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New Meeting

Start a workflow as soon as a new meeting is created in AskElephant. It appears as New Meeting in the workflow builder.

New Meeting node in the workflow builder

What It Does

Fires when the meeting record is created. Because it fires this early, the transcript may not be ready yet, so meetingTranscript can be empty.

When To Use It

Use it for work that does not depend on transcript content, such as tagging a meeting or sending a heads-up that a call happened. If your workflow needs the transcript, use Meeting Finished instead, which waits until the transcript is ready.

Configuration

Configure the node with these settings:

Field

What it controls

All workspace members

Run for everyone. Otherwise the workflow runs only for the people or groups you select below.

Groups and People

Run when a member of these groups, or one of these people, owns the meeting.

Exclude people

Never run when one of these people owns the meeting, even if the selections above would include them.

Meeting type

Limit to Internal Only, External Only, or All.

Tags

Run only for meetings that carry any of the selected tags.

Media types

Run only for the selected media types (such as MEETING, CALL, or EMAIL).

Run on private meetings

Off by default.

Minimum and maximum duration

Optional limits in minutes. The maximum must be greater than or equal to the minimum.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable

Type

Description

Example

meeting

object

A reference to the meeting

{{nodeId.meeting}}

meeting.id

string

{{nodeId.meeting.id}}

meetingTitle

string

The title of the meeting

{{nodeId.meetingTitle}}

meetingTranscript

string

The text transcript of the meeting

{{nodeId.meetingTranscript}}

meetingUrl

string

The original meeting URL from the calendar provider (e.g., Zoom, Google Meet)

{{nodeId.meetingUrl}}

meetingLink

string

A clickable link to the meeting in AskElephant

{{nodeId.meetingLink}}

shareLink

string

A shareable link to the meeting

{{nodeId.shareLink}}

calendarUid

string

The iCal/calendar UID for the meeting

{{nodeId.calendarUid}}

meetingStartAt

string

The start time of the meeting

{{nodeId.meetingStartAt}}

meetingEndAt

string

The end time of the meeting

{{nodeId.meetingEndAt}}

primaryInternalContact

object

The primary internal contact who owns the meeting

{{nodeId.primaryInternalContact}}

primaryInternalContact.id

string

{{nodeId.primaryInternalContact.id}}

primaryInternalContactName

string

The name of the primary internal contact who owns the meeting

{{nodeId.primaryInternalContactName}}

primaryInternalContactEmail

string

The email of the primary internal contact who owns the meeting

{{nodeId.primaryInternalContactEmail}}

internalAttendees

object

The internal attendees of the meeting

{{nodeId.internalAttendees}}

internalAttendees.ids

array<string>

{{nodeId.internalAttendees.ids}}

internalAttendeeNames

array<string>

The names of the internal attendees of the meeting

{{nodeId.internalAttendeeNames}}

internalAttendeeEmails

array<string>

The emails of the internal attendees of the meeting

{{nodeId.internalAttendeeEmails}}

externalAttendees

object

The external attendees of the meeting

{{nodeId.externalAttendees}}

externalAttendees.ids

array<string>

{{nodeId.externalAttendees.ids}}

externalAttendeeNames

array<string>

The names of the external attendees of the meeting

{{nodeId.externalAttendeeNames}}

externalAttendeeEmails

array<string>

The emails of the external attendees of the meeting

{{nodeId.externalAttendeeEmails}}

allAttendees

object

All attendees of the meeting

{{nodeId.allAttendees}}

allAttendees.ids

array<string>

{{nodeId.allAttendees.ids}}

allAttendeeNames

array<string>

The names of all attendees of the meeting

{{nodeId.allAttendeeNames}}

allAttendeeEmails

array<string>

The emails of all attendees of the meeting

{{nodeId.allAttendeeEmails}}

teamMemberAttendees

object

The team member attendees of the meeting

{{nodeId.teamMemberAttendees}}

teamMemberAttendees.ids

array<string>

{{nodeId.teamMemberAttendees.ids}}

teamMemberAttendeeNames

array<string>

The names of the team member attendees of the meeting

{{nodeId.teamMemberAttendeeNames}}

teamMemberAttendeeEmails

array<string>

The emails of the team member attendees of the meeting

{{nodeId.teamMemberAttendeeEmails}}

company

object

The primary company associated with the meeting

{{nodeId.company}}

company.id

string

{{nodeId.company.id}}

companyName

string

The name of the primary company associated with the meeting

{{nodeId.companyName}}

companyDescription

string

The description of the primary company

{{nodeId.companyDescription}}

companyDomain

string

The domain of the primary company

{{nodeId.companyDomain}}

allCompanies

object

All companies associated with the meeting

{{nodeId.allCompanies}}

allCompanies.ids

array<string>

{{nodeId.allCompanies.ids}}

allCompanyNames

array<string>

Names of all companies associated with the meeting

{{nodeId.allCompanyNames}}

allCompanyDescriptions

array<string>

Descriptions of all companies associated with the meeting

{{nodeId.allCompanyDescriptions}}

allCompanyDomains

array<string>

Domains of all companies associated with the meeting

{{nodeId.allCompanyDomains}}

primaryExternalCompany

object

The primary company associated with external attendees of the meeting

{{nodeId.primaryExternalCompany}}

primaryExternalCompany.id

string

{{nodeId.primaryExternalCompany.id}}

primaryExternalCompanyName

string

The name of the primary external company

{{nodeId.primaryExternalCompanyName}}

primaryExternalCompanyDescription

string

The description of the primary external company

{{nodeId.primaryExternalCompanyDescription}}

primaryExternalCompanyDomain

string

The domain of the primary external company

{{nodeId.primaryExternalCompanyDomain}}

companyCrmId

string | null

The CRM object ID for the primary company, if linked to a CRM

{{nodeId.companyCrmId}}

companyCrmSource

string | null

The CRM source (HUBSPOT, SALESFORCE, SALESFORCE_V2) for the primary company

{{nodeId.companyCrmSource}}

primaryContactCrmId

string | null

The CRM object ID for the primary internal contact, if linked to a CRM

{{nodeId.primaryContactCrmId}}

primaryContactCrmSource

string | null

The CRM source for the primary internal contact

{{nodeId.primaryContactCrmSource}}

Example Workflow

When any meeting is created, apply a tag based on the meeting type so later workflows can filter on it.

  • Meeting Finished

  • New Meeting with Signals

  • Manual Trigger

Need More Help?

Reach the AskElephant support team by:

  • clicking the Support tab on the right side of your screen,

  • emailing [email protected],

  • or using @askelephant support in your dedicated Slack channel.