Connect Zoom with OpenAI andClickUp
Workflow Description
Automation that captures Zoom meetings, processes them through OpenAI for intelligent analysis and summary extraction, then automatically creates tasks in ClickUp with actionable insights and deadlines derived from meeting discussions.
How it works
- 1.Trigger automation manually or from Zoom meeting event
- 2.Send meeting recording or transcript to OpenAI for analysis and key points extraction
- 3.Process and batch results for efficient task creation
- 4.Create structured tasks in ClickUp with extracted actions and priorities
- 5.Send notifications via email or Twitter/X about new tasks and updates
Use cases
- Convert meeting notes into organized ClickUp tasks and action items automatically
- Eliminate manual note-taking and task creation from recurring team or client meetings
Requirements
- Active accounts in Zoom, ClickUp, and OpenAI with proper API access
- Meeting recordings or transcripts available for processing
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