Zoom AI Meeting Assistant creates mail summary, ClickUp tasks and follow-up call

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!