Post-Meeting Follow-Up Generator and CRM Next-Steps Logger

Trigger: Meeting transcript available from Gong, Zoom, or Teams.

What this automates: Post-meeting follow-up writing and CRM next-steps logging.

  1. Transcript available trigger fires
  2. Claude extracts next steps and generates follow-up email
  3. Follow-up drafted in Outlook
  4. Action items logged as Salesforce tasks