Weekly Summary

Overview

This workflow automatically sends weekly summaries of recent meetings to team members via Slack. It runs on a schedule you define, gathers meetings from the past week involving specific people, creates an AI-powered summary of those meetings, and delivers the summary as a direct message.

Key Terms

• Workflow: An automated sequence of actions that runs without manual intervention

• Trigger: The event that starts the workflow (in this case, a schedule)

• Conversation: An AI chat session in AskElephant that can analyze meetings and generate insights

• Direct message: A private Slack message sent to one or more individuals

What This Workflow Does

This workflow helps you keep team members informed about recent meetings without manual effort.

The trigger

The workflow runs on a schedule (daily, weekly, or custom timing you configure). You choose when it runs and which team members receive summaries.

The actions

1. Identifies the target team members who should receive summaries

2. Searches for all meetings from the past 7 days involving those people

3. Creates a new AI conversation and attaches all those meetings to it

4. Asks the AI to generate a summary of the meetings based on your custom prompt

5. Sends the AI-generated summary as a direct Slack message to each person

The workflow processes each person individually, so everyone receives a personalized summary of their own meetings.

How to Set It Up

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 Weekly Summary 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: Configure the Schedule Trigger & Search People

Open the first node (Scheduled trigger) and configure:

• Schedule frequency: Choose daily, weekly, or define a custom cron expression

• Run time: Select the time of day the workflow should execute

• Target people: Select the team members who should receive summaries (required—the workflow won't run without at least one person selected)

• Search People: Leave blank. (See optional configuration below.)

Step 5: Customize the AI Summary Message

Open the Send Message to Conversation node and find the message field (currently set to WRITE YOUR MESSAGE HERE). Replace this with your custom prompt. Example prompts:

• Summarize the key decisions and action items from these meetings in bullet points.

• Create a brief weekly recap highlighting important customer feedback and next steps.

• Provide an executive summary of this week's meetings, focusing on risks and opportunities.

The AI will use this prompt to generate the summary based on all meetings found.

Step 6: Connect Slack

• Make sure you workspace is connected to Slack

• If you haven't already connected Slack to AskElephant you can connect via the Integrations page

• This connection is one-time only and will work for all future workflows that use Slack

Step 7: Save and Test

1. Save the workflow configuration

2. Click the Test button to run a manual test

3. Verify that:

   • The correct people receive summaries

   • The AI summary matches your expectations

   • The Slack messages arrive as direct messages

You can adjust the prompt or recipient list and re-test until you're satisfied.

Configuration Tips

Adjusting the time range

The workflow currently searches meetings from the last 7 days. If you want a different timeframe, open the Search Past Meetings node and change the timeframe setting to options like LAST_3_DAYS, LAST_14_DAYS, or LAST_30_DAYS.

AI model selection

The workflow uses claude-haiku-4-5 by default (fast and effective). You can switch to a more powerful model like gpt-5.2 or claude-opus-4-5 in the Send Message to Conversation node if you need more sophisticated analysis.

Temperature control

The AI temperature is set to 0.7 (balanced creativity). Lower values (like 0.3) produce more consistent summaries; higher values (like 1.0) produce more varied responses.

Optional Full Team Summary

Instead of individual summaries, this workflow can be configured to produce a weekly summary of the entire team's meetings:

• Under People in the Scheduled Trigger select the Team Lead

• Under People in Search People select the Team Lead + Additional Team Members

• Under Attendees in Search Past Meetings select [2] Contacts

• Remove Send Direct Message, replace with Send Message to Channel and add desired channel

Why This Workflow Is Useful

Save time on manual reporting

Instead of writing weekly meeting recaps by hand, the AI automatically generates summaries based on actual meeting content.

Keep distributed teams aligned

Remote team members who miss meetings stay informed without needing to watch recordings or read full transcripts.

Surface patterns and trends

Regular summaries help you spot recurring themes, decisions, or action items across multiple meetings that might otherwise go unnoticed.

Improve meeting accountability

When summaries are automatically shared, action items and commitments made during meetings are more visible and harder to forget.

This workflow is especially valuable for managers overseeing multiple projects, customer success teams tracking account health, or any team that runs frequent meetings and needs to share insights quickly.

Conclusion

This workflow transforms meeting data into actionable weekly summaries delivered directly to your team on a schedule you control. Once configured, it runs automatically without manual intervention, ensuring everyone stays informed about recent conversations. Enable the workflow today and run a test to see your first AI-generated meeting summary. If you have questions or need help customizing the workflow, 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.