Nothing destroys your focus during a meeting faster than having to take notes. You know you need to be fully present, but it’s hard when you’re worried about capturing key information for later.
AI transcription tools like tl;dv can help you maintain focus without letting anything important fall through the cracks. By automatically recording, transcribing, and pulling meeting insights for you, tl;dv makes it easy to capture both the big picture and the little details.
And when you connect tl;dv to your other apps and AI tools, you can do even more to streamline your calls. With Zapier’s automated workflows (called Zaps), you can share recordings in other apps, send team notifications, and extract key insights from meetings—all automatically. Here are a few ideas to power your processes.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button next to the name of a Zap you’d like to try. It only takes a few minutes to set it up. You can read more about setting up Zaps here.
Save tl;dv recordings to documents or files
It’s important to keep your recordings and transcripts organized—otherwise, you won’t be able to find the information you need later.
But manually downloading tl;dv files and converting them to Google Drive files or documents is a difficult workflow to scale. The fuller your meeting schedule, the more likely your content organization workflow will fall by the wayside.
Instead, use one of these Zaps to turn tl;dv transcripts and recordings into files in your favorite storage app, like Google Drive or Notion. That way, new files will be saved to your storage platform as soon as you finish a meeting.
Send existing meeting recording to tl;dv
While AI meeting recording tools are becoming more popular, you might not always be able to bring a bot to a video call. Maybe someone else owns the meeting invite or an attendee didn’t consent to having AI record the call—or you just plain forgot.
Thankfully, you can still generate automatic tl;dv transcripts and notes for every meeting. Instead of manually uploading Zoom recordings to tl;dv, you can just use one of these Zaps to send meeting recordings from your file storage apps or Zoom to tl;dv. Then, you’ll have access to AI notes, transcripts, and all your favorite meeting assistant features—even if you don’t invite tl;dv to your Zoom meetings.
Of course, adding those recordings to tl;dv is only half the battle. The above Zaps will automatically transcribe your recordings, but they won’t immediately summarize them. Fortunately, tl;dv can also trigger workflows whenever a new transcript is logged in the system. Once you set up the trigger, you can add an AI step using other tools like ChatGPT or AI by Zapier to summarize new transcripts for you.
Keep in mind that summarizing those transcripts is just the first step. To get value from it, you’ll want to add a third step to your Zap that sends those summaries elsewhere for easy reading. That could be Slack, where your team works, or in a shared Google Doc.
Use AI to write emails based on transcripts
If you work in a customer-facing role like sales or support, you’ll spend a lot of time fielding calls from people outside your team. The baseline to a successful sales or support call is always a fast follow-up.
Rather than manually typing out every follow-up email, you can once again use AI tools to handle the heavy lifting. These Zaps use tl;dv’s transcript (or notes) as input, then pass it to ChatGPT or Jasper to generate a polished follow-up email draft before sending the email automatically or saving it as a draft to review.
Add tasks and context to projects
When you’re working on a project and need to reference something you chatted about in a meeting, it’s time-consuming and frustrating to have to hunt through all your past tl;dv recordings. But keeping all project-related conversations and information organized can be a huge drain on your time.
Automation can keep meeting recordings easily accessible alongside your other project information. These Zaps automatically create items in your project management app of choice whenever a new recording or transcript is added in tl;dv.
You can also use a Zap to automatically turn tl;dv notes into tasks in ClickUp, Trello, or Asana.
Pro tip: Add a filter step to only automate notes or tasks with a specific tag, like “Next steps” or “Actionable.” That way, all your notes stay organized and you can follow up on tasks efficiently.
Connect tl;dv to a spreadsheet or database
When you’re doing a lot of customer or prospect outreach, it’s important to track of every touchpoint. Keeping your meeting recordings and notes in one sortable, filterable spreadsheet lets you create reports for your team more easily—not to mention keep yourself organized.
But manually adding call notes to a spreadsheet isn’t sustainable as your calendar fills up. Thankfully, you can use automation to keep your spreadsheets up to date without any tedious busywork.
These Zaps add recording data to new spreadsheet rows anytime a new recording, note, or transcript is added in tl;dv. That way, you have an accurate and detailed log of who you spoke to and when.
Spreadsheets are great for storing information, but they’re not built for acting on it quickly. For a more dynamic automated system, try Zapier Tables. With it, you can store data, trigger automations, and connect all your organization’s apps and workflows to your spreadsheet data.
Keep your team in the loop
When you wrap up a sales call or interview, your workflow might include sending updates to the rest of your team. A quick Slack notification can keep your team in the loop about new qualified leads, customer feedback, or completed research interviews. Or maybe you like to send meeting recordings and notes to internal meeting participants via Slack.
Either way, manually drafting messages can quickly fall through the cracks if you have a lot of other tasks on your plate. Instead, use one of these Zaps to send channel or direct messages in Slack whenever a new recording, transcript, or note is added in tl;dv.
Streamline your meetings with tl;dv and Zapier
By combining tl;dv with Zapier, you’re not just automating tasks, you’re orchestrating smarter systems that keep your meetings and teams in sync. With automation handling everything from summaries to next steps, you can eliminate the chaos of manual follow-ups and move your projects forward.
And that’s just the start of what you can do with tl;dv and Zapier. What will you automate first?
This article was originally published in May 2024, with previous contributions by Nicole Replogle and Elena Alston. It was most recently updated in March 2026 by Hannah Herman.
