At a glance
- Trigger
- Execute Workflow Trigger (Execute Workflow Trigger)
- Nodes
- 22
- Apps
- OpenAI, Zoom, Email (SMTP), Microsoft Outlook and ClickUp
- AI nodes
- 4
- Credentials
- 5 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.
Sub workflow: Create Task in ClickUp
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.
Welcome to my Zoom AI Meeting Assistant Workflow!
This workflow has the following sequence
- manual trigger (Can be replaced by a scheduled trigger or a webhook)
- retrieval of of Zoom meeting data
- filter the events of the last 24 hours
- retrieval of transcripts and extract of the text
- creating a meeting summary, format to html and send per mail
- create tasks and follow-up call (if discussed in the meeting) in ClickUp/Outlook (can be replaced by Gmail, Airtable, and so forth) via sub workflow
The following accesses are required for the workflow
- Zoom Workspace (via API and HTTP Request): Documentation
- Microsoft Outlook: Documentation
- ClickUp: Documentation
- AI API access (e.g. via OpenAI, Anthropic, Google or Ollama)
- SMTP access data (for sending the mail)
You can contact me via LinkedIn, if you have any questions
Nodes in this workflow
The 22 nodes in file order (sticky notes excluded). Branches and connections determine execution order in n8n:
- OpenAI Chat Model (OpenAI Chat Model)
- When clicking ‘Test workflow’ (Manual Trigger)
- No Recording/Transcript available (Stop and Error)
- Zoom: Get data of last meeting (Zoom)
- Filter transcript URL (Edit Fields (Set))
- Filter: Only 1 item (Loop Over Items)
- Zoom: Get transcript file (HTTP Request)
- Extract text from transcript file (Extract from File)
- Format transcript text (Edit Fields (Set))
- Zoom: Get participants data (HTTP Request)
- Create meeting summary (OpenAI)
- Sort for mail delivery (Edit Fields (Set))
- Format to html (Code)
- Send meeting summary (Send Email)
- Create tasks (Call n8n Workflow Tool)
- Create tasks and follow-up call (AI Agent)
- Create follow-up call (Microsoft Outlook Tool)
- Filter: Last 24 hours (Filter)
- Execute Workflow Trigger (Execute Workflow Trigger)
- Split Out (Split Out)
- ClickUp (ClickUp)
- Zoom: Get transcripts data (HTTP Request)
Credentials you need
- ClickUp OAuth2 – used by ClickUp
- Microsoft Outlook OAuth2 – used by Create follow-up call
- OpenAI API – used by Create meeting summary and OpenAI Chat Model
- SMTP – used by Send meeting summary
- Zoom OAuth2 – used by Zoom: Get data of last meeting, Zoom: Get participants data, Zoom: Get transcript file and Zoom: Get transcripts data
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.