After a meeting
01Leave with the follow-through done.
Turn what was said into notes, action items, a CRM update, and a follow-up draft.
- Trigger
- Meeting ends
- Context
- Transcript + screen history
- Result
- Notes · CRM · follow-up
Use cases
What should screenpipe do for me?
Start with a real job, not a blank chat. screenpipe gives your AI the work context behind the task, then shows what triggered the workflow, what it used, and where the result went.
Every day
02Wake up to a sourced work brief.
Summarize decisions, blockers, and next steps, then post the brief to Slack or your notes.
- Trigger
- Daily schedule
- Context
- Recent work history
- Result
- Daily brief
Every week
03See the work worth automating.
Find repeated actions, handoffs, and time sinks before choosing what an agent should take over.
- Trigger
- Weekly schedule
- Context
- Repeated work
- Result
- Automation candidates
When work repeats
04Turn the trace into a reusable skill.
Convert a completed workflow into an SOP, agent instructions, and a human approval step.
- Trigger
- Pattern found
- Context
- Real workflow trace
- Result
- SOP + reusable skill
Before a meeting
05Walk in with the history already assembled.
Pull prior conversations, decisions, open questions, and relevant screen context into one brief.
- Trigger
- On demand or calendar
- Context
- Past meetings + work
- Result
- Sourced prep brief
While coding
06Give your coding agent the decisions behind the code.
Let an MCP-connected coding agent search relevant screen and conversation history before it changes the project.
- Trigger
- Agent asks
- Context
- Screen + conversation history
- Result
- Relevant project memory
When support repeats
07Turn resolved tickets into answers the team can reuse.
Find how similar issues were diagnosed, preserve the source, and draft a reusable response or internal note.
- Trigger
- New support issue
- Context
- Resolved cases + work trace
- Result
- Answer + knowledge article
When someone joins
08Teach new hires from how the team actually works.
Build onboarding guides from real workflows, tools, handoffs, and decisions instead of documenting from memory.
- Trigger
- Role or process selected
- Context
- Team workflow traces
- Result
- Role guide + SOPs
Real workflow demos
Watch the input become an output.
Eight short demos from the screenpipe channel. Each one shows a concrete job instead of another feature tour.
Browse every videoAfter a meeting
Meeting notes to Notion, automatically
See a meeting get recorded, summarized, and organized without the copy-paste step.
Meeting to action
Let the work update your CRM
Watch screen context become structured CRM updates instead of another manual admin task.
Every day
Write a daily work summary to Obsidian
See recent apps, conversations, and meetings become a useful daily note on a schedule.
When work repeats
Turn real team workflows into SOPs
See captured work become living SOPs, onboarding guidance, and automation candidates.
Before a meeting
Prepare for a meeting from the work behind it
See prior conversations and screen context become a focused brief before the next call begins.
While coding
Give your coding agent a memory through MCP
See an agent retrieve the earlier work and decisions that matter to the code it is changing now.
When support repeats
Turn support work into a company brain
See resolved issues become reusable knowledge instead of staying trapped in one support session.
When someone joins
Build onboarding from real team workflows
See the way experienced teammates work become practical guidance for the next person joining.
Example workflow
One customer call to an approved campaign.
Your tools stay yours. screenpipe provides the captured context through MCP and API so your AI can carry one brief across the workflow.
- 1Extract
Turn the call into a structured brief
Audience, offer, people, decisions, and next actions.
- 2Enrich
Prepare the accounts and contacts
Use the data providers and qualification rules you choose.
- 3Update
Write the approved fields to your CRM
Keep the source context beside every proposed change.
- 4Configure
Draft the campaign in your outreach tools
Create sequences, targeting, and copy from the same brief.
- 5Approve
Let a person review before launch
Keep consequential actions behind a visible human check.
Automation triggers
Run the workflow when the work is ready.
Start after an event, on a schedule, on demand, or when repeated work becomes a pattern.
An event
When a meeting ends
Use the transcript and surrounding work to start the next step.
A schedule
Every day or every week
Run a brief, report, or check-in at a predictable time.
On demand
Before a call or decision
Ask your AI to search the relevant work history when needed.
A repeated pattern
When the same task keeps showing up
Turn the real trace into an SOP, skill, or automation candidate.
Looking for a specific role or workflow? The resource library has deeper guides for meetings, research, development, consulting, healthcare, and more.
Browse the resource library