At a glance
- Trigger
- Execute Workflow Trigger (Execute Workflow Trigger)
- Nodes
- 10
- Apps
- OpenAI, Gmail, Airtable and Google Calendar
- AI nodes
- 3
- Credentials
- 4 types
- Category
- Email automation
Apps and integrations
Node types used
How it works
The text below comes from the sticky notes inside the workflow. We removed links, code samples and anything that looks like a key or token.
Scenario 2 - Create Tasks tool
Setup notes
The text below comes from the sticky notes inside the workflow. We removed links, code samples and anything that looks like a key or token.
AI Agent for project management and meetings with Airtable and Fireflies
Made by Philipp Bekher from community 5minAI
Managing action items from meetings can often lead to missed tasks and poor follow-up. This automation alleviates that issue by automatically generating tasks from meeting transcripts, keeping everyone informed about their responsibilities and streamlining communication.
The workflow leverages n8n to create a Smart Agent that listens for completed meeting transcripts, processes them using AI, and generates tasks in Airtable. Key functionalities include
- Capturing completed meeting events through webhooks.
- Extracting relevant meeting details such as transcripts and participants using API calls.
- Generating structured tasks from meeting discussions and sending notifications to clients.
Set up steps
Preparation
- Create Accounts
- N8N: For workflow automation.
- Airtable: For database hosting and management.
- Fireflies: For recording meetings.
N8N Workflow
- Configure the Webhook
- Set up a webhook to capture meeting completion events and integrate it with Fireflies.
- Retrieve Meeting Content
- Use GraphQL API requests to extract meeting details and transcripts, ensuring appropriate authentication through Bearer tokens.
- AI Processing Setup
- Define system messages for AI tasks and configure connections to the AI chat model (e.g., OpenAI's GPT) to process transcripts.
- Task Creation Logic
- Create structured tasks based on AI output, ensuring necessary details are captured and records are created in Airtable.
- Client Notifications
- Use an email node to notify clients about their tasks, ensuring communications are client-specific.
- Scheduling Follow-Up Calls
- Set up Google Calendar events if follow-up meetings are required, populating details from the original meeting context.
- Final Testing
- Conduct tests to ensure each part of the workflow is functional and seamless, making adjustments as needed based on feedback.
... or watch set up video [10 min]
Replace API key for Fireflies
Replace connections for Airtable and Google
Nodes in this workflow
The 10 nodes in file order (sticky notes excluded). Branches and connections determine execution order in n8n:
- AI Agent (AI Agent)
- OpenAI Chat Model (OpenAI Chat Model)
- Create Tasks (Call n8n Workflow Tool)
- Notify Client About Tasks (Gmail Tool)
- Execute Workflow Trigger (Execute Workflow Trigger)
- Split Out (Split Out)
- Create Task (Airtable)
- Create Event (Google Calendar Tool)
- Webhook (Webhook)
- Get Meeting Content (HTTP Request)
Credentials you need
- Airtable API – used by Create Task
- Gmail OAuth2 – used by Notify Client About Tasks
- Google Calendar OAuth2 – used by Create Event
- OpenAI API – used by OpenAI Chat Model
Configure your own credentials after importing. Create each credential in n8n, then select it in the node.
How to import into n8n
- Download the JSON file with the button above.
- In n8n, open a new workflow, select the ... menu and choose Import from File. You can also paste the JSON straight into the editor canvas.
- Open each node that shows a warning and select or create its credential.
- Read the notes on the canvas, test the workflow with sample data, then activate it.
Do you need somewhere to run it? Read our guide to self-hosted n8n.