# 🧠 AI-Powered Meeting Transcript to CRM Data Integration
## **Overview**
This feature automatically transforms meeting transcripts into
structured CRM data using AI.
When unstructured meeting notes are received via a **webhook**, the
system processes them and creates organized **notes, tasks, and
assignments** directly in **Twenty CRM**.
---
## **Key Features**
- **🤖 AI-Powered Analysis:**
Extracts **summaries, action items, assignees, and due dates** from
natural language transcripts.
- **📋 Smart Task Consolidation:**
Merges related sub-tasks into unified deliverables
*(e.g., `"draft" + "review" + "present"` → one consolidated task).*
- **👥 Intelligent Assignment:**
Uses **GraphQL member lookup** to match extracted assignee names to
workspace member IDs with flexible string matching.
- **🔗 Automatic Linking:**
Links generated **notes and tasks** to relevant contacts using
`noteTargets` and `taskTargets`.
- **🗓️ Date Parsing:**
Converts **relative date expressions** (e.g., “next Monday”, “end of
week”) into **ISO-formatted dates** for accurate scheduling.
---
## **Technical Stack**
| Component | Description |
|------------|-------------|
| **AI Provider** | Groq (via OpenAI SDK) using the `GPT-OSS-20B` model
|
| **APIs** | Twenty CRM REST API + GraphQL (for member resolution) |
| **Runtime** | Webhook-triggered **serverless function** written in
**TypeScript** |
---
## **Example Input**
```json
{
"transcript": "During the Project Phoenix Kick-off on November 1st, 2025, we discussed securing the Series B funding. ACTION: Dylan Field is designated to finalize the investor deck layout and needs to present it next Monday, November 4th. Irfan Hussain will review the deck before the presentation by Monday morning. COMMITMENT: Dario Amodei confirmed he would personally review the security protocols for the AI model before the end of this week, by Friday November 7th. Iqra Khan will coordinate the security review process and ensure completion by the Friday deadline.",
"meetingTitle": "Project Phoenix Kick-off",
"meetingDate": "2025-11-01",
"participants": [
"Brian Chesky",
"Dario Amodei",
"Iqra Khan",
"Irfan Hussain",
"Dylan Field"
],
"token": "e6d9d54e51953fd5a451cca933c63e7f8783b001f0c45be95be9d09ee06c6cda",
"relatedPersonId": "6c4b0e98-b69e-42a4-ba0c-fd2eeafca642"
}
```
---
## **Example Output**
```json
{
"success": true,
"noteId": "9cc3b4fc-ae37-4b3e-a343-a4c69cf6b1e8",
"taskIds": [
"0f408062-0dcc-49f0-9866-1ea05392661d",
"2b3739bf-0653-4101-9419-6a44ea5135cd"
],
"summary": {
"noteCreated": true,
"tasksCreated": 2,
"actionItemsProcessed": 2,
"commitmentsProcessed": 0
},
"executionLogs": [
"✅ Validation passed",
"📝 RelatedPersonId: 6c4b0e98-b69e-42a4-ba0c-fd2eeafca642",
"🤖 Starting transcript analysis...",
"✅ Analysis complete: 2 action items, 0 commitments",
"📄 Creating note in Twenty CRM...",
"✅ Note created: 9cc3b4fc-ae37-4b3e-a343-a4c69cf6b1e8",
"📋 Creating tasks from action items...",
"✅ Action item tasks created: 2",
"📋 Creating tasks from commitments...",
"✅ Commitment tasks created: 0"
]
}
```
---
Variable Name | Description
-- | --
GROQ_API_KEY | API key for authenticating requests to the Groq AI
service.
TWENTY_API_KEY | Authentication token used to access the Twenty CRM API.
TWENTY_API_URL | Base URL for the Twenty CRM REST API.
WEBHOOK_SECRET | Secret key used to validate incoming webhook requests
for security.
NODE_ENV | Defines the runtime environment (development, production,
etc.).
LOG_LEVEL | Controls verbosity of logs (info, debug, error).
---
## **Attachments**
<img width="649" height="863" alt="swappy-20251103-035128"
src="https://github.com/user-attachments/assets/2f0390af-9538-4fe2-bba8-f38e558935ad"
/>
---
https://github.com/user-attachments/assets/88620035-67ed-4150-b0be-46131083e2c5
---
Co-authored-by: iqra77818 <iqra77818@gmail.com>
This PR introduces an end-to-end workflow to automatically process
meeting transcripts and create structured notes and tasks in Twenty CRM.
It leverages OpenAI to extract summaries, key points, action items, and
participant commitments from transcripts.
Key features include:
1. AI-powered transcript analysis: Uses OpenAI GPT‑4o-mini to extract a
concise summary, key discussion points, action items, and commitments.
2. Automated note creation: Generates a rich Markdown note in Twenty CRM
with summary and key points.
3. Task automation: Automatically creates tasks in Twenty CRM from
extracted action items and commitments, linking them to the meeting
note.
4. Custom field support: Supports optional metadata from transcript
payloads, which can be included in note/task content or mapped to custom
fields in Twenty CRM if supported.
5. Webhook-ready: Designed to process Granola-style (or similar) webhook
payloads, making it easy to integrate with any AI meeting tool.
Sumbission for Hacktoberfest
Team Name : One for All
## Summary
- add packages/twenty-apps/rollup-engine: a parameterised rollup engine
that ships a default Opportunity → Company
aggregation.
- declare runtime config in package.json (TWENTY_API_KEY, optional
TWENTY_API_BASE_URL, and ROLLUP_ENGINE_CONFIG) so
app configuration lives entirely in Settings → Apps → [App] →
Configuration.
- document the workflow in README.md: deploy via twenty app sync,
populate env vars in the UI, use the Test panel with
a ready JSON payload, and reference troubleshooting tips.
- adjust the function entry point to a named async export and add
fallback logic for blank base URLs, matching the
UI’s env behaviour.
- prune legacy templates and examples so
config/templates/opportunity-to-company.json is the single copy/paste
starting point.
## UI / UX impact
After syncing the app:
- the Configuration screen shows the three env keys with helpful
descriptions (API key, optional base URL, JSON
override),
- the built-in Test your function panel works immediately
- and the default JSON config is available from
config/templates/opportunity-to-company.json for users who need to
customise rollups.
## Testing
- Out-of-the-box deploy to the hosted workspace (Opportunity update) ✓
- “Test your function” with the default config ✓
- Override example: point debugOpportunityCount at a scratch field via
ROLLUP_ENGINE_CONFIG ✓
- Optional: local smoke test (yarn install && yarn smoke) still passes
Updates of the hello-world application
- remove the old hello-world application
- adds an object "postCard"
- adds a serverlessFunction `create-new-post-card` that calls the twenty
api to create a new postCard record
- add a route trigger /post-card/create?recipient=John
As title
twenty-apps is the public repository for public twenty applications. One
small hello-world application is registered here, will be useful for
development
Irfan Hussain