With Bluedot’s integration with Zapier, you can now connect Bluedot to over 7,000 tools on the Zapier platform and automate your workflow by sending Bluedot summaries and transcripts directly to your favorite apps like Google Docs, Salesforce, Shopify, and many more.
This guide will walk you through setting up your first integration using Google Docs as an example.
Step 1: Navigate to Zapier Integration in Bluedot:
In your Bluedot account, go to the Automation section - click on Integrations - Scroll down and select Zapier:
Step 2: Log into Zapier
If you already have a Zapier account, log in.
If not, sign up for an account.
You can also sign in using your Google account for convenience.
Step 3: Set Up the Trigger Event
Choose a Trigger Event — this is what starts your automation.
Select “New Summary Available” (i.e., when a meeting ends and the summary is ready).
Step 4: Connect your Bluedot account
Click “Connect a new account.”
Select the correct workspace. (If you have more than one, double-check that you're connecting the right one.)
Click Authorize.
Wait for the connection to complete, then click Continue.
Step 5: Test the Trigger
Click “Test Trigger.”
If everything is working, it will show a green success indicator.
Click “Continue with Selected Record.”
Step 6: Choose the App You Want to Connect
Select the app you want to integrate with Bluedot (e.g., Google Docs).
Choose the Action Event (e.g., Create Document from Text) - Keep in mind that action events can vary depending on the tool you want to connect to.
Click Continue.
Step 7: Connect to the Target App
Log into your target app (Google Docs in this case), if you're not already logged in.
Once connected, click Continue.
Step 8: Configure Your Output Settings
(This step will largely depend on the app you want to connect Bluedot to, but we will keep using Google Docs as an example.)
For the document name, you can use a static name (e.g., "Meeting Summary") or make it dynamic, to make it dynamic:
Click the “+” button.
Select a field like Title of the Video.
You can combine dynamic and static elements, e.g.,
{{Video Title}} Summary.
Under Content, click “+”, select the field labeled Text (this is the actual meeting summary), choose a folder to save the document, or leave it as Root.
Step 9: Test the Action
Zapier will now test the setup.
If successful, you’ll see a green confirmation, the same as it was with Setup and Configure.
Step 10: Publish Your Zap
Click Publish.
Once published, the integration is live.
You can toggle it off at any time if needed.
Done!
From now on, each time a meeting ends in Bluedot and a summary is generated, a new document will be created automatically in your selected app.
Need Help?
If you run into any issues or have questions, just reach out via Chat inside your Bluedot-account.
We’re happy to help you build powerful integrations! 🔵