Connect Zoom with ClickUp
Workflow Description
An advanced automation workflow connecting Zoom meetings with ClickUp tasks, leveraging an AI agent powered by Anthropic to extract insights from recordings and distributing results across email and social media channels.
How it works
- 1.Trigger workflow manually or via Zoom meeting events
- 2.Process meeting data and extract attached files from recordings
- 3.Distribute information in batches and analyze using the intelligent agent
- 4.Create tasks in ClickUp based on analysis results
- 5.Send reports through email and Twitter/X
Use cases
- Automatically document meeting summaries and action items in ClickUp without manual intervention
- Extract decisions and tasks from Zoom recordings using AI-driven analysis
Requirements
- Active Zoom account with meeting access permissions
- ClickUp account configured for task creation and management
- Valid Anthropic API key to enable the AI agent functionality
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 (25)
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
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
Anthropic Chat Model
Lm Chat Anthropic
Think
Tool Think
Create meeting summary
Agent