# 🧠 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>
