Quick overview
This workflow ingests meeting transcripts from a Fathom webhook or a Google Drive folder, uses OpenAI to extract structured notes, creates Jira issues for action items, writes a formatted meeting page to Notion, posts a recap to Slack, and schedules 24-hour-before-due Slack reminders via Google Sheets.
How it works
- Receives a meeting transcript via a Fathom POST webhook or triggers when a new transcript file is created in a watched Google Drive folder.
- If the input is a Drive file, downloads it and extracts plain text (including DOCX conversion or PDF extraction) before normalizing the transcript, metadata, and destination settings.
- Sends the transcript to OpenAI (GPT-4o) to extract a 3-bullet summary, decisions, action items, open questions, and risks in JSON, then parses and validates the structured output.
- Loads a roster from Google Sheets to match action-item owners to Jira account IDs and Slack member IDs, and resolves relative due-date phrases into YYYY-MM-DD dates.
- Creates one Jira issue per action item, merges the resulting issue keys back into the meeting record, and builds a Notion page payload containing the recap sections plus the full transcript.
- Creates the meeting page in Notion and posts a formatted recap to the configured Slack channel, including Jira links/keys, owner mentions, due dates, and the Notion URL.
- If any owners are unmatched, posts a Slack warning, and if reminders are enabled, appends reminder rows to a Google Sheets tab and an hourly schedule later sends due reminders to Slack and marks them as sent.
Setup
- Add credentials for OpenAI, Google Drive OAuth2, Google Sheets OAuth2, Jira Software Cloud, Notion, and Slack.
- Choose a single transcript intake path by configuring either the Fathom webhook (with
include_transcript=true) or the Google Drive folder trigger and its folder ID.
- Update the Google Sheets document and ensure you have a roster sheet with
name, aliases, jira_account_id, and slack_member_id, plus a reminders sheet with task, owner, slack_member_id, channel, jira_key, due_date, reminder_datetime, and sent.
- Share your target Notion database with the Notion integration used by the workflow and set the correct database ID (and ensure it has at least
Title and optionally Date properties).
- Set the Jira project/issue type and confirm the Slack channel ID where recaps and reminders should be posted, and ensure the Slack app/bot has access to that channel.
Requirements
- Credentials: OpenAI, Google Drive, Google Sheets, Jira, Notion, Slack
- Roster sheet columns: name, aliases, jira_account_id, slack_member_id
- Reminders sheet columns: task, owner, slack_member_id, channel, jira_key, due_date, reminder_datetime, sent
- Notion database shared with your integration (properties: Title, Date)
- Slack bot invited to the target channel
Additional info
Connect with us:
Website: https://www.intuz.com/n8n-workflow-automation-templates/
Email: [email protected]
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For Custom Worflow Automation
https://www.intuz.com/get-started/