We use HubSpot Meetings transcription so transcripts are immediately logged after a meeting hosted by our sellers. I’d like to create a workflow that uses Call Agent to read the transcript (and accompanying history in the contact record) and draft a relevant follow-up email for the seller and share with them for review and sending.
The back half of the desired flow is possible but the trigger is the issue: I can’t trigger a workflow based on the fact that a transcript is present. Trigger has to be:
- Meeting is marked as ‘Complete’ - this requires the seller to reliably do that.
- Use meeting terms to trigger the flow - this requires use of consistent terms in every meeting; not even sure what that would be… “Hi?” “Bye?”
There appears to be no property value available that captures the fact that a transcript was logged. Wish there was and/or wish I could use it.