Zoom AI Meeting Assistant
Automate your post-meeting follow-up with the Zoom AI Meeting Assistant, transforming raw meeting data into actionable insights and tasks. This workflow connects Zoom, OpenAI, ClickUp, and Outlook to streamline your administrative burden. When manually triggered, it retrieves your most recent Zoom meeting details and transcripts, then leverages OpenAI to generate a concise meeting summary and identify key action items. It then sends this summary via email, creates tasks in ClickUp based on the AI-generated action items, and even schedules follow-up calls in Outlook when needed. This is ideal for sales teams, project managers, or anyone who regularly hosts meetings and needs to ensure decisions and tasks are captured and acted upon promptly. By automating summary generation, task creation, and follow-up scheduling, this workflow significantly reduces the time spent on post-meeting administration, ensuring nothing falls through the cracks and improving overall team productivity.
Workflow JSON
{"id": "jhNsy4dPQYw9QDaa", "meta": {"instanceId": "1acdaec6c8e84424b4715cf41a9f7ec057947452db21cd2e22afbc454c8711cd", "templateId": "2683", "templateCredsSetupCompleted": true}, "name": "Zoom AI Meeting Assistant", "tags": [], "nodes": [{"id": "9b4b21aa-c746-4b94-a4dd-12736a7d4098", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [2160, 1040], "parameters": {"model": "gpt-4o", "options": {}}, "credentials": {"openAiApi": {"id": "", "name": "[Your openAiApi]"}}, "typeVersion": 1}, {"id": "536e360c-d668-4f58-8670-4e78ef579dbe", "name": "When clicking \u2018Test workflow\u2019", "type": "n8n-nodes-base.manualTrigger", "position": [160, 460], "parameters": {}, "typeVersion": 1}, {"id": "eb2b6b98-ca3c-46a9-9d5f-9b5297441224", "name": "No Recording/Transcript available", "type": "n8n-nodes-base.stopAndError", "position": [880, 660], "parameters": {"errorMessage": "={{ $json.error.cause.message }}"}, "typeVersion": 1}, {"id": "33ee5d8b-a373-44a8-9777-9386cf8cf008", "name": "Zoom: Get data of last meeting", "type": "n8n-nodes-base.zoom", "position": [340, 460], "parameters": {"filters": {"type": "scheduled"}, "operation": "getAll", "returnAll": true, "authentication": "oAuth2"}, "credentials": {"zoomOAuth2Api": {"id": "", "name": "[Your zoomOAuth2Api]"}}, "typeVersion": 1}, {"id": "d67d1fcb-78d1-47e5-bc0e-5735f0f48350", "name": "Filter transcript URL", "type": "n8n-nodes-base.set", "onError": "continueRegularOutput", "position": [880, 460], "parameters": {"options": {}, "assignments": {"assignments": [{"id": "ef149af8-7f9d-4e5a-8ccf-4a5f1e09eecc", "name": "transcript_file", "type": "string", "value": "={{ $json.recording_files.find(f => f.file_type === 'TRANSCRIPT').download_url }}"}]}}, "typeVersion": 3.4}, {"id": "41665b4e-4d3e-4da9-9b0d-c6f9f0b2cde4", "name": "Filter: Only 1 item", "type": "n8n-nodes-base.splitInBatches", "position": [1060, 460], "parameters": {"options": {}}, "typeVersion": 3}, {"id": "ea12b33a-ae01-403d-9f14-466dc8880874", "name": "Zoom: Get transcript file", "type": "n8n-nodes-base.httpRequest", "position": [1240, 460], "parameters": {"url": "={{ $json.transcript_file }}", "options": {}, "authentication": "predefinedCredentialType", "nodeCredentialType": "zoomOAuth2Api"}, "credentials": {"zoomOAuth2Api": {"id": "", "name": "[Your zoomOAuth2Api]"}}, "typeVersion": 4.2}, {"id": "fb1c32c3-5161-499d-8cd6-7624fb78ed3e", "name": "Extract text from transcript file", "type": "n8n-nodes-base.extractFromFile", "position": [1420, 460], "parameters": {"options": {}, "operation": "text"}, "typeVersion": 1}, {"id": "87986fd3-37f0-48cd-942a-73fd3b5bd70f", "name": "Format transcript text", "type": "n8n-nodes-base.set", "position": [1600, 460], "parameters": {"options": {}, "assignments": {"assignments": [{"id": "70019192-02ef-4b0a-a747-3ca5f46aeeaa", "name": "transcript", "type": "string", "value": "={{ $json.data.split('\\r\\n\\r\\n').slice(1).map(block => {\n const lines = block.split('\\r\\n');\n return lines.slice(2).join(' ');\n}).join('\\n') }}"}]}}, "typeVersion": 3.4}, {"id": "9af3559d-2fd0-481f-84d6-caefbcd8e4f2", "name": "Zoom: Get participants data", "type": "n8n-nodes-base.httpRequest", "position": [1760, 460], "parameters": {"url": "=https://api.zoom.us/v2/past_meetings/{{ $('Filter: Last 24 hours').item.json.id }}/participants", "options": {}, "authentication": "predefinedCredentialType", "nodeCredentialType": "zoomOAuth2Api"}, "credentials": {"zoomOAuth2Api": {"id": "", "name": "[Your zoomOAuth2Api]"}}, "typeVersion": 4.2}, {"id": "03feecc5-e60d-45cb-bf29-6645afb86b4c", "name": "Create meeting summary", "type": "@n8n/n8n-nodes-langchain.openAi", "position": [1920, 460], "parameters": {"modelId": {"__rl": true, "mode": "list", "value": "gpt-4o", "cachedResultName": "GPT-4O"}, "options": {}, "messages": {"values": [{"content": "=Create a formal meeting minutes document from the following transcript and meeting details.\n\nMeeting Date: {{ $('Zoom: Get data of last meeting').item.json.start_time }} // This needs to be formatted from the meeting details\nParticipants: {{ $json.participants.map(p => p.name + ' (' + p.user_email + ')').join(', ') }}\n\nTranscript:\n{{ $('Format transcript text').item.json.transcript }}\n\nPlease create the minutes in the following format:\n\nMeeting on [Date]\n\nParticipants:\n[List of participants with email addresses]\n\nSummary of the Meeting:\n[Brief and concise summary of the topics discussed]\n\nTasks:\n- [Task] (Responsible: [Name])\n- ...\n\nImportant Dates:\n- [Date] ([Context])\n- ...\n"}]}}, "credentials": {"openAiApi": {"id": "", "name": "[Your openAiApi]"}}, "typeVersion": 1.8}, {"id": "5edc73f7-aa1b-47ae-97f7-c6f897e914a6", "name": "Sort for mail delivery", "type": "n8n-nodes-base.set", "position": [2240, 460], "parameters": {"options": {}, "assignments": {"assignments": [{"id": "cc51b7e4-d5c2-4cd4-9488-4d181eaaa02e", "name": "subject", "type": "string", "value": "=Meeting summary: {{ $('Zoom: Get data of last meeting').item.json.topic }} on {{ $('Zoom: Get data of last meeting').item.json.start_time }}"}, {"id": "f3940ea2-9084-4c25-828e-5ddaa428ec83", "name": "=to", "type": "string", "value": "={{ $('Zoom: Get participants data').item.json.participants[0].user_email }}"}, {"id": "1211af5b-2240-44ce-9df7-63d93f57806e", "name": "body", "type": "string", "value": "={{ $json.message.content }}"}]}}, "typeVersion": 3.4}, {"id": "29ad24ba-016b-4e65-b8c8-908d8e2207c5", "name": "Format to html", "type": "n8n-nodes-base.code", "position": [2400, 460], "parameters": {"jsCode": "const items = [];\n\nfor (const item of $input.all()) {\n const body = item.json.body;\n if (!body) continue;\n\n // Simple split approach\n const sections = body.split('\\n\\n');\n const title = sections[0].replace(/\\*\\*/g, '');\n const participants = sections[1].split('\\n').slice(1).join('\\n');\n const summary = sections[2].split('\\n').slice(1).join('\\n');\n const tasks = sections[3].split('\\n').slice(1).join('\\n');\n const dates = sections[4].split('\\n').slice(1).join('\\n');\n\n const html = `<html>\n<body style=\"font-family: Arial, sans-serif; max-width: 800px; margin: 20px;\">\n<h1 style=\"color: #2c3e50; border-bottom: 2px solid #3498db; padding-bottom: 10px;\">${title}</h1>\n<h2 style=\"color: #2c3e50; margin-top: 20px;\">Participants:</h2>\n<ul style=\"list-style-type: none; padding-left: 20px;\">\n${participants.split('\\n').map(p => `<li>${p.replace('- ', '')}</li>`).join('\\n')}\n</ul>\n<h2 style=\"color: #2c3e50; margin-top: 20px;\">Meeting Summary:</h2>\n<p style=\"margin-left: 20px;\">${summary}</p>\n<h2 style=\"color: #2c3e50; margin-top: 20px;\">Tasks:</h2>\n<ul style=\"margin-left: 20px;\">\n${tasks.split('\\n').map(t => `<li>${t.replace('- ', '')}</li>`).join('\\n')}\n</ul>\n<h2 style=\"color: #2c3e50; margin-top: 20px;\">Important Dates:</h2>\n<ul style=\"margin-left: 20px;\">\n${dates.split('\\n').map(d => `<li>${d.replace('- ', '')}</li>`).join('\\n')}\n</ul>\n</body>\n</html>`;\n\n items.push({\n json: {\n html,\n to: item.json.to,\n subject: item.json.subject\n }\n });\n}\n\nreturn items;"}, "typeVersion": 2}, {"id": "60c9d778-d97a-4e17-858c-804f523590e5", "name": "Send meeting summary", "type": "n8n-nodes-base.emailSend", "position": [2560, 460], "parameters": {"html": "={{ $json.html }}", "options": {}, "subject": "={{ $json.subject }}", "toEmail": "={{ $json.to }}", "fromEmail": "friedemann.schuetz@posteo.de"}, "credentials": {"smtp": {"id": "", "name": "[Your smtp]"}}, "typeVersion": 2.1}, {"id": "39d8bb49-d9e9-46e3-89b3-fcbf9345bad8", "name": "Create tasks", "type": "@n8n/n8n-nodes-langchain.toolWorkflow", "position": [2340, 1040], "parameters": {"name": "create_task", "schemaType": "manual", "workflowId": {"__rl": true, "mode": "list", "value": "zSKQLEObdU9RiThI", "cachedResultName": "create_task"}, "description": "=Use this tool to create a task. \nFor task creation use only action items for me Friedemann, don't use action items for other participants.", "inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"items\": {\n \"type\": \"array\",\n \"description\": \"An array of tasks\",\n \"items\": {\n \"type\": \"object\",\n \"properties\": {\n \"name\": {\n \"type\": \"string\",\n \"description\": \"The name of the task\"\n },\n \"description\": {\n \"type\": \"string\",\n \"description\": \"A detailed description of the task\"\n },\n \"due_date\": {\n \"type\": \"string\",\n \"description\": \"Due Date\"\n },\n \"priority\": {\n \"type\": \"string\",\n \"description\": \"Priority. . Please capitalize first letter\"\n },\n \"project_name\": {\n \"type\": \"string\",\n \"description\": \"Name of the project. Word 'Project' shouldn't be included\"\n }\n },\n \"required\": [\n \"name\",\n \"description\",\n \"due_date\",\n \"priority\"\n ],\n \"additionalProperties\": false\n }\n }\n },\n \"required\": [\n \"items\"\n ],\n \"additionalProperties\": false\n}", "specifyInputSchema": true}, "typeVersion": 1.3}, {"id": "9fa8eb9e-d4fc-4a2a-9843-2f51055944e9", "name": "Create tasks and follow-up call", "type": "@n8n/n8n-nodes-langchain.agent", "position": [2240, 720], "parameters": {"text": "=<system_prompt>\n\nTODAY IS: {{ $now }}\n\nYOU ARE A MEETING ASSISTANT FOR AUTOMATION IN N8N. YOUR TASK IS TO EFFICIENTLY AND PRECISELY PROCESS INFORMATION FROM ZOOM MEETINGS TO GENERATE TO-DOS AND SCHEDULE FOLLOW-UP MEETINGS. YOU HAVE ACCESS TO THE FOLLOWING DATA:\n\n### INPUTS ###\n- **MEETING TITLE**: {{ $('Zoom: Get data of last meeting').item.json.topic }}\n- **PARTICIPANTS**: {{ $('Zoom: Get participants data').item.json.participants[0].name }}\n- **TRANSCRIPT**: {{ $('Format transcript text').item.json.transcript }}\n\n### YOUR TASKS ###\n1. **CREATE TO-DOS**:\n - IDENTIFY TASKS AND TO-DOS IN THE TRANSCRIPT.\n - FORMULATE CLEAR, CONCRETE TASKS.\n - PASS THESE TASKS TO THE TOOL \"Create tasks\" TO SAVE THEM IN CLICKUP. \n - DATA STRUCTURE:\n - **TASK DESCRIPTION**: Brief description of the task.\n - **ASSIGNED PERSON**: First name from the participant list.\n - **DUE DATE**: Use any date mentioned in the transcript; otherwise, set to \"Not specified.\"\n\n2. **CREATE MEETING**:\n - ANALYZE THE TRANSCRIPT TO IDENTIFY INFORMATION ABOUT THE NEXT MEETING (DATE, TIME, AND TOPIC).\n - PASS THIS INFORMATION TO THE TOOL \"Create follow-up call.\"\n - DATA STRUCTURE:\n - **MEETING TITLE**: \"Follow-up: [Meeting Title]\"\n - **DATE AND TIME**: Determined from the transcript or set to \"Next Tuesday at 10:00 AM\" if no information is provided.\n - **PARTICIPANTS**: Add all participants from the list.\n\n### CHAIN OF THOUGHTS ###\n1. **UNDERSTAND**: Read and analyze the provided inputs (title, participants, transcript).\n2. **IDENTIFY**: Extract relevant information for the to-dos and the next meeting.\n3. **DIVIDE**: Split the task into two separate processes: creating to-dos and creating the meeting.\n4. **STRUCTURE**: Format the results in the required structure for the respective tools.\n5. **TRANSMIT**: Pass the data to the designated tools in n8n.\n6. **VERIFY**: Ensure the data is correct and complete.\n\n### WHAT YOU SHOULD NOT DO ###\n- **NEVER**: Create unclear or vague to-dos.\n- **NEVER**: Ignore missing data \u2013 use default values where uncertain.\n- **NEVER**: Overlook information from the inputs or make incorrect connections.\n- **NEVER**: Transmit tasks or meetings without proper formatting.\n\n### OUTPUT EXAMPLES ###\n1. **TO-DO**:\n - **TASK DESCRIPTION**: \"Prepare presentation for the next meeting.\"\n - **ASSIGNED PERSON**: \"John Doe.\"\n - **DUE DATE**: \"2025-01-25.\"\n\n2. **MEETING**:\n - **MEETING TITLE**: \"Follow-up: Project Discussion.\"\n - **DATE AND TIME**: \"2025-01-28 at 10:00 AM.\"\n - **PARTICIPANTS**: \"John Doe, Jane Example.\"\n\n### NOTES ###\n- EXECUTE YOUR TASKS WITH THE HIGHEST PRECISION AND CONTEXT SENSITIVITY.\n- RELY ON THE PROVIDED DATA AND DEFAULT VALUES WHERE NECESSARY.\n</system_prompt>\n", "agent": "openAiFunctionsAgent", "options": {}, "promptType": "define"}, "typeVersion": 1.7}, {"id": "05515784-c99d-4197-9d88-62350bacfb7b", "name": "Create follow-up call", "type": "n8n-nodes-base.microsoftOutlookTool", "position": [2500, 1040], "parameters": {"subject": "={{ $fromAI(\"meeting_name\",\"Meeting name\",\"string\") }}", "resource": "event", "operation": "create", "calendarId": {"__rl": true, "mode": "list", "value": "AQMkADAwATNiZmYAZC1jYjE5LWExMzQtMDACLTAwCgBGAAAD1gD8iHcpKEiYQc0w4fCLUgcA-79r8r8ac0aInYGVxRUqCwAAAgEGAAAA-79r8r8ac0aInYGVxRUqCwAAAkH-AAAA", "cachedResultName": "Calendar"}, "endDateTime": "={{ $fromAI(\"end_date_time\",\"Date and time of meeting end\",\"string\") }}", "startDateTime": "={{ $fromAI(\"start_date_time\",\"Date and time of meeting start\",\"string\") }}", "descriptionType": "manual", "toolDescription": "=Use tool to create Outlook Calendar Event. Use this tool only when transcript contains information that call should be scheduled.", "additionalFields": {"timeZone": "Europe/Berlin"}}, "credentials": {"microsoftOutlookOAuth2Api": {"id": "", "name": "[Your microsoftOutlookOAuth2Api]"}}, "typeVersion": 2}, {"id": "2f00c2c6-2389-429c-8c9a-f8f1fbfb6524", "name": "Filter: Last 24 hours", "type": "n8n-nodes-base.filter", "position": [500, 460], "parameters": {"options": {}, "conditions": {"options": {"version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict"}, "combinator": "and", "conditions": [{"id": "de097a4f-1f3e-4dc0-9ab6-139311ff4676", "operator": {"type": "dateTime", "operation": "afterOrEquals"}, "leftValue": "={{ $json.start_time }}", "rightValue": "={{$now.minus({ hours: 24 }).toISO()}}"}]}}, "typeVersion": 2.2}, {"id": "fd353a51-eac3-4d04-ae06-dd8e90b82990", "name": "Execute Workflow Trigger", "type": "n8n-nodes-base.executeWorkflowTrigger", "disabled": true, "position": [1280, 980], "parameters": {}, "typeVersion": 1}, {"id": "40480f97-699b-4a49-867a-54950702af79", "name": "Split Out", "type": "n8n-nodes-base.splitOut", "position": [1500, 980], "parameters": {"options": {}, "fieldToSplitOut": "query.items"}, "typeVersion": 1}, {"id": "22e6165f-d7c2-4b23-be63-00c76505cdd3", "name": "ClickUp", "type": "n8n-nodes-base.clickUp", "position": [1720, 980], "parameters": {"list": "901207046581", "name": "={{ $json.name }}", "team": "9012366821", "space": "90122025710", "folder": "90123813376", "authentication": "oAuth2", "additionalFields": {"content": "={{ $json.description }}", "dueDate": "={{ $json.due_date }}"}}, "credentials": {"clickUpOAuth2Api": {"id": "", "name": "[Your clickUpOAuth2Api]"}}, "typeVersion": 1}, {"id": "742a411e-05cb-4aa0-a541-7b67e613e2bb", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [1060, 900], "parameters": {"width": 1000, "height": 280, "content": "## Sub workflow: Create Task in ClickUp"}, "typeVersion": 1}, {"id": "ebc5f1df-b417-4977-9700-b71b49a15cbb", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [140, 660], "parameters": {"width": 660, "height": 520, "content": "## Welcome to my Zoom AI Meeting Assistant Workflow!\n\n### This workflow has the following sequence:\n\n1. manual trigger (Can be replaced by a scheduled trigger or a webhook)\n2. retrieval of of Zoom meeting data\n3. filter the events of the last 24 hours\n4. retrieval of transcripts and extract of the text\n5. creating a meeting summary, format to html and send per mail\n6. 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\n\n### The following accesses are required for the workflow:\n- Zoom Workspace (via API and HTTP Request): [Documentation](https://docs.n8n.io/integrations/builtin/credentials/zoom/)\n- Microsoft Outlook: [Documentation](https://docs.n8n.io/integrations/builtin/credentials/microsoft/)\n- ClickUp: [Documentation](https://docs.n8n.io/integrations/builtin/credentials/clickup/)\n- AI API access (e.g. via OpenAI, Anthropic, Google or Ollama)\n- SMTP access data (for sending the mail)\n\nYou can contact me via LinkedIn, if you have any questions: https://www.linkedin.com/in/friedemann-schuetz"}, "typeVersion": 1}, {"id": "d9109d09-eb1f-4685-a78b-d17e3dd22438", "name": "Zoom: Get transcripts data", "type": "n8n-nodes-base.httpRequest", "onError": "continueErrorOutput", "position": [680, 460], "parameters": {"url": "=https://api.zoom.us/v2/meetings/{{ $json.id }}/recordings", "options": {}, "authentication": "predefinedCredentialType", "nodeCredentialType": "zoomOAuth2Api"}, "credentials": {"zoomOAuth2Api": {"id": "", "name": "[Your zoomOAuth2Api]"}}, "typeVersion": 4.2}], "active": false, "pinData": {"Execute Workflow Trigger": [{"json": {"query": {"items": [{"name": "Partner abtelefonieren", "due_date": "2025-01-06", "priority": "High", "description": "Am 6. Januar alle Partner anrufen, um zu kl\u00e4ren, ob Interesse an einer weiteren Kooperation besteht und wie diese dargestellt werden kann.", "project_name": "Partnerkooperationen"}]}}}]}, "settings": {}, "versionId": "7dd6e3c4-87d1-4d88-ab7c-10e041e64674", "connections": {"Split Out": {"main": [[{"node": "ClickUp", "type": "main", "index": 0}]]}, "Create tasks": {"ai_tool": [[{"node": "Create tasks and follow-up call", "type": "ai_tool", "index": 0}]]}, "Format to html": {"main": [[{"node": "Send meeting summary", "type": "main", "index": 0}]]}, "OpenAI Chat Model": {"ai_languageModel": [[{"node": "Create tasks and follow-up call", "type": "ai_languageModel", "index": 0}]]}, "Filter: Only 1 item": {"main": [[{"node": "Filter: Only 1 item", "type": "main", "index": 0}], [{"node": "Zoom: Get transcript file", "type": "main", "index": 0}]]}, "Send meeting summary": {"main": [[]]}, "Create follow-up call": {"ai_tool": [[{"node": "Create tasks and follow-up call", "type": "ai_tool", "index": 0}]]}, "Filter transcript URL": {"main": [[{"node": "Filter: Only 1 item", "type": "main", "index": 0}]]}, "Filter: Last 24 hours": {"main": [[{"node": "Zoom: Get transcripts data", "type": "main", "index": 0}]]}, "Create meeting summary": {"main": [[{"node": "Sort for mail delivery", "type": "main", "index": 0}, {"node": "Create tasks and follow-up call", "type": "main", "index": 0}]]}, "Format transcript text": {"main": [[{"node": "Zoom: Get participants data", "type": "main", "index": 0}]]}, "Sort for mail delivery": {"main": [[{"node": "Format to html", "type": "main", "index": 0}]]}, "Execute Workflow Trigger": {"main": [[{"node": "Split Out", "type": "main", "index": 0}]]}, "Zoom: Get transcript file": {"main": [[{"node": "Extract text from transcript file", "type": "main", "index": 0}]]}, "Zoom: Get transcripts data": {"main": [[{"node": "Filter transcript URL", "type": "main", "index": 0}], [{"node": "No Recording/Transcript available", "type": "main", "index": 0}]]}, "Zoom: Get participants data": {"main": [[{"node": "Create meeting summary", "type": "main", "index": 0}]]}, "Zoom: Get data of last meeting": {"main": [[{"node": "Filter: Last 24 hours", "type": "main", "index": 0}]]}, "Create tasks and follow-up call": {"main": [[]]}, "Extract text from transcript file": {"main": [[{"node": "Format transcript text", "type": "main", "index": 0}]]}, "When clicking \u2018Test workflow\u2019": {"main": [[{"node": "Zoom: Get data of last meeting", "type": "main", "index": 0}]]}}}How to Import This Workflow
- 1Copy the workflow JSON above using the Copy Workflow JSON button.
- 2Open your n8n instance and go to Workflows.
- 3Click Import from JSON and paste the copied workflow.
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