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Leo Lara

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Workflows by Leo Lara

Workflow preview: Extract meeting tasks from Google Docs to GoHighLevel CRM with GPT-4
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Extract meeting tasks from Google Docs to GoHighLevel CRM with GPT-4

## AI Meeting Task Manager - Google Meet to GoHighLevel CRM --- ## 📋 TEMPLATE DESCRIPTION **Transform your meeting follow-ups from chaos to clarity!** This workflow automates the entire post-meeting workflow by scanning Google Meet recordings folders, extracting action items from AI-generated meeting notes, and creating tasks directly in your GoHighLevel CRM. **🎯 Who is this for?** - Sales teams using GoHighLevel CRM - Agency owners managing multiple client meetings - Anyone who uses Google Meet with Gemini note-taking - Professionals drowning in meeting follow-ups **✨ What it does:** 1. **Daily File Organization** - Scans your Google Meet recordings folder - Automatically sorts recordings, notes, and chat logs into organized subfolders - Keeps your Drive clean and searchable 2. **AI-Powered Task Extraction** - Reads Google Docs meeting notes (generated by Gemini) - Identifies action items assigned to you - Intelligently determines due dates from context (defaults to 3 business days) 3. **CRM Integration** - Searches for meeting participants in GoHighLevel - Creates properly formatted tasks with full context - Links tasks to the correct contact record 4. **Beautiful Email Summaries** - Sends a professionally designed HTML email - Shows tasks created per contact - Includes due dates and status updates **🔧 Technologies Used:** - Google Drive API (file management) - Google Docs API (content extraction) - GoHighLevel API (contact search + task creation) - OpenAI GPT-4 (task extraction intelligence) - Gmail API (email delivery) **⚙️ Setup Requirements:** - Google Cloud OAuth credentials (Drive, Docs, Gmail) - GoHighLevel OAuth credentials - OpenAI API key - Create 4 Google Drive folders (source + 3 destination folders) **📖 Setup Instructions:** 1. **Create Google Drive Folders:** - Source folder: Where Google Meet saves recordings - Recordings folder: For video files - Notes folder: For Gemini notes - Chat folder: For meeting chat logs 2. **Configure Credentials:** - Connect Google Drive OAuth - Connect Google Docs OAuth - Connect GoHighLevel OAuth - Connect Gmail OAuth - Add OpenAI API key 3. **Update Folder URLs:** - Replace placeholder URLs in Google Drive nodes with your folder URLs 4. **Customize:** - Set your email address in the Gmail tool - Set your GoHighLevel user ID for task assignment - Adjust the schedule trigger timing as needed **💡 Pro Tips:** - Works best with Google Meet's Gemini note-taking feature - Customize the AI prompts to match your task naming conventions - The HTML email template is fully customizable

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Leo Lara
CRM
6 Dec 2025
19
0