How it works

Follow these 4 simple steps to start receiving organized meeting notes automatically in Google Docs

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Transcript Ready
App connector: Recall • Time to complete: 2 minutes
Why this matters: This webhook receives the completed transcription from Recall, which contains all the raw audio-to-text data that the workflow needs to process into useful meeting notes.

This trigger activates when Recall finishes converting your meeting audio to text and sends the transcript data to MESA. You'll need to install the webhook URL that MESA provides into your Recall account settings. The trigger automatically captures the full transcript with speaker names and timestamps, then passes this data to the AI processing steps. No manual configuration is needed beyond the initial webhook setup.

Create Descriptive Document Title
App connector: AI • Time to complete: 0 minutes (Auto-configured)
Why this matters: This AI step analyzes the meeting content to generate a meaningful title that makes your Google Docs easy to find and organize later, rather than using generic filenames.

The AI reviews the complete meeting transcript and creates a concise, descriptive title that captures the main topic, decision, or outcome discussed. This step processes the raw transcript data and generates a title like "Q4 Marketing Strategy Planning Session" or "Product Launch Timeline Review" based on the actual conversation content. The generated title gets passed directly to the Google Docs creation step to name your document appropriately.

Summarize Meeting Transcription
App connector: AI • Time to complete: 0 minutes (Auto-configured)
Why this matters: This transforms the raw transcript into a structured summary with key discussion points and actionable items, making the content much more useful than reading through the entire conversation.

The AI processes the timestamped transcript and creates a formatted summary containing a 2-3 paragraph overview of the conversation plus a clear list of any action items, decisions, or follow-ups mentioned. If no action items exist, it clearly states "No action items found." The AI maintains speaker context and extracts the most important information while condensing lengthy discussions into digestible insights that get formatted into your final Google Doc.

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Create Document
App connector: Google Docs • Time to complete: 1 minute
Why this matters: This final step takes the AI-generated title and summary content and creates the actual Google Doc in your Drive, completing the automated workflow from audio to organized notes.

The step creates a new Google Docs document using the descriptive title from Step 2 as the filename and populates it with the structured meeting summary from Step 3. The document appears in your Google Drive immediately after the workflow completes, ready for sharing or further editing. You can configure which Google Drive folder the documents should be saved to by connecting your Google account and selecting the destination folder.

Make it your own

Customize this workflow even further:

Set reminder delays
Add time delays before creating the document, giving you a chance to review and edit the transcript in Recall before the final notes are generated.
Add team notifications
Connect Slack or email steps to automatically notify team members when meeting notes are ready, including a link to the new Google Doc.
Store meeting data in tables
Save key meeting details like attendee names, topics discussed, and action item counts in MESA tables for tracking meeting productivity over time.
Deploy AI agents for content filtering
Let AI agents evaluate meeting content and only create documents for meetings that contain action items or important decisions, filtering out casual check-ins.

Frequently asked questions

Can I customize the meeting summary format or add additional sections?
Yes, you can modify the AI prompt in Step 3 to include specific sections like "Key Decisions," "Next Steps," or "Attendee List" by editing the prompt content to match your team's preferred meeting note structure.
What happens if the Recall transcript contains multiple speakers with similar names?
The AI will work with whatever speaker identification Recall provides, but you may see generic labels like "Speaker 1" and "Speaker 2" if Recall can't distinguish voices. Consider using Recall's speaker identification features or manually updating speaker names in Recall before the transcript is sent.
Will this work with recurring meetings that have the same agenda topics?
Absolutely. The AI generates unique titles based on actual discussion content, so your "Weekly Team Standup" meetings will get specific titles like "Weekly Standup - Project Alpha Delays Discussion" rather than generic repeated names.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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