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Turn tl;dv Meeting Notes Into Salesforce Records and Action Items

After each call, tl;dv's transcript is summarised by AI into decisions and next steps, then written to Salesforce — so follow-ups are captured before you've even left the meeting.

difficulty Intermediatesetup 35 minresult Every tl;dv call produces a clean Salesforce entry with a summary and extracted action items, so nothing slips through the cracks.—
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  1. 1

    Step 1 — Receive the transcript

    Add a Webhook (or tl;dv integration) that fires when tl;dv finishes processing a call, delivering the transcript.

  2. 2

    Step 2 — Summarise with AI

    Add an OpenAI node that returns a short summary plus a bulleted list of action items with owners and due dates.

  3. 3

    Step 3 — Write to Salesforce

    Add a Salesforce node that logs the summary against the contact/deal and attaches the action items.

  4. 4

    Step 4 — Share the recap (optional)

    Add a Slack or email step to send the summary to attendees, so everyone leaves aligned.

Frequently asked questions

What if the transcript is long?

Chunk it in Step 2 or use a model with a large context window. Summarising in sections then merging keeps quality high on hour-long calls.

Can I create Salesforce tasks only for my action items?

Yes — have the AI tag each item with an owner in Step 2, then filter to yours before Step 3.

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