Why Zoom + dassi
Zoom is already where the work happens. dassi adds the missing layer: it can read what’s on the page and then take actions (draft, classify, fill, log, summarize) without you rebuilding context in a chat box.
What to automate in Zoom
- Meeting prep brief: Compile attendee and context notes before calls.
- Transcript → structured notes: Turn transcripts into sections, decisions, and action items.
- Follow-up drafting: Draft recap emails and update CRM notes after the call.
Quick start
- Open Zoom in Chrome.
- Open the dassi sidebar.
- Start with a safe workflow: summarize → propose → draft → review → act.
Prompt recipes (copy/paste)
- “Build a prep brief for this meeting: attendee backgrounds + recent threads.” (from Meeting Prep Panel Injected Into Calendar Events)
- “Pull last touchpoints from Salesforce and summarize them.” (from Meeting Prep Panel Injected Into Calendar Events)
- “Summarize this video into sections with timestamps.” (from YouTube Video Page With Structured Notes)
- “Create bullet notes and include key quotes.” (from YouTube Video Page With Structured Notes)
- “Summarize what’s on screen and propose next actions.”
- “Do the safe part first (draft / label / preview), then ask me before any irreversible action.”
- “Turn this page into a clean checklist I can follow.”
Safety checklist
- Tell dassi: “Never submit/send without confirmation.”
- If the page contains sensitive data, ask for redaction or aggregated outputs (totals-only, no PII).
- Prefer reversible actions first (drafting, labeling, notes) before destructive ones.