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Meeting Workflows let you automate tasks every time a meeting ends. Cassidy can generate follow-up emails, post summaries to Slack, update your CRM with action items, or run any other multi-step automation — all triggered automatically from your recorded meetings.

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Create a meeting Workflow

You can create meeting Workflows from the Meetings page or from the main Workflows page.
1

Open the Workflows tab

Navigate to Meetings in the left sidebar, then click the Workflows tab.
Meetings page with the Workflows tab selected
2

Create or pick a template

Click Create Meeting Workflow in the top right to start with a blank Workflow that already has the Meeting Ended trigger configured. Or select one of the pre-built templates for common use cases like meeting summaries, follow-up emails, or CRM updates.
Meetings Workflows tab showing the Create Meeting Workflow button and template cards
3

Configure your Workflow

If you chose a template, follow the guided setup to customize it. If you started from scratch, add actions to define what happens after a meeting ends.
Workflow template guided setup with pre-configured steps

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Configure the Meeting Ended trigger

The Meeting Ended trigger fires automatically when a recorded meeting finishes. You can configure it to control which meetings run the Workflow.
1

Set privacy

When you add a Meeting Ended trigger, Cassidy asks whether to keep the Workflow shared or make it private. A shared Workflow means other team members could see meeting information from meetings they don’t have access to. Click Make Private & Continue if that’s a concern.
Privacy dialog asking to keep the Workflow shared or make it private
If you keep the Workflow shared, a warning indicator appears on the trigger block. You can make it private at any time.
Meeting Ended trigger block showing a privacy warning indicator
2

Choose meeting scope

Toggle Include Shared Meetings to run this Workflow for all meetings you can access through your organization’s sharing rules. Turn this off to run the Workflow only for meetings you recorded yourself.
Meeting Ended trigger settings with Include Shared Meetings toggle
3

Add filters (optional)

Click + Add Filter to restrict which meetings trigger the Workflow. You can create AND/OR conditions based on:
  • Meeting title
  • Meeting owner
  • Meeting owner group
  • Organizer email
  • Participant names
  • Invitee emails
Click Preview to see which past meetings match your filter criteria.
Meeting filter configuration with AND/OR conditions and filter criteria
4

Activate the trigger

Toggle the trigger on in the Meeting Ended trigger block.
Meeting Ended trigger block with the toggle switch turned on

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Meeting variables

The Meeting Ended trigger provides these variables that you can reference in any action within your Workflow:
VariableDescription
TitleThe meeting title from your calendar
SummaryAI-generated summary of the meeting
TranscriptFull transcript with speaker labels
Recording Started AtWhen the recording began
Recording Ended AtWhen the recording ended
Internal URLLink to the meeting within Cassidy
OrganizerName and email of the meeting organizer
ParticipantsList of participants with name, email, and host status
InviteesList of invited attendees with name, email, and organizer status
Variable picker showing available Meeting Ended trigger variables
Reference these variables in your Workflow actions using the variable picker. For example, you can pass the Transcript into a “Generate Text” action to create a custom summary, or use Participants to send personalized follow-ups to each attendee.

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Manage meeting Workflows

You can access your meeting Workflows in two places:
  • Meetings page — Click the Workflows tab to see My Workflows (Workflows you created) and Team Workflows (Workflows shared by your team).
  • Workflows page — All your Workflows, including meeting-triggered ones, appear in the main Workflows list.
From either location, click a Workflow card to edit it, or use the toggle to turn it on and off.
Meetings Workflows tab showing My Workflows and Team Workflows sections with toggle switches

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Common meeting Workflow ideas

Meeting follow-ups

Extract action items and send a personalized recap email to each participant after every call.

CRM updates

Pull key details from sales calls and automatically log them in HubSpot or Salesforce.

Slack summaries

Post a meeting summary with action items to a Slack channel so the whole team stays informed.

Meeting minutes

Generate standardized meeting minutes with owners and due dates, then store them in your Knowledge Base.

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Next steps

Build a Workflow

Learn the full Workflow builder, including actions, variables, and paths.

Chat with meeting content

Use your meetings as a searchable knowledge source with Agents.

Control meeting access

Set up sharing rules to automatically grant access to the right people.

Get started with Meetings

Connect your calendar and start recording.