How to automate meeting workflows with Zapier and tl;dv

Zapier lets you connect tl;dv to your favorite work apps so you can automatically share meeting recordings, send summaries, and update tools like Slack and your CRM without manual effort.

This guide walks you step by step through building automation for your tl;dv recordings using Zapier, based strictly on the official workflow described on the Zapier blog article for tl;dv automation.

Why connect tl;dv with Zapier

When you record calls with tl;dv, you capture a lot of important information. Without automation, sharing that knowledge or turning it into action items is time-consuming.

By integrating tl;dv with Zapier, you can:

• Automatically post new meeting recordings to collaboration tools
• Send summaries to stakeholders who couldn’t attend
• Keep customer data and notes up to date in your CRM
• Make research calls searchable across multiple apps

Instead of copying links and notes manually, Zapier runs the same process in the background every time a new tl;dv recording is ready.

Get started with Zapier and tl;dv

Before building any automation, you need the basics in place.

Step 1: Create your accounts

1. Sign up for tl;dv and connect it to your meeting platform (for example, Zoom, Google Meet, or Microsoft Teams) so it can record your calls.

2. Create a Zapier account if you do not already have one.

3. Log in to both tools so you can switch between them while setting up your workflow.

Step 2: Understand how a Zap works

In Zapier, an automation is called a Zap. Each Zap follows the same basic pattern:

• Trigger: An event that starts the automation, like “New Recording in tl;dv”.
• Action: What happens next, like “Send Channel Message in Slack” or “Create Record in a CRM”.

Once you pick a tl;dv trigger, Zapier can send the data from that meeting to any supported app where you want your team to see or use it.

Set up your first Zapier workflow for tl;dv

You can follow these steps to build a simple yet powerful automation that shares new meeting recordings with your team.

Step 3: Choose a tl;dv trigger in Zapier

1. In your Zapier dashboard, click Create and then select Zap.

2. Search for tl;dv as the trigger app.

3. Pick the trigger event, such as New Recording (exact names may vary based on the integration).

4. Connect your tl;dv account so Zapier can access your meeting data.

5. Test the trigger so Zapier pulls in a recent recording to use as sample data.

Testing at this stage helps you see what tl;dv fields (like title, date, recording URL, and transcript link) are available as you build the next actions.

Step 4: Add an action app in Zapier

Next, choose where the tl;dv recording should go. The Zapier blog example shows how you might share recordings or summaries automatically.

Popular action apps include:

• Slack or Microsoft Teams for posting new meeting links
• Notion, Google Docs, or Confluence for storing notes and transcripts
• CRM tools, like HubSpot or Pipedrive, for logging customer conversations

1. Click + Add action in your Zap.

2. Select the app where you want to send tl;dv data.

3. Choose an action event, such as “Create Page”, “Add Row”, or “Send Message”.

4. Connect the selected app account to Zapier.

Step 5: Map tl;dv data to your action

Zapier lets you pull in tl;dv fields from the trigger step and place them inside your action app.

For example, if you are sending a Slack message, you can include:

• Recording title
• Meeting date and time
• Recording URL or timestamped notes link
• Owner or host name

In the action configuration, click in any field and choose the matching tl;dv data from the dropdown list that Zapier displays. This is called “field mapping”.

Take a moment to:

• Customize the message text for clarity
• Include only the most relevant information
• Keep messages short so your teammates can scan them quickly

Step 6: Test and turn on your Zap

1. Use the Test button in Zapier to send a sample record from tl;dv through your action step.

2. Check the destination app (for example, Slack, Notion, or your CRM) to confirm the information looks correct.

3. If anything is off, adjust your field mapping and test again.

4. Once satisfied, click Publish or Turn on Zap.

From this point forward, Zapier will run the workflow automatically every time the trigger event occurs in tl;dv.

Useful Zapier workflows for tl;dv

The source article outlines several useful patterns you can replicate or adapt for your team.

Share tl;dv recordings with your team

Use Zapier to instantly surface call recordings for teammates who could not join the meeting. For example, you might:

• Post new customer demo recordings to a specific sales channel
• Send research interviews to a product feedback space
• Share internal strategy calls with a private leadership room

This keeps everyone aligned without asking people to hunt for links.

Store meeting knowledge automatically

With Zapier, you can create a central knowledge base from your tl;dv calls. You might:

• Create a new page or database item for each recording
• Attach the recording link, agenda, and summary
• Tag the page based on meeting type or customer segment

Over time, this turns tl;dv into a searchable archive of decisions, feedback, and product insights.

Connect tl;dv calls to your CRM

For customer-facing teams, Zapier can keep CRM records in sync with reality. When a sales or success call ends, you can:

• Log the meeting automatically under the right contact or company
• Attach the tl;dv recording link for future reference
• Trigger follow-up tasks or pipeline updates

This reduces manual data entry while ensuring that anyone looking at a deal or account can quickly replay key calls.

Tips to optimize your Zapier automations

Once your first workflow is running, you can refine it based on how your team works.

• Filter meetings: Use filters in Zapier so only specific tl;dv calls (for example, by meeting title or host) trigger actions.
• Use paths: Branch your Zap based on conditions, such as sending customer calls to your CRM and internal calls to documentation tools.
• Batch notifications: If your team has a lot of recordings, you may want to group summaries or send them to separate channels to avoid notification overload.

Regularly review which Zaps are getting the most use and adjust naming, fields, or destinations to keep everything tidy and easy to understand.

Next steps for scaling with Zapier

After you automate core workflows around tl;dv, explore additional integrations to connect recordings with analytics, project management, or ticketing tools. The same approach applies: choose a tl;dv trigger, select a Zapier action app, and map the data you need.

If you want broader automation strategy support beyond this single integration, you can learn more about workflow consulting and automation solutions at Consultevo.

By combining tl;dv with Zapier, you create a consistent, reliable system where every important call is captured, shared, and turned into action with minimal manual work.

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