AgeBridge
AgeBridge Guided Project · IntermediateAbout 5 hours

Meeting notes to CRM

A finished call becomes a contact, a note on the timeline and a list of next steps, without anyone typing it up.

0/6 steps builtYour progress is saved on this device.

Before you start

Get ready

What you'll have at the end

A Make scenario that wakes when a transcript is ready, reads the call through Claude, writes one HubSpot contact per person however many times you meet them, and files the summary and the next steps as a note.

What it proves

transcript parsingupsert without duplicatesCRM timeline

Accounts to create

FirefliesMeeting transcripts with a webhookDocsMakeVisual scenarios, free plan with 1,000 operations a monthDocsFree offerHubSpot CRMFree CRM with a generous APIDocsFree offerClaude APIThe model behind the steps; pay per useDocsFree offer
  • Instead of Claude API: OpenAI API

What it costs: Free: a Fireflies free account, a free HubSpot CRM, the Make free plan, plus a few cents of model usage.

Have this ready

  • A free HubSpot CRM with no real customers in it
  • A phone you can record a two-minute voice memo on
  • Fireflies is the transcript tool used throughout; Otter works the same way, but every screen named here is a Fireflies screen

How it fits together

Firefliesthe transcript is readyMake webhookone run per meetingFireflies APIthe words of the callClaudecontact, stage, next stepsRouteran email, or no email at allHubSpot contactcreated or updated, never doubledTimeline notewhat was said, and what happens next
  1. Fireflies: the transcript is ready
  2. Make webhook: one run per meeting
  3. Fireflies API: the words of the call
  4. Claude: contact, stage, next steps
  5. Router: an email, or no email at all
  6. HubSpot contact: created or updated, never doubled
  7. Timeline note: what was said, and what happens next