Meeting Summary - External

Overview

This workflow automatically generates structured meeting summaries every time a new meeting is recorded in AskElephant. The summary includes key takeaways, topics discussed, next steps, and unresolved questions—all with clickable timestamp citations that link directly to the relevant moment in your meeting recording.

Key Terms

Workflow: An automated sequence of actions that runs when a specific event occurs (also called a "recipe" in AskElephant)
Trigger: The event that starts a workflow. In this case, it's the creation of a new meeting
Conversation: A dedicated AI chat thread in AskElephant where you can review generated content and ask follow-up questions
Timestamp citation: A clickable link that jumps to a specific moment in the meeting recording (e.g., [04:39])
Pinned conversation: A conversation that appears at the top of a meeting page for easy access

What This Workflow Does

This workflow turns raw meeting transcripts into actionable, organized summaries.

When It Runs

The workflow triggers automatically whenever a new external meeting is created in AskElephant. It only processes meetings with external attendees to avoid cluttering your workspace with internal syncs.

What Happens

The workflow analyzes the meeting transcript and extracts distinct topics discussed during the call
It creates a pinned conversation on the meeting page titled 📝 Meeting Summary
It generates a comprehensive summary organized into the following sections:
- Meeting Purpose: A brief overview of why the meeting happened
- Key Takeaways: Main points and decisions
- Topics: Detailed notes organized by discussion topic
- Next Steps: Action items with due dates
- Unresolved Questions: Open items that need follow-up

Every section includes timestamp citations. Click any timestamp to jump directly to that moment in the recording.

How to Set It Up

Follow these steps to enable the workflow:

Step 1: Navigate to Recipes

Log into AskElephant and click Automations in the left sidebar navigation.
In the Workflows tab click New Workflow
Select From Recipe

Step 2: Find the Workflow

Search for Meeting Summary - External in the recipes library.

Step 3: Enable the Workflow

Click the workflow
Select the three dots in the workflow bar
select Activate Workflow to turn it on for your workspace

Step 4: Adjust Trigger Settings (Optional)

By default, the workflow runs for external meetings only
Private meetings are excluded unless you change the setting

Step 5: Test the Workflow

Save any pending changes, then click Test in the workflow editor
Select a recent external meeting to see the workflow in action
Review the output to confirm the summary was generated correctly

Configuration Tips

You can customize this workflow to fit your team's needs:

Option	What it does	When to adjust
Meeting type filter	Controls whether the workflow runs for external-only, internal-only, or all meetings	Change to "All meetings" if you want summaries for internal syncs too
Private meetings	Excludes private/personal meetings by default	Enable if you want summaries for 1:1s or confidential calls
Priority level	Determines the order if multiple workflows run on the same meeting	Adjust if you have other workflows that should run first

Note on AI models: The workflow uses Claude Haiku for fast and efficient summaries. If you need more detailed analysis, you can edit the workflow to use a more advanced model like Claude Sonnet.

Why This Workflow Is Useful

Saves time on manual note-taking

Instead of reviewing hour-long recordings or writing notes during calls, you get an organized summary within minutes of the meeting ending.

Improves handoffs and alignment

Team members who missed the meeting can quickly catch up by reading the summary. Timestamp links let them dive deeper into specific topics without watching the entire recording.

Captures action items automatically

The Next Steps section ensures nothing falls through the cracks. You'll see exactly what was committed to and when it's due.

Surfaces unresolved questions

Often meetings end with open questions that get forgotten. This workflow tracks them so you can follow up proactively.

Conclusion

This workflow transforms every customer conversation into a structured, searchable resource with minimal effort. Enable it today to ensure your team never loses track of commitments, decisions, or important discussion points. If you need help customizing the summary format or have questions, reach out to AskElephant Support via the in-app support widget or at [email protected].

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

click the chat button in the bottom right corner of your screen,
email us at [email protected],
or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.