Analyze Zoom Recordings with AI and Create ClickUp Tasks
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Workflow Description
A comprehensive workflow that captures Zoom meeting content, processes it through OpenAI's AI agent to extract key insights and actionable tasks, automatically generates work items in ClickUp, and distributes summaries to team members via email for complete meeting documentation.
How it works
- 1.Trigger automation when a Zoom meeting recording becomes available
- 2.Extract and convert meeting recording and transcript files
- 3.Send content to AI agent for intelligent analysis and summarization
- 4.Split results into batches for processing multiple action items
- 5.Create task entries in ClickUp with extracted details and ownership
- 6.Send email summaries to team members with complete meeting outcomes
Use cases
- Project management: Automatically document decisions, action items, and responsibilities from each meeting
- Consulting firms: Extract key insights and convert them into immediate action plans with client context
- Enterprise teams: Centralize meeting documentation and distribute outcomes across multiple departments
Requirements
- Active Zoom account with API access to meeting recordings and transcripts
- Valid OpenAI API key with active subscription for advanced models
- ClickUp workspace with permissions to create tasks and link to projects
- Configured email service (Outlook or SMTP) for automated notifications
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 (22)
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
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