Automate Meeting Action Items with AI-Powered Task Management
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Transform your meeting transcripts into actionable tasks and client notifications. This workflow leverages AI to analyze discussions, create tasks in Airtable, and inform clients of their responsibilities, streamlining your post-meeting follow-up.
About This Workflow
This n8n workflow automates the process of extracting actionable insights from meeting transcripts. By integrating with powerful AI models and popular tools like Airtable and Gmail, it intelligently identifies tasks for attendees, creates them in your preferred task management system, and even notifies clients.
The core of this automation lies in its AI Agent node, which processes transcripts from sources like Firefiles. Based on your predefined rules, it can trigger actions like task creation or event scheduling.
This workflow is designed to significantly reduce manual effort, ensure no action items are missed, and improve communication with stakeholders, ultimately boosting your team's overall productivity and project success.
Key Features
- Intelligent Transcript Analysis: Utilizes AI to understand meeting context and identify relevant action items.
- Automated Task Creation: Seamlessly creates tasks in Airtable based on identified action items for specific participants.
- Proactive Client Notifications: Automatically sends meeting summaries and assigned tasks to clients via email.
- Customizable AI Agent Prompts: Define specific instructions for the AI to tailor its analysis and actions.
- Flexible Tool Integration: Designed to work with various tools through n8n's extensive node library.
How To Use
- Input Transcript Data: Ensure your meeting transcripts (including title, participants, and sentences) are available as input data for the workflow.
- Configure AI Agent: Set up the '@n8n/n8n-nodes-langchain.agent' node. Define the
systemMessagewith clear instructions for the AI, including how to identify project-related meetings and which tools to use ('Create Tasks', 'Notify Client About Tasks', 'Create Event'). Provide the transcript data to thetextparameter. - Connect AI Model: Link the 'OpenAI Chat Model' node (e.g., 'gpt-4o') to the AI Agent.
- Set Up 'Create Tasks' Tool: Configure the '@n8n/n8n-nodes-langchain.toolWorkflow' node for 'Create Tasks'. Ensure the
workflowIdpoints to your specific task creation workflow (likely an Airtable integration). - Configure 'Notify Client About Tasks' Tool: Set up the 'n8n-nodes-base.gmailTool' node for notifications. Define the
sendTofield using the$fromAIfunction to extract participant emails and customize themessageto include summaries and action items. - Airtable Integration: The workflow snippet shows an example of an Airtable node ('n8n-nodes-base.airtable') that would receive the structured task data from the 'Create Tasks' tool and populate your Airtable 'Tasks' table.
Apps Used
Workflow JSON
{
"id": "4d7bc213-4ebe-4db9-8199-98cc1aa56d42",
"name": "Automate Meeting Action Items with AI-Powered Task Management",
"nodes": 5,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 4d7bc213-4ebe...
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