Analyze Zoom Recordings with AI and Create ClickUp Tasks
Workflow Description
This automation extracts and transcribes Zoom meeting recordings, analyzes them using OpenAI to identify key points and action items, then automatically creates tasks in ClickUp while sending summaries via email and social media platforms for team alignment.
How it works
- 1.Trigger recording upload or manual activation for processing
- 2.Extract transcript from Zoom recording using OpenAI integration
- 3.Analyze content to identify tasks, decisions, and key takeaways
- 4.Distribute extracted data in batches to ClickUp and notification channels
Use cases
- Sales teams automatically log client calls and schedule follow-ups in ClickUp
- Product teams transcribe sprint planning sessions and generate task lists
- HR departments archive training sessions and distribute content to staff
Requirements
- Active Zoom account with recording access permissions
- OpenAI API key for transcription and analysis
- ClickUp workspace with configured projects
- Email account or social media credentials for distributing summaries
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (24)
OpenAI Chat Model
OpenAI
When clicking ‘Test workflow’
Manual Trigger
No Recording/Transcript available
Stop And Error
Zoom: Get data of last meeting
Zoom
Filter transcript URL
Set
Filter: Only 1 item
Split In Batches
Zoom: Get transcript file
HTTP Request
Extract text from transcript file
Extract From File
Format transcript text
Set
Zoom: Get participants data
HTTP Request
Create meeting summary
OpenAI
Sort for mail delivery
Set
Format to html
Code
Send meeting summary
Email Send
Create tasks
Tool Workflow
Create tasks and follow-up call
Agent
Create follow-up call
Microsoft Outlook Tool
Filter: Last 24 hours
Filter
Execute Workflow Trigger
Execute Workflow Trigger
Split Out
Split Out
ClickUp
Click Up
Sticky Note
Sticky Note
Sticky Note1
Sticky Note
Zoom: Get transcripts data
HTTP Request