Connect Zoom with OpenAI andClickUp
Workflow Description
Advanced automation integrating Zoom meetings with OpenAI intelligence to automatically process content, extract insights, and create structured tasks in ClickUp, with email notifications and multi-channel distribution capabilities.
How it works
- 1.Receive trigger from Zoom event (meeting, recording, or transcript data)
- 2.Process and analyze content using OpenAI for summarization, insights, and action extraction
- 3.Automatically create and update tasks in ClickUp with structured information
Use cases
- Convert Zoom meeting summaries into organized ClickUp tasks automatically
- Extract action items and decisions from meeting recordings using AI
- Distribute intelligent summaries to team members via email and other channels
Requirements
- Active accounts and API access for Zoom, OpenAI, and ClickUp
- Properly configured API keys and authentication in n8n
- Sufficient permissions to create, modify, and manage tasks and files
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (24)
OpenAI Chat Model
OpenAI
When clicking ‘Test workflow’
Manual Trigger
No Recording/Transcript available
Stop And Error
Zoom: Get data of last meeting
Zoom
Filter transcript URL
Set
Filter: Only 1 item
Split In Batches
Zoom: Get transcript file
HTTP Request
Extract text from transcript file
Extract From File
Format transcript text
Set
Zoom: Get participants data
HTTP Request
Create meeting summary
OpenAI
Sort for mail delivery
Set
Format to html
Code
Send meeting summary
Email Send
Create tasks
Tool Workflow
Create tasks and follow-up call
Agent
Create follow-up call
Microsoft Outlook Tool
Filter: Last 24 hours
Filter
Execute Workflow Trigger
Execute Workflow Trigger
Split Out
Split Out
ClickUp
Click Up
Sticky Note
Sticky Note
Sticky Note1
Sticky Note
Zoom: Get transcripts data
HTTP Request