---
title: Create a research-based meeting recap
description: This automation takes meeting recaps to a whole new level by doing research and then creating a job description for you.
---

[![Afonto](https://afonto.com/hs-fs/hubfs/Afonto%20Word%20Logo%20-%20transparent-1.png?width=140&height=44&name=Afonto%20Word%20Logo%20-%20transparent-1.png "Afonto")](https://afonto.com)

[![Afonto Word Logo](https://afonto.com/hs-fs/hubfs/Afonto%20Word%20Logo.png?width=140&height=44&name=Afonto%20Word%20Logo.png "Afonto Word Logo")](https://afonto.com)

- [Free Stuff](https://afonto.com/content)
- [Testimonials](https://afonto.com/testimonials)
- [Lead Gen](https://afonto.com)
    - [Who we serve](https://afonto.com/icp)
    - [28 day timeline](https://afonto.com/leadgen/gettingstarted)
- [Consulting](https://afonto.com/consulting)
- [Pricing](https://afonto.com/pricing)

[Contact Us](https://afonto.com/contact)

[Contact Us](https://afonto.com/contact)

[Contact Us](https://afonto.com/contact)

- [Free Stuff](https://afonto.com/content)
- [Testimonials](https://afonto.com/testimonials)
- [Lead Gen](https://afonto.com)
  
  
  
  
  
  
  
  
  
    - [Who we serve](https://afonto.com/icp)
    - [28 day timeline](https://afonto.com/leadgen/gettingstarted)
- [Consulting](https://afonto.com/consulting)
- [Pricing](https://afonto.com/pricing)

[Contact Us](https://afonto.com/contact)

<https://afonto.com/automations> 100 Free Automations

# Create a research-based meeting recap

By [**Noel Maniraguha**](https://afonto.com/automations/author/noelmaniraguha) on December, 2024

![Create a research-based meeting recap (3)](https://afonto.com/hs-fs/hubfs/Create%20a%20research-based%20meeting%20recap%20(3).png?width=1000&height=400&name=Create%20a%20research-based%20meeting%20recap%20(3).png)

This automation takes meeting recaps to a whole new level by doing research and then creating a job description for you.

**This Page Has Multiple Automations**

This automation has 1 component.   
1. Reading your call transcripts, researching prospects then creating job descriptions based on calls

I used this automation when working with a design agency. I used it to convey meeting info to other stakeholders (this is perfect for recruiting/outsourcing companies)

Pre-requisite: You will need to use the make automation to send transcripts to Clay  
Post-requisite: You will need to create an automation that captures the meeting recap and then use it however you'd like (notify teammates in Slack, auto-send to the client, send yourself recaps, etc.). You can use the (create draft) automation below or modify it to fit your needs.

![Afonto Profile Picture](https://afonto.com/hs-fs/hubfs/Afonto%20Profile%20Picture.png?width=778&height=777&name=Afonto%20Profile%20Picture.png)

Create a research-based meeting recap

Make automation (pre-requisite)

Download Blueprint

![Afonto Profile Picture](https://afonto.com/hs-fs/hubfs/Afonto%20Profile%20Picture.png?width=778&height=777&name=Afonto%20Profile%20Picture.png)

Create a research-based meeting recap

Clay table (research and summarizing)

Duplicate Table

![Afonto Profile Picture](https://afonto.com/hs-fs/hubfs/Afonto%20Profile%20Picture.png?width=778&height=777&name=Afonto%20Profile%20Picture.png)

Create a research-based meeting recap

Make automation (create draft)

Download Blueprint

Insert the blueprint in [make](https://www.make.com/en/register?pc=noelm) (new scenario)  
Duplicate the table in [Clay](https://clay.com/?via=c07c91)

---

# **Manual Changes**

### (Mailhook version) Create a Trigger

Depending on your meeting recorder, you may or may not be able to watch new transcripts in real time. Using Fireflies, we are unable to watch new transcripts so instead we use a "Mailhook" to trigger the automation. When transcripts from Fireflies are sent to our inbox, we forward them to a user like this "h8x9sret66hiu@hook.us1.make.com" (Email found on the first module)

![Screenshot 2024-12-24 212158](https://afonto.com/hs-fs/hubfs/Screenshot%202024-12-24%20212158.png?width=460&height=306&name=Screenshot%202024-12-24%20212158.png)

### (Webhook version) Create a Trigger

Alternatively, you can just use a different app that allows you to "watch new recordings" such as Zoom, Twillio, etc... There are many alternatives (just search for the modules in Make before switching/using the new app - look for any "watch" actions)

![Screenshot 2024-12-24 213116](https://afonto.com/hs-fs/hubfs/Screenshot%202024-12-24%20213116.png?width=703&height=362&name=Screenshot%202024-12-24%20213116.png)

### (CRM version) Create a Trigger

Fireflies can integrate with your CRM to automatically log notes/meetings. If you use an integration like this, You can very easily "watch notes" in your CRM filtered by the word "fireflies" to trigger this automation (benefit of this is that you get contact details upfront)

![Screenshot 2024-12-24 213646](https://afonto.com/hs-fs/hubfs/Screenshot%202024-12-24%20213646.png?width=1397&height=797&name=Screenshot%202024-12-24%20213646.png)

### Get Lead Info

This automation uses Hubspot but you can use any CRM or Smartlead. Just use the email to capture additional contact info which we'll then send to Clay

![Screenshot 2024-12-24 214805-1](https://afonto.com/hs-fs/hubfs/Screenshot%202024-12-24%20214805-1.png?width=826&height=317&name=Screenshot%202024-12-24%20214805-1.png)

![](https://t12612847.p.clickup-attachments.com/t12612847/0297b6a5-d886-4715-8ea4-b590283ba417/image.png)

## Create Clay Table

Duplicate the clay table.

![](https://afonto.com/hs-fs/hubfs/image-png.png?width=481&height=100&name=image-png.png)

Within Clay - click "Import" at the bottom of the page and choose "Import data from a webhook"

![](https://afonto.com/hs-fs/hubfs/image-png-1.png?width=400&height=243&name=image-png-1.png)

 

Copy the webhook URL.

![](https://afonto.com/hs-fs/hubfs/image-png-3.png?width=400&height=109&name=image-png-3.png)

Insert the webhook in the (Make) automation in the HTTP module.

![](https://afonto.com/hs-fs/hubfs/image-png-4.png?width=301&height=97&name=image-png-4.png)

### Next Steps

Create an automation that captures the meeting recap and then use it however, you'd like (notify teammates in Slack, auto-send to the client, send yourself recaps, etc). You can use the (create draft) automation above or modify it to fit your needs.

![Screenshot 2024-12-24 215828](https://afonto.com/hs-fs/hubfs/Screenshot%202024-12-24%20215828.png?width=285&height=132&name=Screenshot%202024-12-24%20215828.png)

---

### Set a schedule

I recommend choosing an occurrence that aligns with the trigger that you choose for this automation

![Set Schedule](https://afonto.com/hs-fs/hubfs/Set%20Schedule.png?width=319&height=150&name=Set%20Schedule.png)

 

Topics: [Clay](https://afonto.com/automations/tag/clay) [Make](https://afonto.com/automations/tag/make) [Email](https://afonto.com/automations/tag/email) [HubSpot](https://afonto.com/automations/tag/hubspot) [Automations with Clay](https://afonto.com/automations/tag/automations-with-clay)

- [**Top 10 Automations ⌵**](https://afonto.com/automations/top-10-automations) 
    - [Smartlead client database (agency)](https://afonto.com/automations/smartlead-client-database-agency)
    - [High bounce & low leads monitoring](https://afonto.com/automations/high-bounce-low-leads-monitoring)
    - [Daily Campaign Monitoring](https://afonto.com/automations/daily-campaign-monitoring)
    - [Reply notifications (agency)](https://afonto.com/automations/reply-notifications-agency)
    - [Reply notifications (simple)](https://afonto.com/automations/reply-notifications-simple)
    - [Automated weekly reports](https://afonto.com/automations/automated-weekly-reports)
    - [Tasks for email disconnects](https://afonto.com/automations/tasks-for-email-disconnects)
    - [Smartlead calendar sync](https://afonto.com/automations/smartlead-calendar-sync)
- [Honorable Mentions ⌵](https://afonto.com/automations/honorable-mentions) 
    - [Campaign monitoring and database](https://afonto.com/automations/campaign-monitoring-and-database)
    - [High bounce and low leads (alternatives)](https://afonto.com/automations/high-bounce-and-low-leads-alternatives)
    - [Make.com scenario backups](https://afonto.com/automations/make.com-scenario-backups)
    - [Automated weekly reports (alternatives)](https://afonto.com/automations/automated-weekly-reports-alternatives)
    - [Smartlead client database](https://afonto.com/automations/smartlead-client-database)
    - [Automate responses to OOO emails](https://afonto.com/automations/automate-responses-to-ooo-emails)
    - [Smartlead calendar sync (alternatives)](https://afonto.com/automations/smartlead-calendar-sync-alternatives)
    - [Sync HubSpot and Smartlead properties](https://afonto.com/automations/sync-hubspot-and-smartlead-properties)
    - [Send Smartlead emails from Slack](https://afonto.com/automations/send-smartlead-emails-from-slack)
    - [Auto-add DKIM, DMARC & open tracking](https://afonto.com/automations/auto-add-dkim-dmarc-open-tracking)
- [Airtable Workspace ⌵](https://afonto.com/automations/airtable-workspace) 
    - [Duplicate Airtable workspace](https://afonto.com/automations/duplicate-airtable-workspace)
    - [Log campaign analytics trends in Airtable](https://afonto.com/automations/log-campaign-analytics-trends-in-airtable)
    - [Create top-level campaign analytics in Airtable](https://afonto.com/automations/create-top-level-campaign-analytics-in-airtable)
    - [Create a Smartlead client database in Airtable](https://afonto.com/automations/create-a-smartlead-client-database-in-airtable)
    - [Client Onboarding Automation (Airtable Form)](https://afonto.com/automations/airtable-client-onboarding-automation)
    - [Notification for Smartlead replies (Airtable Database)](https://afonto.com/automations/notification-for-smartlead-replies-airtable-database)
    - [Store OLD engaged leads in Airtable](https://afonto.com/automations/create-top-level-campaign-analytics-in-airtable-0)
    - [Add OLD email accounts to Airtable](https://afonto.com/automations/add-old-email-accounts-to-airtable)
    - [Add NEW email accounts in Airtable](https://afonto.com/automations/add-new-email-accounts-in-airtable)
- [Clickup Workspace ⌵](https://afonto.com/automations/clickup-agency-workspace) 
    - [Duplicate Clickup workspace](https://afonto.com/automations/duplicate-clickup-workspace)
    - [Send campaign copy to Smartlead](https://afonto.com/automations/send-campaign-copy-to-smartlead)
    - [Create copywriting spintax](https://afonto.com/automations/create-copywriting-spintax)
    - [Store OLD engaged leads in Clickup](https://afonto.com/automations/store-old-engaged-leads-in-clickup)
    - [Store NEW engaged leads in Clickup](https://afonto.com/automations/store-new-engaged-leads-in-clickup)
- [Real Time Notifications ⌵](https://afonto.com/automations/real-time-notifications) 
    - [Notification for Smartlead replies](https://afonto.com/automations/notification-for-smartlead-replies)
    - [Notification for 'thread' replies](https://afonto.com/automations/notification-for-thread-replies)
    - [Notifications for untracked replies](https://afonto.com/automations/notifications-for-untracked-replies)
    - [Enrich Smartlead contacts using Clay](https://afonto.com/automations/enrich-smartlead-contacts-using-clay)
    - [Tasks for email disconnects (alternatives)](https://afonto.com/automations/tasks-for-email-disconnects-alternatives)
- [Smartlead External Scripts ⌵](https://afonto.com/automations/smartlead-external-scripts) 
    - [Hide tabbed sections](https://afonto.com/automations/hide-tabbed-sections)
    - [Change app colors](https://afonto.com/automations/change-app-colors)
    - [Change header colors](https://afonto.com/automations/change-header-colors)
    - [Change drawer colors](https://afonto.com/automations/change-drawer-colors)
    - [Change app functionality](https://afonto.com/automations/change-app-functionality)
- [Hubspot Dealmaker ⌵](https://afonto.com/automations/hubspot-dealmaker) 
    - [Create Hubspot deals when Smartlead category changes](https://afonto.com/automations/auto-create-hubspot-deals-when-smartlead-category-changes)
    - [Log all Smartlead emails to Hubspot](https://afonto.com/automations/log-all-smartlead-emails-to-hubspot)
    - [Add client dropdown field to Hubspot](https://afonto.com/automations/add-client-dropdown-field-to-hubspot)
    - [Create tasks for calendar events](https://afonto.com/automations/create-tasks-for-calendar-events)
    - [Hubspot 2-way sync (lead category)](https://afonto.com/automations/hubspot-2-way-sync-lead-category)
    - [Sync HubSpot and Smartlead properties](https://afonto.com/automations/sync-hubspot-and-smartlead-properties)
- [Automations with Clay ⌵](https://afonto.com/automations/automations-with-clay) 
    - [Duplicate master campaign table in Clay](https://afonto.com/automations/duplicate-clay-master-campaign-table)
    - [Research new clients across the internet](https://afonto.com/automations/research-new-clients-across-the-internet)
    - [Validate and replace Smartlead API key overnight](https://afonto.com/automations/validate-and-replace-smartlead-api-key)
    - [Create a research-based meeting recap](https://afonto.com/automations/create-a-research-based-meeting-recap)
    - [Duplicate Clay table and move to client folder](https://afonto.com/automations/duplicate-clay-table-and-move-to-client-folder)
    - [Export Clay table data to Google Sheets](https://afonto.com/automations/export-clay-table-data-to-google-sheets)
    - [Clay client onboarding SOPs](https://afonto.com/automations/clay-client-onboarding-sops)
    - [Enrich Smartlead contacts using Clay](https://afonto.com/automations/enrich-smartlead-contacts-using-clay)
    - [Automate responses to OOO emails](https://afonto.com/automations/automate-responses-to-ooo-emails)
- [Beyond The Basics ⌵](https://afonto.com/automations/beyond-the-basics) 
    - [Export all Smartlead positive replies to Sheets](https://afonto.com/automations/export-all-smartlead-positive-replies-to-sheets)
    - [Retroactively assign SDRs to Smartlead contacts](https://afonto.com/automations/retroactively-assign-sdrs-to-smartlead-contacts)
    - [Export existing Smartlead users to Google Sheets](https://afonto.com/automations/export-existing-smartlead-users-to-google-sheets)
    - [Add and remove users from Smatlead with the API](https://afonto.com/automations/add-and-remove-users-from-smatlead-with-the-api)
    - [Smartlead client onboarding SOPs](https://afonto.com/automations/smartlead-client-onboarding-sops)
    - [Clay client onboarding SOPs](https://afonto.com/automations/clay-client-onboarding-sops)
    - [Campaign backups & restore](https://afonto.com/automations/campaign-backups-restore)
    - [Duplicate subsequence in Smartlead](https://afonto.com/automations/duplicate-subsequence-in-smartlead)
    - [Add client dropdown field to Hubspot](https://afonto.com/automations/add-client-dropdown-field-to-hubspot)
    - [Add BCC address & custom tracking](https://afonto.com/automations/add-bcc-address-custom-tracking)
    - [Create tasks for calendar events](https://afonto.com/automations/create-tasks-for-calendar-events)
    - [Hubspot 2-way sync (lead category)](https://afonto.com/automations/hubspot-2-way-sync-lead-category)
    - [Auto-categorize leads with AI](https://afonto.com/automations/auto-categorize-leads-with-ai)

[Get paid by Afonto](https://afonto.com/partner)

Previous post

[← Log all Smartlead emails to Hubspot](https://afonto.com/automations/log-all-smartlead-emails-to-hubspot)

<https://afonto.com/automations>

Next post

[Validate and replace Smartlead API key overnight →](https://afonto.com/automations/validate-and-replace-smartlead-api-key)

#### Subscribe to our newsletter

<https://www.linkedin.com/in/noelmaniraguha/> <https://www.youtube.com/@noelmaniraguha> <https://afonto.com/content>

 About Us

- [Lead Generation](https://afonto.com)
- [Hourly Consulting](https://afonto.com/consulting)
- [Partner With Us](https://afonto.com/partner)

 Free Content

- [Unlimited Leads](https://afonto.com/leads)
- [100 Automations](https://afonto.com/automations)
- [Google Reviews](https://g.co/kgs/GGP4PXs)

 Copyright © 2026 Afonto, Inc.

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Noel Maniraguha",
    "url" : "https://afonto.com/automations/author/noelmaniraguha"
  },
  "dateModified" : "2025-01-01T22:07:57.374Z",
  "datePublished" : "2024-12-25T03:53:49.000Z",
  "headline" : "Create a research-based meeting recap",
  "mainEntityOfPage" : {
    "@id" : "https://afonto.com/automations/create-a-research-based-meeting-recap",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://afonto.com/hubfs/Afonto%20Word%20Logo.png"
    },
    "name" : "Noel Maniraguha"
  }
}
```