{ "name": "Employee Onboarding GPT & Agent Sync - Part 2 (Post-Meeting → Transcribe + Train GPT or Agent)", "flow": [ { "id": 1, "module": "airtable:TriggerWatchRecords", "version": 3, "parameters": { "__IMTCONN__": 1792711, "base": "appYxp059Lcn77aG6", "useColumnId": true, "table": "tblghVYvto5GoWIXw", "config": { "triggerField": "User ID", "labelField": "User ID" }, "maxRecords": 10, "formula": "" }, "mapper": {}, "metadata": { "designer": { "x": -242, "y": 5, "name": "Watch for Completed Onboarding Meeting" }, "restore": { "parameters": { "__IMTCONN__": { "label": "Vito AI (User ID: usr0s6xenHzpKqErc)", "data": { "scoped": "true", "connection": "airtable3" } }, "base": { "label": "AI-SDR" }, "table": { "label": "Users-old" }, "config": { "nested": { "triggerField": { "label": "User ID" }, "labelField": { "label": "User ID" } } } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:airtable3,airtable2", "label": "Connection", "required": true }, { "name": "base", "type": 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"name": "fldMgQYJ2wqYvNYKf", "label": "Company", "type": "text" }, { "name": "fld4QSeVit2tTGc2Z", "label": "Website", "type": "text" }, { "name": "fldnEUyQpQQRi7st6", "label": "Personal LinkedIn", "type": "text" }, { "name": "fld19olpCHWsQ5xLI", "label": "Work Email", "type": "text" }, { "name": "fldC6B8vUsiLYPDNe", "label": "Subscription Status", "type": "text" }, { "name": "fldUCbWMFZTSyVA1G", "label": "Role", "type": "text" }, { "name": "fldrAsQgyqM9ngXl7", "label": "Type", "type": "text" }, { "name": "fldvvaRtfCJwHtJVZ", "label": "Email_Logs", "type": "text" }, { "name": "fldBQBGQbvSAICjiJ", "label": "Email 1 Opens", "type": "array" }, { "name": "fldBjpcrjZPflkSk7", "label": "Email 2 Sent", "type": "array" }, { "name": "fldA4JaVoVK2vtwQe", "label": "Email 2 Opens", "type": "array" }, { "name": "fldbrkiQXkcfZmZ6i", "label": "Email 3 Sent", "type": "array" }, { "name": "fldFf0fGhoD5ySjCD", "label": "Email 3 Opens", "type": "array" }, { "name": "fld2vWQpvDQXHRuuE", "label": "Stage", "type": "array" }, { "name": "fldbHoDDpJa9fry3e", "label": "record_id", "type": "array" } ], "advanced": true } }, { "id": 3, "module": "google-drive:searchForFilesFolders", "version": 4, "parameters": { "__IMTCONN__": 2625238 }, "mapper": {}, "metadata": { "designer": { "x": 152, "y": 2, "name": "Search for Google Meet File from Google Drive" }, "restore": { "parameters": { "__IMTCONN__": { "label": "My Google Vito Automation connection (nate.shelly@vitoautomation.com)", "data": { "scoped": "true", "connection": "google-restricted" } } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:google-restricted", "label": "Connection", "required": true } ] } }, { "id": 4, "module": "google-drive:getAFile", "version": 4, "parameters": { "__IMTCONN__": 2625238 }, "mapper": { "select": "map", "formatDocuments": "application/vnd.openxmlformats-officedocument.wordprocessingml.document", "formatSpreadsheets": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", "formatPresentations": "application/vnd.openxmlformats-officedocument.presentationml.presentation", "formatDrawings": "image/jpeg", "file": "{{3.id}}" }, "metadata": { "designer": { "x": 579, "y": -1, "name": "Download Google Meet File" }, "restore": { "parameters": { "__IMTCONN__": { "label": "My Google Vito Automation connection (nate.shelly@vitoautomation.com)", "data": { "scoped": "true", "connection": "google-restricted" } } }, "expect": { "select": { "label": "Enter manually" }, "formatDocuments": { "label": "MS Word Document" }, "formatSpreadsheets": { "label": "MS Excel" }, "formatPresentations": { "label": "MS PowerPoint" }, "formatDrawings": { "label": "JPEG" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:google-restricted", "label": "Connection", "required": true } ], "expect": [ { "type": "hidden" }, { "name": "select", "type": "select", "label": "Enter a File ID", "required": true, "validate": { "enum": [ "map", "value" ] } }, { "name": "formatDocuments", "type": "select", "label": "Convert Google Documents Files to Format", "required": true, "validate": { "enum": [ "application/vnd.openxmlformats-officedocument.wordprocessingml.document", "application/pdf", "application/vnd.oasis.opendocument.text", "text/html", "text/plain", "application/rtf", "text/markdown" ] } }, { "name": "formatSpreadsheets", "type": "select", "label": "Convert Google Spreadsheets Files to Format", "required": true, "validate": { "enum": [ "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", "application/x-vnd.oasis.opendocument.spreadsheet", "application/pdf", "text/csv" ] } }, { "name": "formatPresentations", "type": "select", "label": "Convert Google Slides Files to Format", "required": true, "validate": { "enum": [ "application/vnd.openxmlformats-officedocument.presentationml.presentation", "application/pdf" ] } }, { "name": "formatDrawings", "type": "select", "label": "Convert Google Drawings Files to Format", "required": true, "validate": { "enum": [ "image/jpeg", "image/png", "image/svg+xml", "application/pdf" ] } }, { "name": "file", "type": "text", "label": "File ID", "required": true } ] } }, { "id": 2, "module": "openai-gpt-3:CreateTranscription", "version": 1, "parameters": { "__IMTCONN__": 1796128 }, "mapper": { "fileName": "{{1.id}}", "fileData": "{file_data}", "model": "gpt-4o-transcribe", "prompt": "Transcribe this meeting: {{1.fldOUM33qRCNly9GR}}", "temperature": "1", "logProbs": false }, "metadata": { "designer": { "x": 963, "y": -3, "name": "Transcribe & Summarize Meeting" }, "restore": { "parameters": { "__IMTCONN__": { "label": "My OpenAI connection", "data": { "scoped": "true", "connection": "openai-gpt-3" } } }, "expect": { "model": { "mode": "chose", "nested": [ { "help": "If chosen will return the log probabilities of the tokens in the response to understand the model's confidence in the transcription.", "name": "logProbs", "type": "boolean", "label": "Include Log Probabilities", "default": false, "required": true } ], "label": "gpt-4o-transcribe (system)" }, "logProbs": { "mode": "chose" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:openai-gpt-3", "label": "Connection", "required": true } ], "expect": [ { "name": "fileName", "type": "filename", "label": "File Name", "required": true }, { "name": "fileData", "type": "buffer", "label": "File Data", "required": true }, { "name": "model", "type": "select", "label": "Model", "required": true }, { "name": "prompt", "type": "text", "label": "Prompt" }, { "name": "temperature", "type": "number", "label": "Temperature", "validate": { "max": 1, "min": 0 } }, { "name": "language", "type": "text", "label": "Language" }, { "name": "logProbs", "type": "boolean", "label": "Include Log Probabilities", "required": true } ], "interface": [ { "name": "text", "type": "text", "label": "Text" } ] } }, { "id": 5, "module": "airtable:ActionUpdateRecords", "version": 3, "parameters": { "__IMTCONN__": 1792711 }, "mapper": { "base": "appYxp059Lcn77aG6", "typecast": false, "useColumnId": true, "table": "tblghVYvto5GoWIXw", "id": "{{4.id}}", "record": {} }, "metadata": { "designer": { "x": 1367, "y": -7, "name": "Store Summary in GPT or Knowledge Base" }, "restore": { "parameters": { "__IMTCONN__": { "label": "Vito AI (User ID: usr0s6xenHzpKqErc)", "data": { "scoped": "true", "connection": "airtable3" } } }, "expect": { "base": { "label": "AI-SDR" }, "typecast": { "mode": "chose" }, "useColumnId": { "mode": "chose" }, "table": { "label": "Users-old" }, "record": { "nested": { "fld7s8wo7CZtQtwis": { "mode": "edit" }, "fldzYRUWNOR20oj3p": { "mode": "chose" }, "fldHJkFHSaF8CPuKQ": { "mode": "edit" }, "fldC6B8vUsiLYPDNe": { "mode": "edit" }, "fldUCbWMFZTSyVA1G": { "mode": "edit" }, "fldrAsQgyqM9ngXl7": { "mode": "edit" } } } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:airtable3,airtable2", "label": "Connection", "required": true } ], "expect": [ { "name": "base", "type": "select", "label": "Base", "required": true }, { "name": "typecast", "type": "boolean", "label": "Smart links", "required": true }, { "name": "useColumnId", "type": "boolean", "label": "Use Column ID", "required": true }, { "name": "table", "type": "select", "label": "Table", "required": true }, { "name": "id", "type": "text", "label": "Record ID", "required": true }, { "name": "record", "type": "collection", "label": "Record", "spec": [ { "name": "fldOUM33qRCNly9GR", "type": "text", "label": "Name" }, { "name": "fld95wKoZPR7Zb03n", "type": "text", "label": "User Email" }, { "name": "fldbaXErrPNzeHuTE", "type": "text", "label": "User ID" }, { "name": "fldxz6prGrgeGxDkv", "type": "text", "label": "Password Hash" }, { "name": "fldm5WG3b8HCyCIUV", "type": "number", "label": "Stripe Customer ID" }, { "name": "fld7s8wo7CZtQtwis", "type": "select", "label": "Status", "mode": "edit" }, { "name": "fldzYRUWNOR20oj3p", "type": "boolean", "label": "Onboarding Completed" }, { "name": "fldHJkFHSaF8CPuKQ", "type": "select", "label": "Subscription Plan", "mode": "edit" }, { "name": "fldSfLImVnh3nD7af", "type": "number", "label": "Total Emails Used" }, { "name": "fldMgQYJ2wqYvNYKf", "type": "text", "label": "Company" }, { "name": "fld4QSeVit2tTGc2Z", "type": "text", "label": "Website" }, { "name": "fldnEUyQpQQRi7st6", "type": "text", "label": "Personal LinkedIn" }, { "name": "fld19olpCHWsQ5xLI", "type": "text", "label": "Work Email" }, { "name": "fldC6B8vUsiLYPDNe", "type": "select", "label": "Subscription Status", "mode": "edit" }, { "name": "fldUCbWMFZTSyVA1G", "type": "select", "label": "Role", "mode": "edit" }, { "name": "fldrAsQgyqM9ngXl7", "type": "select", "label": "Type", "mode": "edit" }, { "name": "fldvvaRtfCJwHtJVZ", "type": "text", "label": "Email_Logs" } ] } ], "interface": [ { "name": "id", "type": "text", "label": "ID" }, { "name": "createdTime", "type": "date", "label": "Created Time" }, { "name": "fldOUM33qRCNly9GR", "label": "Name", "type": "text" }, { "name": "fld95wKoZPR7Zb03n", "label": 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Modified Time", "type": "date" }, { "name": "fldMgQYJ2wqYvNYKf", "label": "Company", "type": "text" }, { "name": "fld4QSeVit2tTGc2Z", "label": "Website", "type": "text" }, { "name": "fldnEUyQpQQRi7st6", "label": "Personal LinkedIn", "type": "text" }, { "name": "fld19olpCHWsQ5xLI", "label": "Work Email", "type": "text" }, { "name": "fldC6B8vUsiLYPDNe", "label": "Subscription Status", "type": "text" }, { "name": "fldUCbWMFZTSyVA1G", "label": "Role", "type": "text" }, { "name": "fldrAsQgyqM9ngXl7", "label": "Type", "type": "text" }, { "name": "fldvvaRtfCJwHtJVZ", "label": "Email_Logs", "type": "text" }, { "name": "fldBQBGQbvSAICjiJ", "label": "Email 1 Opens", "type": "array" }, { "name": "fldBjpcrjZPflkSk7", "label": "Email 2 Sent", "type": "array" }, { "name": "fldA4JaVoVK2vtwQe", "label": "Email 2 Opens", "type": "array" }, { "name": "fldbrkiQXkcfZmZ6i", "label": "Email 3 Sent", "type": "array" }, { "name": "fldFf0fGhoD5ySjCD", "label": "Email 3 Opens", "type": "array" }, { "name": "fld2vWQpvDQXHRuuE", "label": "Stage", "type": "array" }, { "name": "fldbHoDDpJa9fry3e", "label": "record_id", "type": "array" } ], "advanced": true } } ], "metadata": { "instant": false, "version": 1, "scenario": { "roundtrips": 1, "maxErrors": 3, "autoCommit": true, "autoCommitTriggerLast": true, "sequential": false, "slots": null, "confidential": false, "dataloss": false, "dlq": false, "freshVariables": false }, "designer": { "orphans": [] }, "zone": "us1.make.com", "notes": [ { "moduleIds": [ 1 ], "content": "

Watches the Airtable base for records where the onboarding meeting has been marked as completed (e.g., via a status field or timestamp). Once detected, this triggers the post-meeting automation flow.

Replace this module as needed to match your stack.

Need help? Ping Nate Shelly

", "isFilterNote": false, "metadata": { "color": "#9138FE" } }, { "moduleIds": [ 3 ], "content": "

Searches Google Drive for the meeting recording file using metadata (e.g., filename, folder, or attendee email). This file is used as the source for transcription in the next step.

Replace this module as needed to match your stack.

Need help? Ping Nate Shelly

", "isFilterNote": false, "metadata": { "color": "#9138FE" } }, { "moduleIds": [ 4 ], "content": "

Downloads the identified recording file from Google Drive so it can be passed into the transcription step. This module handles the file transfer for audio or video content.

Replace this module as needed to match your stack.

Need help? Ping Nate Shelly

", "isFilterNote": false, "metadata": { "color": "#9138FE" } }, { "moduleIds": [ 2 ], "content": "

Uses GPT or Whisper to transcribe and summarize the meeting content. The summary focuses on essential questions, answers, or insights from the onboarding conversation.

Replace this module as needed to match your stack.

Need help? Ping Nate Shelly

", "isFilterNote": false, "metadata": { "color": "#9138FE" } }, { "moduleIds": [ 5 ], "content": "

Updates the Airtable knowledgebase or learning table with the new meeting summary. This enables your internal GPT or agent to reference recent onboarding Q&A over time.

Replace this module as needed to match your stack.

Need help? Ping Nate Shelly

", "isFilterNote": false, "metadata": { "color": "#9138FE" } } ] } }