Meeting Transcript Enrichment with Circleback and Airtable - Automated CRM Workflow

Overview

This workflow automates the extraction and enrichment of meeting transcripts by processing webhook JSON input from Circleback, combining relevant data lists, and logging enriched meeting details directly into Airtable for CRM management. It streamlines CRM updates by integrating Circleback's meeting data capture with Airtable's database capabilities.

How It Works

1. Receives meeting transcript data via the Circleback Webhook node.
2. Extracts and parses JSON data using the JSON Parse node to isolate key meeting details.
3. Combines extracted lists through the Merge node to consolidate participant and transcript information.
4. Writes the enriched meeting record into Airtable using the Airtable node configured for CRM entry.

Use Cases

• Sales teams logging detailed meeting transcripts and contact data automatically into Airtable CRM.
• Customer success managers tracking client interactions with enriched transcript metadata.
• Marketing teams analyzing meeting outcomes by centralizing transcript data in Airtable.

Setup Requirements

• OAuth connection for Circleback Webhook to receive meeting data.
• API key and base configuration for Airtable to enable record creation.
• Proper JSON schema setup in the JSON Parse node to match Circleback's webhook payload.