Félix Malfait
183 lines
5.0 KiB
Markdown
183 lines
5.0 KiB
Markdown
## 🧠 AI-Powered Meeting Transcript to CRM Data Integration
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---
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### Overview
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This feature automatically transforms meeting transcripts into structured CRM data using AI.
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When unstructured meeting notes are received via a **webhook**, the system processes them and creates organized **notes, tasks, and assignments** directly in Twenty CRM.
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---
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### Key Features
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- 🤖 **AI-Powered Analysis:**
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Extracts summaries, action items, assignees, and due dates from natural language transcripts.
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- 🗂 **Smart Task Consolidation:**
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Merges related sub-tasks into unified deliverables
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_(e.g., `"draft"` + `"review"` + `"present"` → one consolidated task)._
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- 🧑🤝🧑 **Intelligent Assignment:**
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Uses GraphQL member lookup to match extracted assignee names to workspace member IDs with flexible string matching.
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- 🔗 **Automatic Linking:**
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Links generated **notes** and **tasks** to relevant contacts using `noteTargets` and `taskTargets`.
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- 📅 **Date Parsing:**
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Converts relative date expressions (e.g., “next Monday”, “end of week”) into **ISO-formatted dates** for accurate scheduling.
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---
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## Requirements
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- [Twenty CLI](https://www.npmjs.com/package/twenty-cli) - Install globally: `npm install -g twenty-cli`
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- Twenty CRM instance with API access
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- API key from [Settings > API & Webhooks](https://twenty.com/settings/api-webhooks)
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- OpenAI API key or compatible service (Groq, etc.)
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## Installation
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1. **Authenticate with Twenty CLI:**
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```bash
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twenty auth login
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```
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2. **Configure environment variables:**
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Copy `.env.example` to `.env` and fill in your credentials:
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```bash
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cp .env.example .env
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```
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Required environment variables:
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- `AI_PROVIDER_API_KEY`: Your OpenAI or Groq API key
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- `TWENTY_API_KEY`: Generated from your Twenty CRM instance
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- `TWENTY_API_URL`: Your Twenty CRM instance URL (e.g., https://your-instance.twenty.com)
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- `WEBHOOK_SECRET_TOKEN`: Secret token for webhook authentication
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- `AI_PROVIDER_API_BASE_URL`: Base URL for OpenAI-compatible API (defaults to https://api.openai.com/v1)
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3. **Install dependencies:**
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```bash
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yarn install
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```
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4. **Deploy to your Twenty workspace:**
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```bash
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twenty app sync
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```
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## Configuration
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### Using Groq Instead of OpenAI
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To use Groq's API (which is compatible with OpenAI's SDK), set:
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```bash
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AI_PROVIDER_API_BASE_URL=https://api.groq.com/openai/v1
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AI_PROVIDER_API_KEY=your-groq-api-key
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```
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### Using OpenAI
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To use OpenAI's official API:
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```bash
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AI_PROVIDER_API_BASE_URL=https://api.openai.com/v1
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AI_PROVIDER_API_KEY=your-openai-api-key
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```
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### 🔗 Webhook Setup (inside Twenty)
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Navigate to:
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**Twenty → Workspace Settings → APIs & Webhook → + New Webhook**
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| Field | Value |
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|--------|-------------------------------------------|
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| **Method** | `POST` |
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| **URL** | your deployed endpoint URL |
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| **Secret** | Generate one & store same in `.env` |
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## Usage
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Send a POST request to your webhook endpoint with the following payload:
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```json
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{
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"transcript": "During the Project Phoenix Kick-off on November 1st, 2025...",
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"meetingTitle": "Project Phoenix Kick-off",
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"meetingDate": "2025-11-01",
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"participants": [
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"Brian Chesky",
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"Dario Amodei",
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"Iqra Khan"
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],
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"token": "your-webhook-secret-token",
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"relatedPersonId": "person-uuid-from-crm"
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}
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```
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### Response
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```json
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{
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"success": true,
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"noteId": "note-uuid",
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"taskIds": ["task-uuid-1", "task-uuid-2"],
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"summary": {
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"noteCreated": true,
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"tasksCreated": 2,
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"actionItemsProcessed": 2,
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"commitmentsProcessed": 0
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},
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"executionLogs": [
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"✅ Validation passed",
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"🤖 Starting transcript analysis...",
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"✅ Analysis complete"
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]
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}
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```
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## Technical Stack
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| Component | Description |
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|----------|-------------|
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| **AI Provider** | Groq (via OpenAI SDK) using the `GPT-OSS-20B` model |
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| **APIs** | Twenty CRM REST API + GraphQL (for member resolution) |
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| **Runtime** | Webhook-triggered serverless function written in **TypeScript** |
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---
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## Development
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### Build
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```bash
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yarn build
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```
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### Type Check
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```bash
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yarn type-check
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```
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## Environment Variables
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| Variable | Required | Secret | Description |
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|----------|----------|--------|-------------|
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| `AI_PROVIDER_API_KEY` | Yes | Yes | API key for OpenAI-compatible service |
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| `TWENTY_API_KEY` | Yes | Yes | Twenty CRM API authentication token |
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| `TWENTY_API_URL` | Yes | No | Base URL for Twenty CRM instance |
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| `WEBHOOK_SECRET_TOKEN` | Yes | Yes | Secret for webhook request validation |
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| `AI_PROVIDER_API_BASE_URL` | No | No | Base URL for AI service (defaults to OpenAI) |
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## Demo Preview
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The demo below shows the full workflow where a raw meeting transcript is processed and automatically converted into structured **Notes + Tasks** inside Twenty CRM.
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### Process-Transcript Screenshot
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## Demo Video
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[Watch Demo Video](https://drive.google.com/file/d/1WpzrNBbKBFD5ztGwNuS_SMi7yJBr5AK8/view?usp=sharing)
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