Automate Otter Notes to Planner
Budget: $30 – $250 USD
Every client meeting is recorded in Otter.ai, and each meeting summary is emailed to my Microsoft email. I want a Power Automate cloud flow that checks those meeting summaries, pulls out the “Action items” section, and turns every bullet under that heading into a task on the matching client's Microsoft Planner board.
The match should be made by board name: if the transcript belongs to “Acme Co”, tasks go straight into the “Acme Co” Planner board, preserving any original due dates mentioned and assigning me as the owner by default. If no board with that exact name exists, the flow can either notify me by email or create a new bucket marked “Unmatched” for manual review—whatever is simpler for you to implement.
I would like the completed solution delivered as:
• A ready-to-import .zip package of the flow with instructions to install it
• A short Loom or written walkthrough so I can adjust the connection references and modify keywords later
Feel free to make use of AI Builder, regular expressions, or the Graph API as needed; I just need it to run reliably in my tenant without extra licensing surprises.
The match should be made by board name: if the transcript belongs to “Acme Co”, tasks go straight into the “Acme Co” Planner board, preserving any original due dates mentioned and assigning me as the owner by default. If no board with that exact name exists, the flow can either notify me by email or create a new bucket marked “Unmatched” for manual review—whatever is simpler for you to implement.
I would like the completed solution delivered as:
• A ready-to-import .zip package of the flow with instructions to install it
• A short Loom or written walkthrough so I can adjust the connection references and modify keywords later
Feel free to make use of AI Builder, regular expressions, or the Graph API as needed; I just need it to run reliably in my tenant without extra licensing surprises.
Related categories:
Microsoft Office
Regular Expressions
Cloud Development
Automation
Power Automate
Microsoft 365