Automation · Customer service and scheduling
Send on WhatsApp the summary and action items of a meeting recorded in MeetGeek
An AI agent finds your customer meeting in MeetGeek and sends on WhatsApp what was agreed, the action items and the exact quote if asked.
How do I send a customer on WhatsApp what we agreed in the meeting MeetGeek recorded?
A Met connected to MeetGeek lists your account's meetings and finds the one held with the customer who is writing. It opens its details to confirm by title, date and participants that it is the right one, pulls the summary with decisions, action items and next steps, and replies to the customer on WhatsApp with that data. If the customer asks what was said about a topic, the Met checks the highlights and, if needed, the transcript, and quotes the line with its time and who said it.
What starts it
When the customer writes
It starts when the customer writes on WhatsApp after the meeting, for example to ask what comes next or what is on their side. There is no trigger to set up: the Met assigned to the line handles it inside that conversation.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
Customer service Met that follows up on meetings
Customer service team
It is the Met that looks after customers on WhatsApp after a meeting, with MeetGeek connected. Its work ends when the customer has the agreements and their own action items in writing.
Run by the customer support Met
Channels: WhatsApp
What you need connected
- MeetGeek Automate and collaborate
5 steps · 5 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find the meeting with the customer
The Met lists the connected account's past meetings, page by page, and keeps the ones whose title and date match what the customer describes.
- 2
Confirm it is the right one
The Met opens the meeting details to check the title, time and participants, and that the recording is already processed. If two look alike, it asks the customer which one it was.
- 3
Pull what was agreed
The Met pulls the MeetGeek summary, with topics, decisions, action items and next steps, and writes the customer a message with that data, not with what it remembers from the chat.
- 4
Check the highlights
If the customer asks about a specific topic, such as a price or a delivery date, the Met checks the meeting highlights, which include the quote, its time and who said it.
- 5
Quote the exact line if needed
When the highlights are not enough, the Met opens the full transcript and looks for what each person said, to quote it with the speaker's name and the time.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
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The MeetGeek ready connector
In Met, open Connections → MeetGeek → Connect, sign in with Google or Microsoft and authorize access with the account that records your customer meetings.
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Meetings recorded in MeetGeek
MeetGeek has to have recorded and processed the meeting. According to MeetGeek, the free plan works and your plan's limits apply.
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A WhatsApp line with the Met assigned
You connect your WhatsApp Business API line in Met and assign the customer service Met. MeetGeek remains the memory of your meetings; the conversation happens on WhatsApp.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not work if the meeting was not recorded in MeetGeek or has not finished processing: without a recording there is no summary or transcript to look up.
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It does not see meetings the connected account cannot see. If someone else on the team recorded the meeting, it has to be within that account's reach.
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It does not send the customer the recording or change the summary in MeetGeek: the Met reads the data and writes the message.
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It does not create the action items in your project tool or your CRM: it lists them in the chat. Moving them to another tool is another step.
FAQ
Questions about this automation
The Met lists them and checks the details of each one. If it cannot tell which one it is, it asks the customer before summarizing.
The MeetGeek page includes an action that lists a team's meetings. This automation uses the connected account's meetings; it can be adjusted in the Met's instructions.
The Met replies in the language its instructions set, with the data from the MeetGeek summary. The summary is not changed in MeetGeek.
No. It replies with what it finds in MeetGeek. The control lies in which actions the admin leaves on in Connections and in the Met's instructions.
Keep going
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.