> ## Documentation Index > Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt > Use this file to discover all available pages before exploring further. # Automate with meeting Workflows > Trigger Workflows when a meeting ends to generate follow-ups, update your CRM, and summarize key decisions. Meeting [Workflows](/workflows/overview) 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. ## Create a meeting Workflow You can create meeting Workflows from the Meetings page or from the main Workflows page. Navigate to **Meetings** in the left sidebar, then click the **Workflows** tab. Meetings page with the Workflows tab selected 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 If you chose a template, follow the guided setup to customize it. If you started from scratch, add [actions](/workflows/building) to define what happens after a meeting ends. Workflow template guided setup with pre-configured steps Navigate to **Workflows** in the left sidebar and click **Create Workflow**. In the Workflow builder, click the trigger block and select **Meeting Ended** from the trigger options. Trigger selection panel showing the Meeting Ended option Add actions to define what happens when a meeting ends. You can reference any of the [meeting variables](#meeting-variables) in your actions. ## 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. 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 Toggle **Include Shared Meetings** to run this Workflow for all meetings you can access through your organization's [sharing rules](/meetings/sharing-and-permissions). Turn this off to run the Workflow only for meetings you recorded yourself. Meeting Ended trigger settings with Include Shared Meetings toggle 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 Toggle the trigger on in the Meeting Ended trigger block. Meeting Ended trigger block with the toggle switch turned on ## Meeting variables The Meeting Ended trigger provides these variables that you can reference in any action within your Workflow: | Variable | Description | | ------------------------ | ---------------------------------------------------------------- | | **Title** | The meeting title from your calendar | | **Summary** | AI-generated summary of the meeting | | **Transcript** | Full transcript with speaker labels | | **Recording Started At** | When the recording began | | **Recording Ended At** | When the recording ended | | **Internal URL** | Link to the meeting within Cassidy | | **Organizer** | Name and email of the meeting organizer | | **Participants** | List of participants with name, email, and host status | | **Invitees** | List 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. ## 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 ## Common meeting Workflow ideas Extract action items and send a personalized recap email to each participant after every call. Pull key details from sales calls and automatically log them in HubSpot or Salesforce. Post a meeting summary with action items to a Slack channel so the whole team stays informed. Generate standardized meeting minutes with owners and due dates, then store them in your Knowledge Base. ## Next steps Learn the full Workflow builder, including actions, variables, and paths. Give Agents access to your meeting library for cross-meeting search. Meetings Connector, single-meeting chat, or Knowledge Base import. Set up sharing rules to automatically grant access to the right people. Connect your calendar and start recording.