How to set up and use Meeting Ended Trigger
This trigger runs your workflow automatically when a meeting recording ends.
Follow these steps:
Add a Meeting Ended Trigger: Create a workflow with a Meeting Ended Trigger, use an existing workflow with a Meeting Ended Trigger, or change an existing workflow's trigger type to a Meeting Ended Trigger.
Configure privacy settings: Choose between keeping the workflow public (shared with other people), which means they could potentially access meeting information from meetings they don't have access to, or click "Make Private & Continue".
If you keep it shared, you'll see a warning indicator with the option to make it private at any time.
Set meeting access scope: Optionally toggle "Include Shared Meetings" to run this workflow for all meetings you can access through your organization's Meeting Sharing Rules. Turn off to run the workflow only for meetings recorded by you.
Add meeting filters: To only trigger the workflow for meetings that meet certain criteria, click "+ Add Filter".
Create AND / OR conditions based on Meeting Title, Meeting Owner, Meeting Owner Group, Organizer Email, Participant Names, or Invitee Emails
Delete conditions by clicking the trash icon
Click "Preview" to see an example of which meetings it would trigger for based on the conditions, for previous meetings
Reference the meeting variables: In the rest of your workflow, you can use the following variables from the Meeting Ended Trigger:
Title: The title of the meeting
Recording Started At: When the meeting recording began
Recording Ended At: When the meeting recording ended
Summary: AI-generated summary of the meeting
Transcript: Full transcript of the meeting
Participant Names: Names of meeting participants
Invited Email Addresses: Email addresses of invited attendees
Internal URL: Link to the meeting within Cassidy
Activate the trigger: In the Meeting Ended Trigger block, click the toggle switch to turn it on.
