This workflow automates the process of turning Zoom meetings into actionable insights. It retrieves meeting recordings and transcripts, generates structured meeting summaries with AI, creates tasks in ClickUp, schedules follow-up calls in Outlook, and delivers formatted summaries via email. Perfect for teams who want to save time on manual note-taking and focus on execution.
Features:
- 🔄 Automated Zoom Integration – Fetches meeting data, transcripts, and participants from the last 24 hours.
- 📝 AI-Powered Meeting Summaries – Uses GPT-4 to create concise minutes with key discussion points, tasks, and important dates.
- ✅ Task Management – Extracts action items and creates tasks directly in ClickUp (customizable to other tools).
- 📅 Follow-up Scheduling – Automatically sets up next meetings in Outlook Calendar (can be adapted for Google Calendar).
- 📧 Email Delivery – Formats meeting minutes into a professional HTML report and sends to participants via SMTP.
- ⚡ Error Handling – Stops gracefully if no transcript or recording is available.
- 🛠 Customizable – Supports replacement of task managers (ClickUp), email providers (Gmail/SMTP), and calendar apps.
Requirements:
- Zoom account (with API access)
- OpenAI (or alternative AI provider)
- ClickUp (or task management tool)
- Microsoft Outlook (or calendar integration)
- SMTP credentials for sending emails
