Automated Zoom Meeting Summaries and Task Creation

This n8n workflow automates the entire process of managing Zoom meetings, from retrieving meeting data to generating detailed summaries and actionable tasks. When triggered manually, it fetches the latest Zoom meeting details, including transcripts and participant information. The workflow extracts and formats the transcript into a structured, professional HTML meeting summary email, which is then sent to designated recipients. Additionally, it analyzes the transcript to identify new tasks and follow-up meetings, creating these items in project management tools like ClickUp and Outlook Calendar. This automation streamlines post-meeting workflows, saving time and enhancing productivity by ensuring important information is quickly disseminated and actions are automatically assigned.

Key steps include:

– Manual trigger to start the process

– Fetching recent Zoom meetings and transcripts via API requests

– Filtering data to only recent meetings within 24 hours

– Extracting and formatting the transcript into a comprehensive HTML report

– Sending the report via email

– Utilizing AI models to analyze transcript data for task and follow-up meeting creation

– Automatically generating tasks in ClickUp and scheduling follow-up calls in Outlook

This workflow is ideal for remote teams, project managers, and sales teams who conduct regular Zoom meetings and need to automate documentation, task assignment, and scheduling to improve workflow efficiency and accountability.