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Tasks & Project Management

Summarize Zoom Meetings with OpenAI and Create ClickUp Tasks

When you run it, it fetches the latest Zoom meeting transcript, has OpenAI summarize it and creates ClickUp tasks, sending follow-ups by Outlook or email.

What it does

# Zoom AI Meeting Assistant ## Overview Automated workflow: Zoom AI Meeting Assistant. This workflow integrates 19 different services: stickyNote, lmChatOpenAi, emailSend, extractFromFile, splitInBatches. It contains 31 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 31 - Node Types: 19 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - OpenAI Chat Model: lmChatOpenAi - When clicking ‘Test workflow’: manualTrigger - No Recording/Transcript available: stopAndError - Zoom: Get data of last meeting: zoom - Filter transcript URL: set - Filter: Only 1 item: splitInBatches - Zoom: Get transcript file: httpRequest - Extract text from transcript file: extractFromFile - Format transcript text: set - Zoom: Get participants data: httpRequest - ... and 21 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

The steps

  1. OpenAI Chat Model
  2. When clicking ‘Test workflow’
  3. No Recording/Transcript available
  4. Zoom: Get data of last meeting
  5. Filter transcript URL
  6. Filter: Only 1 item
  7. Zoom: Get transcript file
  8. Extract text from transcript file
  9. Format transcript text
  10. Zoom: Get participants data
  11. Create meeting summary
  12. Sort for mail delivery
  13. Format to html
  14. Send meeting summary

58 steps in total.

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