Automate Zoom Meeting Summaries & Task Creation with AI

Name: Automate Zoom Meeting Summaries & Task Creation with AI
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Author: Free N8N

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ProductivityAIAutomationClickUpEmailGPT-4oMeeting MinutesOpenAIOutlookTask ManagementZoom

Auto-generate Zoom meeting minutes, extract action items, and create tasks in ClickUp, all powered by AI. Save hours weekly!

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About This Workflow

How it works

This workflow automates the process of generating meeting minutes and action items from Zoom recordings. It begins by fetching the latest meeting data from Zoom. The transcript is then extracted and processed using an OpenAI Chat Model (gpt-4o) to summarize the discussion, identify tasks, and suggest follow-up meetings. These insights are formatted into an HTML email and sent out. Additionally, identified tasks are pushed to ClickUp, and potential follow-up meetings are scheduled in Outlook, leveraging AI agents and dedicated tools for each action.

Key Features

Automatically fetches Zoom meeting data and transcripts.
Utilizes OpenAI's GPT-4o for intelligent summarization and task extraction.
Generates formatted meeting minutes and sends them via email.
Creates tasks in ClickUp based on identified action items.
Schedules follow-up meetings in Outlook for next steps.

How To Use

Configure Credentials: Set up credentials for Zoom OAuth2, OpenAI API, ClickUp OAuth2, and your SMTP server.
Set up Zoom Integration: Ensure your Zoom account is connected and has recording enabled.
Configure OpenAI: Select your preferred OpenAI model (e.g., gpt-4o).
Define ClickUp Workspace: Map your ClickUp Space, Folder, Team, and List for task creation.
Set up Outlook Calendar: Connect your Outlook account for event creation.
Trigger Workflow: Manually trigger the workflow or set up a scheduled/webhook trigger for continuous automation.

Apps Used

Automation

ClickUp

GPT-4o

Meeting Minutes

OpenAI

Outlook

Task Management

Zoom

Workflow JSON

{
  "id": "9c9543eb-1110-41ce-8667-b111296a5f47",
  "name": "Automate Zoom Meeting Summaries & Task Creation with AI",
  "nodes": 0,
  "category": "Productivity",
  "status": "active",
  "version": "1.0.0"
}

Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.