Zoom AI meeting assistant creates mail summary, ClickUp tasks and follow-up call

Update 19-04-2025

• Change from OpenAI to Claude 3.7 Sonnet module
• Adding the Think Tool

The update enables significantly better results to be achieved. This is particularly noticeable during longer meetings!

What this workflow does

This workflow retrieves the Zoom meeting data from the last 24 hours. The transcript of the last meeting is then retrieved, processed, a summary is created using AI and sent to all participants by email. AI is then used to create tasks and follow-up appointments based on the content of the meeting.

Important: You need a Zoom Workspace Pro account and must have activated Cloud Recording/Transcripts!

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

Requirements:

• 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 must set up the individual sub-workflows as separate workflows. Then set the “Execute workflow trigger” here. Then select the corresponding sub-workflow in the AI Agent Tools. You can select the number of domains yourself. If the data queries are not required, simply delete the corresponding tool (e.g. “Analytics_Domain_5).

Feel free to contact me via LinkedIn, if you have any questions!