Library / AI Agents & Assistants
AI Agents & Assistants
Summarize Zoom Meetings and Create Tasks with OpenAI
When you run it, it fetches the last Zoom meeting transcript, has OpenAI summarize it, creates ClickUp tasks and emails the summary through Outlook or SMTP.
What it does
## Welcome to my Zoom AI Meeting Assistant Workflow! ### This workflow has the following sequence: 1. manual trigger (Can be replaced by a scheduled trigger or a webhook) 2. retrieval of of Zoom meeting data 3. filter the events of the last 24 hours 4. retrieval of transcripts and extract of the text 5. creating a meeting summary, format to html and send per mail 6. 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: https://www.linkedin.com/in/friedemann-schuetz
The steps
- OpenAI Chat Model
- When clicking ‘Test workflow’
- No Recording/Transcript available
- Zoom: Get data of last meeting
- Filter transcript URL
- Filter: Only 1 item
- Zoom: Get transcript file
- Extract text from transcript file
- Format transcript text
- Zoom: Get participants data
- Create meeting summary
- Sort for mail delivery
- Format to html
- Send meeting summary
22 steps in total.
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