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Extract Meeting Tasks from Google Docs to GoHighLevel CRM with GPT-4

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Created by: Leo Lara || madpanda

Leo Lara

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Last update 9 hours ago

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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