> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mavioapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate with Zapier

> Connect Mavio to thousands of apps using Zapier to automate meeting workflows, sync data, and eliminate manual tasks.

Mavio integrates with Zapier so you can build custom automations that connect your meeting data to any of Zapier's 6,000+ supported apps. This guide walks you through setting up your first Zap and shares popular automation recipes.

## Prerequisites

* A Mavio account on the **Pro** or **Team** plan
* A Zapier account (free or paid)

## Connect Mavio to Zapier

<Steps>
  <Step title="Find Mavio on Zapier">
    Log in to [zapier.com](https://zapier.com) and click **Create Zap**. In the trigger app search, type **Mavio** and select it from the results.
  </Step>

  <Step title="Authenticate your Mavio account">
    Click **Sign in to Mavio** and enter your Mavio API key. You can find your API key in the Mavio dashboard under **Settings > API > API keys**. Paste it into Zapier and click **Continue**.

    <Tip>Create a dedicated API key for Zapier so you can revoke it independently if needed. Label it "Zapier integration" for easy identification.</Tip>
  </Step>

  <Step title="Choose a trigger event">
    Mavio provides the following trigger events in Zapier:

    | Trigger                 | Fires when                                          |
    | ----------------------- | --------------------------------------------------- |
    | **Meeting completed**   | A recording finishes processing and notes are ready |
    | **Action item created** | A new action item is extracted from a meeting       |
    | **Summary ready**       | The AI summary for a meeting is generated           |
    | **New transcript**      | A transcript is finalized                           |

    Select the trigger that fits your workflow and click **Continue**.
  </Step>

  <Step title="Add an action">
    Choose the destination app for your automation. For example:

    * **Google Sheets** -- log every meeting with date, title, attendees, and summary
    * **Trello** -- create a card for each action item
    * **Asana** -- turn action items into tasks with assignees
    * **Gmail** -- send a follow-up email with the meeting summary
    * **HubSpot** -- log meeting notes against a contact or deal

    Map the Mavio data fields to the destination app's fields using Zapier's field mapper.
  </Step>

  <Step title="Test and enable">
    Click **Test step** to run a test with data from your most recent meeting. Verify the output looks correct in the destination app, then click **Publish** to activate the Zap.
  </Step>
</Steps>

## Popular Zap recipes

Here are automations Mavio users commonly build:

<CardGroup cols={2}>
  <Card title="Meeting log spreadsheet" icon="table">
    **Trigger:** Meeting completed
    **Action:** Add row to Google Sheets with title, date, attendees, summary, and action item count
  </Card>

  <Card title="Action items to project manager" icon="list-check">
    **Trigger:** Action item created
    **Action:** Create task in Asana, Trello, Linear, or Jira with assignee and due date
  </Card>

  <Card title="Follow-up email drafts" icon="envelope">
    **Trigger:** Meeting completed
    **Action:** Create Gmail draft with the meeting summary formatted as a follow-up email
  </Card>

  <Card title="CRM activity logging" icon="building">
    **Trigger:** Meeting completed
    **Action:** Log a meeting activity in HubSpot or Salesforce with summary and next steps
  </Card>
</CardGroup>

## Multi-step Zaps

For more complex workflows, chain multiple actions in a single Zap:

1. **Trigger:** Meeting completed
2. **Filter:** Only continue if meeting title contains "Client" or has external attendees
3. **Action 1:** Create a Notion page with the full meeting notes
4. **Action 2:** Post a summary to a Slack channel
5. **Action 3:** Log the activity in your CRM
6. **Action 4:** Create follow-up tasks in your project manager

<Note>
  Multi-step Zaps require a Zapier paid plan. The Mavio integration itself works on all Zapier tiers.
</Note>

## Using webhooks directly

If you need more control than Zapier provides, Mavio also supports native webhooks. Configure webhook endpoints in **Settings > API > Webhooks** to receive real-time events that you can process with your own code. See the [webhooks documentation](/api-reference/webhooks/overview) for details.