This automation automatically qualifies prospects after a sales call, writes a personalised follow-up email, and adds action items to Google Tasks. Built with Zapier, it connects Google Meet, Notta (for transcription), OpenAI, Gmail, and Google Tasks into a seamless post-call workflow.

After a Google Meet sales call ends, Notta transcribes the recording. The transcript is sent to OpenAI which analyses the conversation to qualify the prospect, extract key discussion points, identify next steps, and draft a personalised follow-up email. The email is sent via Gmail, and action items are added to Google Tasks automatically.

Ideal for sales teams, consultants, and account managers who want to follow up faster and more consistently after every call. The Zapier automation ensures no prospect falls through the cracks and every follow-up is personalised based on what was actually discussed.

• Transcribes Google Meet sales calls automatically using Notta.
• Analyses the transcript with OpenAI to qualify the prospect and extract key points.
• Drafts a personalised follow-up email based on the actual conversation content.
• Sends the follow-up email via Gmail immediately after processing.
• Creates action items in Google Tasks from the identified next steps.
• 14-step Zapier workflow with built-in error handling.
• Triggers automatically when a Google Meet call ends and Notta completes the transcription.

• Follow up within minutes of every sales call instead of hours or days.
• Send personalised emails that reference what was actually discussed on the call.
• Never miss a follow-up or forget action items from a sales conversation.
• Qualify prospects automatically based on the call transcript.
• Save 30 to 45 minutes per sales call on post-call admin work.

1. Log into your Zapier account and create a new Zap from the template.
2. You will need accounts with Zapier, Google Meet, Notta, OpenAI, Gmail, and Google Tasks. See the Tools Required section above.
3. Set the trigger to Notta: New Transcription. This fires when a Google Meet call is transcribed.
4. Connect your Notta account to Zapier and ensure Notta is set to automatically transcribe your Google Meet recordings.
5. Add an OpenAI step. Configure it to analyse the transcript and output: prospect qualification, key discussion points, next steps, and a draft follow-up email.
6. Customise the OpenAI prompt to match your sales process and email tone. Include your name and company details for the email signature.
7. Add a Gmail step to send the AI-drafted follow-up email. Map the recipient email, subject line, and email body from the OpenAI output.
8. Add a Google Tasks step to create a task for each identified action item from the call.
9. Test the Zap by running a short Google Meet call and letting Notta transcribe it.
10. Verify that the follow-up email was sent correctly and the action items appeared in Google Tasks.
11. Turn on the Zap to run automatically after every future sales call.