twenty/packages/twenty-apps/meeting-transcript-app

🧠 AI-Powered Meeting Transcript to CRM Data Integration

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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.

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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.

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Requirements

• Twenty CLI - Install globally: npm install -g twenty-cli
• Twenty CRM instance with API access
• API key from Settings > API & Webhooks
• OpenAI API key or compatible service (Groq, etc.)

Installation

1. Authenticate with Twenty CLI:

   twenty auth login
   

2. Configure environment variables:

   Copy .env.example to .env and fill in your credentials:

   cp .env.example .env
   

   Required environment variables:

   • AI_PROVIDER_API_KEY: Your OpenAI or Groq API key
   • TWENTY_API_KEY: Generated from your Twenty CRM instance
   • TWENTY_API_URL: Your Twenty CRM instance URL (e.g., https://your-instance.twenty.com)
   • WEBHOOK_SECRET_TOKEN: Secret token for webhook authentication
   • AI_PROVIDER_API_BASE_URL: Base URL for OpenAI-compatible API (defaults to https://api.openai.com/v1)

3. Install dependencies:

   yarn install
   

4. Deploy to your Twenty workspace:

   twenty app sync
   

Configuration

Using Groq Instead of OpenAI

To use Groq's API (which is compatible with OpenAI's SDK), set:

AI_PROVIDER_API_BASE_URL=https://api.groq.com/openai/v1
AI_PROVIDER_API_KEY=your-groq-api-key

Using OpenAI

To use OpenAI's official API:

AI_PROVIDER_API_BASE_URL=https://api.openai.com/v1
AI_PROVIDER_API_KEY=your-openai-api-key

🔗 Webhook Setup (inside Twenty)

Navigate to: Twenty → Workspace Settings → APIs & Webhook → + New Webhook

Field	Value
Method	POST
URL	your deployed endpoint URL
Secret	Generate one & store same in .env

Usage

Send a POST request to your webhook endpoint with the following payload:

{
  "transcript": "During the Project Phoenix Kick-off on November 1st, 2025...",
  "meetingTitle": "Project Phoenix Kick-off",
  "meetingDate": "2025-11-01",
  "participants": [
    "Brian Chesky",
    "Dario Amodei",
    "Iqra Khan"
  ],
  "token": "your-webhook-secret-token",
  "relatedPersonId": "person-uuid-from-crm"
}

Response

{
  "success": true,
  "noteId": "note-uuid",
  "taskIds": ["task-uuid-1", "task-uuid-2"],
  "summary": {
    "noteCreated": true,
    "tasksCreated": 2,
    "actionItemsProcessed": 2,
    "commitmentsProcessed": 0
  },
  "executionLogs": [
    "✅ Validation passed",
    "🤖 Starting transcript analysis...",
    "✅ Analysis complete"
  ]
}

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

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Development

Build

yarn build

Type Check

yarn type-check

Environment Variables

Variable	Required	Secret	Description
AI_PROVIDER_API_KEY	Yes	Yes	API key for OpenAI-compatible service
TWENTY_API_KEY	Yes	Yes	Twenty CRM API authentication token
TWENTY_API_URL	Yes	No	Base URL for Twenty CRM instance
WEBHOOK_SECRET_TOKEN	Yes	Yes	Secret for webhook request validation
AI_PROVIDER_API_BASE_URL	No	No	Base URL for AI service (defaults to OpenAI)

Demo Preview

The demo below shows the full workflow where a raw meeting transcript is processed and automatically converted into structured Notes + Tasks inside Twenty CRM.

Process-Transcript Screenshot

Demo Video

Watch Demo Video