Zoom AI Meeting Assistant Creates Email Summary, ClickUp Tasks, and Follow-Up Calls

## 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 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](https://docs.n8n.io/integrations/builtin/credentials/zoom/) - Microsoft Outlook: [Documentation](https://docs.n8n.io/integrations/builtin/credentials/microsoft/) - ClickUp: [Documentation](https://docs.n8n.io/integrations/builtin/credentials/clickup/) - 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](https://www.linkedin.com/in/friedemann-schuetz), if you have any questions!