Before you begin
Imagine starting your day with a Slack message in your inbox that links you to a Notion document packed with notes for every upcoming meeting.
Now you can.
This Claybook creates automated and enriched pre-meeting notes in Notion, and then sends automated Slack messages to your inbox every morning.
Stop wasting time prepping notes for meetings. Let Clay do it for you!
Note: To run this Claybook, you will need to use HTTP API enrichment in Clay, which is only available in certain paid plans (Explorer, Pro, Enterprise). Additionally, you will need to access webhooks in Zapier, which are also only available in paid plans.
What you can do with this Claybook:
- Create automated and enriched pre-meeting notes using Clay
- Send pre-meeting notes to Notion documents automatically
- Send automated Slack notifications with links to Notion docs
Steps
Step 1:
Copy this template
First, copy the exact Clay table we use to automate pre-meeting notes in Notion here.
If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.
The interactive demos on the right will guide you through just how simple this is to use.
Step 2:
Setup a webhook to import meeting data
Set up a webhook so you can start importing meeting data (dates, times, attendees, emails, etc.) into the table.
If not a webhook, use a CSV to manually upload meeting data and let Clay automate the rest.
Step 3:
Setup the HTTP API column
Next, edit the HTTP API column (last column in the table) by updating the “Body” section to include any information from the table that you want to zap to Notion.
Step 4:
Setup the Notion and Slack zap
Using the Zapier template here, connect Notion and Slack so you can automate pre-meeting note documents and daily alerts.
Step 5:
Start automating daily pre-meeting notes with Slack alerts
Once pre-meeting Notion documents get created, Zapier sends an automated Slack notification to each rep's inbox every morning so they can prepare for the meetings ahead.
Copy the template
Copy this template to start enriching and automating pre-meeting notes with Clay.
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