6 methods to automate tl;dv

Nothing destroys your focus throughout a gathering sooner than having to take notes. You already know it’s essential to be totally current, nevertheless it’s laborious whenever you’re anxious about capturing key data for later. 

AI transcription instruments like tl;dv may help you keep focus with out letting something essential fall by the cracks. By mechanically recording, transcribing, and pulling assembly insights for you, tl;dv makes it straightforward to seize each the large image and the little particulars.

And whenever you join tl;dv to your different apps and AI instruments, you are able to do much more to streamline your calls. With Zapier’s automated workflows (referred to as Zaps), you may share recordings in different apps, ship crew notifications, and extract key insights from conferences—all mechanically. Listed below are a number of concepts to energy your processes.

Desk of contents

Save tl;dv recordings to paperwork or recordsdata

It is essential to maintain your recordings and transcripts organized—in any other case, you will not be capable of discover the knowledge you want later.

However manually downloading tl;dv recordsdata and changing them to Google Drive recordsdata or paperwork is a tough workflow to scale. The fuller your assembly schedule, the extra doubtless your content material group workflow will fall by the wayside.

As a substitute, use considered one of these Zaps to show tl;dv transcripts and recordings into recordsdata in your favourite storage app, like Google Drive or Notion. That manner, new recordsdata shall be saved to your storage platform as quickly as you end a gathering.

Ship current assembly recording to tl;dv

Whereas AI assembly recording instruments are rising in popularity, you may not all the time be capable of carry a bot to a video name. Possibly another person owns the assembly invite  or an attendee did not consent to having AI document the decision—otherwise you simply plain forgot. 

Fortunately, you may nonetheless generate computerized tl;dv transcripts and notes for each assembly. As a substitute of  manually importing Zoom recordings to tl;dv, you may simply use considered one of these Zaps to ship assembly recordings out of your file storage apps or Zoom to tl;dv. Then, you will have entry to AI notes, transcripts, and all of your favourite assembly assistant options—even for those who do not invite tl;dv to your Zoom conferences.

In fact, including these recordings to tl;dv is simply half the battle. The above Zaps will mechanically transcribe your recordings, however they will not instantly summarize them. Thankfully, tl;dv also can set off workflows at any time when a brand new transcript is logged within the system. When you arrange the set off, you may add an AI step utilizing different instruments like ChatGPT or AI by Zapier to summarize new transcripts for you. 

Take into account that summarizing these transcripts is simply step one. To get worth from it, you will need to add a 3rd step to your Zap that sends these summaries elsewhere for straightforward studying. That could possibly be Slack, the place your crew works, or in a shared Google Doc. 

Use AI to put in writing emails based mostly on transcripts

In case you work in a customer-facing function like gross sales or help, you will spend a variety of time fielding calls from folks exterior your crew. The baseline to a profitable gross sales or help name is all the time a quick follow-up. 

Reasonably than manually typing out each follow-up e-mail, you may as soon as once more use AI instruments to deal with the heavy lifting. These Zaps use tl;dv’s transcript (or notes) as enter, then move it to ChatGPT or Jasper to generate a refined follow-up e-mail draft earlier than sending the e-mail mechanically or saving it as a draft to evaluate.

Add duties and context to tasks

If you’re engaged on a challenge and have to reference one thing you chatted about in a gathering, it is time-consuming and irritating to need to hunt by all of your previous tl;dv recordings. However preserving all project-related conversations and knowledge organized could be a enormous drain in your time.

Automation can preserve assembly recordings simply accessible alongside your different challenge data. These Zaps mechanically create objects in your challenge administration app of selection at any time when a brand new recording or transcript is added in tl;dv.

You too can use a Zap to mechanically flip tl;dv notes into duties in ClickUp, Trello, or Asana.

Professional tip: Add a filter step to solely automate notes or duties with a particular tag, like “Subsequent steps” or “Actionable.” That manner, all of your notes keep organized and you’ll comply with up on duties effectively.

Join tl;dv to a spreadsheet or database

If you’re doing a variety of buyer or prospect outreach, it is essential to trace of each touchpoint. Retaining your assembly recordings and notes in a single sortable, filterable spreadsheet helps you to create stories to your crew extra simply—to not point out preserve your self organized.

However manually including name notes to a spreadsheet is not sustainable as your calendar fills up. Fortunately, you need to use automation to maintain your spreadsheets updated with none tedious busywork. 

These Zaps add recording knowledge to new spreadsheet rows anytime a brand new recording, word, or transcript is added in tl;dv.  That manner, you’ve got an correct and detailed log of who you spoke to and when.

Preserve your crew within the loop

If you wrap up a gross sales name or interview, your workflow would possibly embrace sending updates to the remainder of your crew. A fast Slack notification can preserve your crew within the loop about new certified leads, buyer suggestions, or accomplished analysis interviews. Or possibly you prefer to ship assembly recordings and notes to inner assembly contributors by way of Slack. 

Both manner, manually drafting messages can rapidly fall by the cracks in case you have a variety of different duties in your plate. As a substitute, use considered one of these Zaps to ship channel or direct messages in Slack at any time when a brand new recording, transcript, or word is added in tl;dv. 

Streamline your conferences with tl;dv and Zapier

By combining tl;dv with Zapier, you are not simply automating duties, you are orchestrating smarter methods that preserve your conferences and groups in sync. With automation dealing with the whole lot from summaries to subsequent steps, you may eradicate the chaos of handbook follow-ups and transfer your tasks ahead. 

And that is simply the beginning of what you are able to do with tl;dv and Zapier. What is going to you automate first?

This text was initially revealed in Might 2024, with earlier contributions by Nicole Replogle and Elena Alston. It was most not too long ago up to date in March 2026 by Hannah Herman.