Transcribe and summarize sales meeting recordings saved in Dropbox with AI, and automatically save the minutes to Notion.
Transcribe and summarize sales meeting recordings saved in Dropbox with AI, and automatically save the minutes to Notion.
Launch this workflow to connect
Dropbox &
Notion &
Slack
!
■Overview
Are you spending too much time manually transcribing, summarizing, and compiling minutes from sales call recordings saved to Dropbox? Even if you get handy Dropbox notifications when files are added, the manual work that follows can pile up and squeeze your core tasks. This workflow automates everything end to end: saving a file to Dropbox triggers AI transcription and summarization, then automatically saves the minutes to Notion—reducing this overhead.
■Who this template is for
- Sales reps who want to cut the effort of managing call recordings in Dropbox and creating minutes
- Anyone who wants to streamline transcription and summarization after receiving Dropbox file-added notifications
- Team leads who want to share and codify sales call insights more smoothly
■Benefits of using this template
- After saving a recording to Dropbox, AI automatically creates the minutes—reducing the time spent on transcription, summarization, and manual entry.
- Prevent copy errors and inconsistent summaries, and standardize your minutes format to improve quality and drive operational consistency.
■Workflow steps
- First, connect Dropbox, Notion, and Slack to Yoom.
- Next, in the trigger, select Dropbox and set the action "When a file is created or updated in a specific folder."
- Next, in operations, set Dropbox’s "Download file" action to download the audio file detected by the trigger.
- Next, use Yoom’s "Transcribe audio" feature to convert the downloaded audio into text.
- Next, use Yoom’s "Create meeting minutes" feature to summarize the transcript and generate minutes.
- Next, in operations, set Notion’s "Create page" action to save the generated minutes to your chosen database.
- Finally, in operations, set Slack’s "Send a message to channel" action to notify stakeholders that the minutes are ready.
※ "trigger": the action that starts the flow; "operation": the action that runs inside the flow after the trigger fires
■Customization points for this workflow
■Customization points for this workflow
- In the Dropbox trigger, specify the folder where your sales call recordings are saved and should be monitored.
- In the Notion "Create page" action, customize the target database and page title as needed.
- In the Slack notification action, freely customize the destination channel, mentions, and message content.
■Notes
- Connect Yoom with Dropbox, Notion, and Slack.
- You can choose a trigger run interval of 5, 10, 15, 30, or 60 minutes.
- The minimum run interval depends on your plan.
- The maximum downloadable file size is 300 MB. Depending on the app’s specifications, it may be lower than 300 MB.
- For details on file size limits for the trigger and each operation, see File size limits.
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About the apps you use
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No-Code API Actions
Executable API actions
Workflow triggers
When a File Is Created or Updated in a Specific Folder
When a File Is Created or Updated in a Specific Folder (Team Folder)
When a Page Is Created or Updated
When a Database Is Created or Updated
When Receiving a Webhook
When a Page Is Created (Webhook)
When Page Content Is Updated (Webhook)
When a Page Is Deleted (Webhook)
When Page Properties Are Updated (Webhook)
When a Comment Is Created (Webhook)
When a Comment Is Updated (Webhook)
When a Comment Is Deleted (Webhook)
When a Page in a Specific Data Source Is Created or Updated
When Data Source Content Is Created or Updated (Webhook)
When a Message Is Posted to a Channel
When a File Is Posted to a Channel
When a Message Is Posted to a Channel (Webhook)
When a Reaction Is Added to a Message (Webhook)
Workflow operations
Upload File
Create Folder
Duplicate File
Download File
Upload File (Team Folder)
Download File (Team Folder)
Create Folder (Team Folder)
Copy File (Team Folder)
Search Files
List Files in Folder
Search Files (Team Folder)
List Files in Folder (Team Folder)
Move File to Specified Folder
Create Shared Link
Delete Folder/File
Download File (File ID)
Get More File Search Results
Get More Folder Listing Results
Workflow triggers
When a File Is Created or Updated in a Specific FolderWhen a File Is Created or Updated in a Specific Folder (Team Folder)
Workflow operations
Upload FileCreate FolderDuplicate FileDownload FileUpload File (Team Folder)Download File (Team Folder)Create Folder (Team Folder)Copy File (Team Folder)Search FilesList Files in FolderSearch Files (Team Folder)List Files in Folder (Team Folder)Move File to Specified FolderCreate Shared LinkDelete Folder/FileDownload File (File ID)Get More File Search ResultsGet More Folder Listing ResultsRetrieve Shared LinksRetrieve More Shared Links
Workflow triggers
When a Page Is Created or UpdatedWhen a Database Is Created or UpdatedWhen Receiving a WebhookWhen a Page Is Created (Webhook)When Page Content Is Updated (Webhook)When a Page Is Deleted (Webhook)When Page Properties Are Updated (Webhook)When a Comment Is Created (Webhook)When a Comment Is Updated (Webhook)When a Comment Is Deleted (Webhook)When a Page in a Specific Data Source Is Created or UpdatedWhen Data Source Content Is Created or Updated (Webhook)
Workflow operations
Retrieve Page InformationUpdate Page Property (Text Property)Update Page Property (Number Property)Update Page Property (Select Property)Update Page Property (Multi-select Property)Update Page Property (Date Property)Update Page Property (Checkbox Property)Update Page Property (URL Property)Update Page Property (Email Property)Update Page Property (Phone Property)Retrieve Blocks from a Specific PageRetrieve List of UsersUpdate Page Property (Relation Property)Add a Sub-item to a Specific RecordIssue File Upload IDUpload FileUpdate Page Properties (File Property)Download FileGet Page Details (List File Information)Search Pages and Databases by TitleCreate Page from Template (Title Only)Update Database Property NameUpdate Page Property (Title Property)Search Text in a Data Source’s Formula PropertyAppend Content to a PageRetrieve Child Blocks of a Page or BlockRetrieve Data SourceRetrieve DatabaseCreate PageGet Page (Markdown)Append Content to PageReplace Page ContentUpdate Page Properties (User Properties)Lock a PageRetrieve CommentRetrieve Comments
Workflow triggers
When a Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen the Slack App Is Mentioned (Webhook)When Mentioned in a Channel (Multiple Users)When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)When a New Channel Is Created (Webhook)When a Message Is Posted in a Thread (Webhook)When Mentioned in a Channel (Multiple Users & User Groups)When a Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (Webhook)
Workflow operations
Send Message to ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List AccessMore inspiration for you
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