Do you want to automate your notes and meeting tasks? Connecting an AI note-taking assistant to Zapier is the solution. Here’s how to do it step by step:

• Zapier: Tool that connects over 7,000 applications to automate tasks.

• AI note-taking assistants: Applications like Fireflies.ai, Otter.ai, or Jamy.ai that transcribe, summarize, and generate tasks from meetings.

• Benefits: Converts notes into tasks, shares summaries automatically, and syncs tools like Slack, Trello, or Google Docs.

Quick steps:

1. Create an account on Zapier.

2. Connect your note-taking assistant (like Fireflies.ai or Jamy.ai).

3. Set up a "Zap": Define a trigger (like generating a note) and an action (like creating a task in Trello).

4. Test the automation: Ensure everything works correctly.

Compatible tools:

| Aplicación | Precio base mensual | Funciones clave |
| --- | --- | --- |
| Fireflies.ai | Gratis (800 min) | Seguimiento de temas |
| Otter.ai | 16,99 € | Resúmenes y preguntas |
| Jamy.ai | Consultar precios | <a href="https://www.jamy.ai/integrations" data-framer-link="Link:{"url":"https://www.jamy.ai/integrations","type":"url"}">Integración con CRM</a> |
| <a href="https://fellow.app/" target="_blank" rel="nofollow noopener noreferrer" data-framer-link="Link:{"url":"https://fellow.app/","type":"url"}" data-framer-open-in-new-tab="">Fellow</a> | 8,30 € | Integraciones nativas |
| <a href="https://fathom.video/" target="_blank" rel="nofollow noopener noreferrer" data-framer-link="Link:{"url":"https://fathom.video/","type":"url"}" data-framer-open-in-new-tab="">Fathom</a> | Gratis | Transcripción ilimitada |

Tip: Use Pro or Premium versions to take advantage of advanced features like webhooks. Automate and save time in your workflows!

Before you start

Compatible note-taking applications

Here are some options for compatible note-taking applications:

| Aplicación | Características principales | Precio base mensual |
| --- | --- | --- |
| Fireflies.ai | Colaboración y seguimiento de temas | Gratuito (800 minutos) |
| Otter.ai | Preguntas sobre reuniones | 16,99 € por usuario |
| Jamy.ai | <a href="https://www.jamy.ai/en/blog/formatos-de-llamadas-personalizados" data-framer-link="Link:{"url":"https://www.jamy.ai/en/blog/formatos-de-llamadas-personalizados","type":"url"}">Plantillas personalizadas</a> e integración CRM | Consultar precios |
| Fellow | Integraciones nativas | 8,30 € por usuario |
| Fathom | Transcripción ilimitada | Gratuito (uso personal)

You can also opt for traditional note-taking apps with integrated AI features, like Notion (€9.25/month), Evernote (€13.85/month), or Microsoft OneNote (€6.45/month). All of these options are compatible with Zapier.

Account setup Zapier

To get started, make sure to:

• Create and verify your free account on Zapier.

• Select the applications you want to connect.

• Define the triggering events and the corresponding actions.

Zapier offers a free plan with basic features for you to try. According to recent data, over 2.2 million companies already use Zapier for their automation.

These initial steps will prepare you for the detailed setup we will cover later.

Necessary permissions

For the integration to work correctly, ensure that you have the following:

• Administrator permissions in your note-taking application to authorize the connection with Zapier.

• Full access to the applications you plan to connect.

• Organizational authorization if your company has security restrictions.

• In some cases, your organization's administrator must initially approve the access.

If you use tools like Jamy.ai, you will need a Pro or Premium plan to take advantage of integrations with Zapier. These versions include advanced features such as webhooks and CRM connections, which are key for more comprehensive automations.

With these preliminary steps ready, you will be prepared to set up your integration step by step.

Setup instructions

Start a new Zap

1. Access Zapier
   

   Log into your Zapier account and click on "Create Zap" from the main dashboard. If you haven’t connected Jamy.ai yet, now is the time to do so.

2. Set up the basic elements
   

   Define the following parameters:

   • The source application: Jamy.ai.

   • The event that will act as a trigger.

   • The automated action you want to perform.

   • The data that will be transferred between applications.

Set up the necessary triggers for your automation to work correctly.

Set up the triggers

If you use webhooks in Jamy.ai, you will need the Premium plan ($39 per seat, billed annually). To set up the trigger, follow these steps:

• Go to the webhook section in the Jamy.ai dashboard.

• Select the event that will trigger the automation.

• Copy the webhook URL that Zapier will provide you.

• Adjust the parameters according to the needs of your workflow.

Set up the actions

The actions determine what will happen once the trigger is active. Here are some practical examples:

| Aplicación destino | Acción | Uso común |
| --- | --- | --- |
| Slack | Enviar mensaje | Notificaciones de equipo |
| Trello | Crear tarjeta | Gestión de tareas |
| Google Docs | Crear documento | Documentación de reuniones |
| CRM | Actualizar contacto | Seguimiento de clientes

Ensure the actions match the triggers to guarantee a smooth workflow.

Test the setup

It’s essential to conduct tests to confirm that everything works as you expect. Follow these steps:

1. Use real data to perform a test.

2. Verify that the data transfer is correct.

3. Ensure that the defined action executes smoothly.

4. Check the results in the destination application.

Once the tests are successful, you can adjust and apply your automations to other processes as needed.

Common integration examples

Integration with project tools

Connect Jamy.ai with Trello through Zapier to automatically turn key notes into organized cards. For example, during weekly team meetings, when Jamy.ai generates a summary, Zapier creates a card in Trello that includes:

• The summary as a description.

• Tasks in checklist format.

• Delivery dates.

• Labels based on the type of meeting.

Other similar integrations allow you to automate tasks efficiently.

Task creation automation

With Todoist, you can automatically transform action items into tasks with deadlines, making it easier to keep track of commitments. Here’s an example of how it works with different tools:

| Origen | Destino | Automatización |
| --- | --- | --- |
| Elementos de acción | Todoist | Genera tareas con fechas límite |
| Asignaciones | Microsoft To Do | Crea tareas asignadas al responsable |
| Decisiones | Trello | Genera tarjetas en la columna "Seguimiento"

CRM updates

The integration between Jamy.ai and Salesforce through Zapier allows for the automatic creation of a detailed record in Salesforce after each meeting with a client. This record includes the key points discussed and the next steps to take.

Team updates

In addition to managing clients, Jamy.ai facilitates internal communication by processing meeting information. Some of the automated actions include:

• Sending the summary to the corresponding channel in Slack.

• Creating an entry in the meeting log.

• Distributing assigned tasks to the responsible parties.

• Updating the team shared calendar.

This integration is particularly useful for distributed teams that need to maintain clear and fluid communication about meeting outcomes.

How to Connect Fireflies.ai to Notion Using Zapier

Tips for better results

With your integration up and running, here are some recommendations to optimize its performance.

Automation rules

Establish clear rules so that your automations process information efficiently. This will allow you to spend more time on important tasks. Here are some examples of filters based on the type of meeting:

| Tipo de reunión | Filtro | Acción automatizada |
| --- | --- | --- |
| Cliente | Contiene "Cliente:" | Actualizar CRM |
| Interna | Contiene "Equipo:" | Notificar en Slack |
| Seguimiento | Contiene "Seguimiento:" | Crear tarea en Trello |
| Entrevista | Contiene "Candidato:" | Generar evaluación

Troubleshooting common issues

If you encounter issues, try these steps to keep the system running smoothly:

1. Ensure that credentials and fields are compatible between the connected applications.

2. Check that the data types are consistent across all platforms.

3. Keep in mind that Zapier automatically disables Zaps that exceed a 95% error rate over a 7-day period.

Improving efficiency

Follow these recommendations to enhance your system's performance:

• Simplify and improve your workflows
  

  Start with basic processes and gradually increase their complexity. Prioritize the automation of repetitive tasks to save time.

• Set up automatic backups
  

  Use tools like Google Drive or Dropbox to protect important information. Schedule periodic backups of critical data.

• Regularly monitor the system
  

  Frequently review the history of your Zaps. You can also check status.zapier.com to stay informed about potential service interruptions.

A well-configured system can help teams of any size work more efficiently and productively.

Summary

Connecting a note-taker with Zapier can simplify workflows and improve team productivity. With support for over 7,000 applications, these automations adapt to the specific needs of any organization.

Each integration is designed to make processes more efficient and centralize information. Some key examples include:

• Automation of repetitive tasks.

• Calendar synchronization.

• Improvement in internal communications.

A practical example is the integration between tl;dv and Google Docs, which allows you to automatically create documents when generating new notes. This not only saves time but also reduces the possibility of errors.

To maintain an efficient system, keep these recommendations in mind:

• Frequently review the history of your Zaps.

• Set up alerts to detect significant errors.

• Make sure to update connections when necessary.

• Use Zapier’s troubleshooting tools to resolve issues quickly.

By following these practices, you can maintain a functional system and maximize the integration between note-takers and Zapier.

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