zapier-integration.md

Zapier Integration Guide for SummaryBot-NG

Overview

This guide shows how to trigger Discord message summarizations from Zapier using the webhook API.

Quick Setup

Step 1: Choose Your Zapier Trigger

Pick any Zapier trigger event that should create a summary:

• Schedule by Zapier - Daily/weekly summary generation
• Gmail - Summarize when new email arrives
• Slack - Summarize Slack conversations
• Google Sheets - Trigger from spreadsheet updates
• Webhooks - Custom webhook triggers
• Any other Zapier app

Step 2: Add Webhooks by Zapier Action

1. Click + Add Step in your Zap
2. Search for Webhooks by Zapier
3. Choose POST as the action event
4. Click Continue

Step 3: Configure the Webhook

URL:

https://summarybot-ng.fly.dev/api/v1/summaries

Payload Type: json

Data: (See templates below)

Headers:

Content-Type: application/json
X-API-Key: test-api-key-12345

Step 4: Choose Your Template

Template 1: Simple Summary (Minimum Fields)

{
  "messages": [
    {
      "id": "msg-001",
      "author_name": "User1",
      "author_id": "123456",
      "content": "First message content",
      "timestamp": "2026-01-06T10:00:00"
    },
    {
      "id": "msg-002",
      "author_name": "User2",
      "author_id": "234567",
      "content": "Second message content",
      "timestamp": "2026-01-06T10:01:00"
    }
  ],
  "channel_id": "zapier-channel",
  "guild_id": "zapier-guild"
}

Template 2: Full Options

{
  "messages": [
    {
      "id": "msg-001",
      "author_name": "Alice",
      "author_id": "111111",
      "content": "Message content here",
      "timestamp": "2026-01-06T10:00:00"
    }
  ],
  "channel_id": "zapier-channel-123",
  "guild_id": "zapier-guild-456",
  "options": {
    "summary_length": "brief",
    "include_bots": false,
    "min_messages": 3
  }
}

Summary Length Options:

• "brief" - Short, concise summary (2-3 sentences)
• "detailed" - Medium-length summary (1 paragraph)
• "comprehensive" - Detailed summary with full context

Template 3: Dynamic Data from Zapier Fields

Use Zapier's field mapping to populate dynamic data:

{
  "messages": [
    {
      "id": "{{trigger.message_id}}",
      "author_name": "{{trigger.author_name}}",
      "author_id": "{{trigger.author_id}}",
      "content": "{{trigger.message_content}}",
      "timestamp": "{{trigger.timestamp}}"
    }
  ],
  "channel_id": "{{trigger.channel_id}}",
  "guild_id": "zapier-integration",
  "options": {
    "summary_length": "detailed",
    "include_bots": false
  }
}

Common Use Cases

1. Daily Digest Zap

Trigger: Schedule by Zapier (Daily at 5 PM) Action: Webhook POST to generate summary Use Case: Daily summary of all messages from the day

2. Email-Triggered Summary

Trigger: Gmail - New Email Matching Search Action: Webhook POST with email content as messages Use Case: Summarize email threads automatically

3. Slack Channel Digest

Trigger: Slack - New Message Posted to Channel Action: Webhook POST to summarize conversation Use Case: Cross-post Slack summaries to Discord

4. Meeting Notes Summary

Trigger: Google Calendar - Event Ended Action: Webhook POST to summarize meeting notes Use Case: Auto-generate meeting summaries

Response Format

The API returns a summary object:

{
  "id": "sum_1767657814",
  "channel_id": "zapier-channel-123",
  "guild_id": "zapier-guild-456",
  "summary_text": "Brief overview of the conversation...",
  "key_points": [
    "First key point",
    "Second key point"
  ],
  "action_items": [],
  "message_count": 5,
  "start_time": "2026-01-06T10:00:00",
  "end_time": "2026-01-06T10:05:00",
  "metadata": {
    "input_tokens": 488,
    "output_tokens": 293,
    "total_tokens": 781
  }
}

Using the Response in Zapier

After the webhook action, you can:

1. Send to Slack - Post the summary to a Slack channel
2. Email - Send summary via Gmail/Outlook
3. Google Sheets - Log summaries to a spreadsheet
4. Discord - Post back to Discord using Discord webhook
5. Notion - Save to a Notion database
6. Any other Zapier action

Example: Post Summary to Slack

1. Add Slack action after webhook
2. Choose Send Channel Message
3. Map fields:
   • Message Text: {{webhook.summary_text}}
   • Additional Info: Key Points: {{webhook.key_points}}

Authentication

Development/Testing

Use any API key with 10+ characters:

X-API-Key: test-api-key-12345

Production

Request a secure API key and store it in Zapier's secure storage:

1. Go to Zap settings
2. Store API key as a secret
3. Reference it in headers: {{secret.API_KEY}}

Troubleshooting

Error: "Authentication required"

• Ensure X-API-Key header is set
• Key must be at least 10 characters

Error: "'concise' is not a valid SummaryLength"

• Change summary_length to: "brief", "detailed", or "comprehensive"

Error: "Validation error"

• Check all required fields are present: messages, channel_id, guild_id
• Each message needs: id, author_name, author_id, content, timestamp
• Timestamps must be in ISO 8601 format: 2026-01-06T10:00:00

Rate Limiting

• Default: 100 requests per minute
• If exceeded, wait 60 seconds and retry

Advanced: Multi-Step Zap Example

Zap: "Daily Discord Summary from Google Sheets"

1. Trigger: Schedule by Zapier (Daily at 9 AM)
2. Action 1: Google Sheets - Lookup Spreadsheet Rows
   • Find all messages from yesterday
3. Action 2: Code by Zapier (JavaScript)
   • Transform rows into message array format
4. Action 3: Webhooks by Zapier (POST)
   • Send to summary API
5. Action 4: Discord Webhook
   • Post summary back to Discord channel

Testing Your Zap

1. Click Test & Continue in Zapier
2. Verify the webhook response appears
3. Check that summary_text contains content
4. Ensure no error fields in response
5. Turn on your Zap!

Support

• API Endpoint: https://summarybot-ng.fly.dev
• Health Check: https://summarybot-ng.fly.dev/health
• Documentation: /workspaces/summarybot-ng/docs/

Next Steps

After setting up Zapier:

1. Test with sample data
2. Monitor token usage in responses
3. Adjust summary_length based on needs
4. Set up error notifications in Zapier
5. Create multiple Zaps for different use cases