary']}\n" + "\n".join(f"☐ {a}" for a in notes["actions"]) +
f"\n{page['url']}", channel="#sales")
return {"page": page["id"]}FAQ
Common questions
Which tools can send the transcript?
How does it find the action items?
Are long transcripts a problem?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
Related
You might also like
Save articles to a Notion reading list
Send a link and get a summary saved to your Notion reading list, with a note in Slack.
See how it worksLog incidents in Notion and alert your team
Each outage or error alert becomes a Notion incident page, announced in Slack and updated when it's resolved.
See how it worksSave important Slack messages to Notion
React to a message with 🔖 and it's saved to a Notion database, tagged so you can find it later.
See how it worksKeep exploring
Set up “Turn meeting recordings into Notion notes” from your assistant
Copy the prompt above, or connect your assistant first. Free plan, no credit card.