Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
Who’s it for Teams and operators who record meetings/interviews and want fast, standardized, action-oriented minutes—without writing code. New AlekSystem users welcome. What it does / How it works On form submission, the workflow ingests an audio file and basic metadata, transcribes the audio with OpenAI, summarizes it into concise minutes (key points, next actions with owner & due date, and counterpart concerns/requests), then creates a Google Doc (if missing) and appends the minutes. Sticky notes on the canvas explain each step and required inputs. How to set up Connect OpenAI via Credentials (never hardcode API keys). Connect Google (OAuth2) with Docs/Drive scopes. Replace any hardcoded Drive folder ID with an env var (e.g., MINUTES_FOLDER_ID). In the Form Trigger, keep the audio upload field and optional metadata (Manager, Partner, Situation). Test with a short audio sample (30–120 sec), then iterate on the summary prompt. Paste this description into a yellow sticky note at the top of the canvas. Requirements AlekSystem (Cloud or self-hosted) OpenAI credential with transcription + LLM access Google account with Docs/Drive access and available storage How to customize the workflow Tweak the prompt tone, length, or sections (e.g., add “Risks/Blockers”). Change the document title pattern or parent folder. Add Slack or email notifications after the Doc is updated. Log executions to Google Sheets for weekly reporting and audits. Security & publishing tips remove personal IDs (folder IDs, real emails) before sharing; keep node names descriptive; retain sticky notes for setup guidance.
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