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

by Friedemann Schuetzadapted from n8n official workflow galleryUpdated Aug 2026
RequiresAAI AgentAnthropic Chat ModelCall n8n Workflow ToolCall n8n Workflow ToolClickUpClickUpCCodeHTTP RequestHTTP RequestSend EmailSend EmailThink ToolThink ToolZoomZoom
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MaWhen clicking ‘Test workflow’When clicking ‘…SANo Recording/Transcript availableNo Recording/Tr…Zoom: Get data of last meetingZoom: Get data …SeFilter transcript URLFilter transcri…SIFilter: Only 1 itemFilter: Only 1 …HRZoom: Get transcript fileZoom: Get trans…EFExtract text from transcript fileExtract text fr…SeFormat transcript textFormat transcri…HRZoom: Get participants dataZoom: Get parti…SeSort for mail deliverySort for mail d…CoFormat to htmlESSend meeting summarySend meeting su…TWCreate tasksAgCreate tasks and follow-up callCreate tasks an…Create follow-up callCreate follow-u…FiFilter: Last 24 hoursFilter: Last 24…EWExecute Workflow TriggerExecute Workflo…SOSplit OutClickUpHRZoom: Get transcripts dataZoom: Get trans…Anthropic Chat ModelAnthropic Chat …TTThinkAgCreate meeting summaryCreate meeting …12345678910111213141516171819202122
1/5
FLOWS
STEPS · 22
Run manually by an operator

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: manual trigger (Can be replaced by a scheduled trigger or a webhook) retrieval of of Zoom meeting data filter the events of the last 24 hours retrieval of transcripts and extract of the text creating a meeting summary, format to html and send per mail 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: Documentati

Tags

n8nreference-onlyagentclick-upemail-sendlm-chat-anthropictool-thinktool-workflowzoom
Connects
AAI AgentAnthropic Chat Modelcalln8nworkflowtoolCall n8n Workflow ToolclickupClickUpCCodeWHTTP Request
CategoryAI Automation
Triggermanual
Complexityadvanced
Nodes23
AddedJan 25, 2025

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