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AI & researchAgentClick UpCodeEmail SendExecute Workflow Trigger

Zoom AI Meeting Assistant

Configured with Agent, Click Up, Email Send, Execute Workflow Trigger, and additional nodes. Review the connections and setup before adapting this template.

Workflow preview
AI & modelsOpenAI Chat ModelOpenAI Chat ModelTriggerWhen clicking ‘Testworkflow’Manual TriggerRoutingNo Recording/TranscriptavailableStop And ErrorIntegrationZoom: Get data of lastmeetingZoomTransformFilter transcript URLEdit FieldsRoutingFilter: Only 1 itemLoop Over ItemsWeb / APIZoom: Get transcriptfileHTTP RequestTransformExtract text fromtranscript fileExtract From FileTransformFormat transcript textEdit FieldsWeb / APIZoom: Get participantsdataHTTP RequestAI & modelsCreate meeting summaryOpen AiTransformSort for mail deliveryEdit FieldsCodeFormat to htmlCodeMessagingSend meeting summaryEmail SendSubworkflowCreate tasksTool WorkflowAI & modelsCreate tasks andfollow-up callAgentMessagingCreate follow-up callMicrosoft Outlook ToolRoutingFilter: Last 24 hoursFilterTriggerExecute WorkflowTriggerExecute Workflow TriggerTransformSplit OutSplit OutIntegrationClickUpClick UpWeb / APIZoom: Get transcriptsdataHTTP Request

Node categories in this workflow

  • AI & models
  • Trigger
  • Routing
  • Integration
  • Transform
  • Web / API
  • Code
  • Messaging
  • Subworkflow

Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.

Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.

How it works

The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.

Workflow node names, types, and operations
NodeCategoryTypeOperation
OpenAI Chat ModelAI & modelsOpenAI Chat ModelSee node parameters
When clicking ‘Test workflow’TriggerManual TriggerSee node parameters
No Recording/Transcript availableRoutingStop And ErrorSee node parameters
Zoom: Get data of last meetingIntegrationZoomgetAll
Filter transcript URLTransformEdit FieldsSee node parameters
Filter: Only 1 itemRoutingLoop Over ItemsSee node parameters
Zoom: Get transcript fileWeb / APIHTTP RequestSee node parameters
Extract text from transcript fileTransformExtract From Filetext
Format transcript textTransformEdit FieldsSee node parameters
Zoom: Get participants dataWeb / APIHTTP RequestSee node parameters
Create meeting summaryAI & modelsOpen AiSee node parameters
Sort for mail deliveryTransformEdit FieldsSee node parameters
Format to htmlCodeCodeSee node parameters
Send meeting summaryMessagingEmail SendSee node parameters
Create tasksSubworkflowTool WorkflowSee node parameters
Create tasks and follow-up callAI & modelsAgentSee node parameters
Create follow-up callMessagingMicrosoft Outlook Toolevent / create
Filter: Last 24 hoursRoutingFilterSee node parameters
Execute Workflow TriggerTriggerExecute Workflow TriggerSee node parameters
Split OutTransformSplit OutSee node parameters
ClickUpIntegrationClick UpSee node parameters
Zoom: Get transcripts dataWeb / APIHTTP RequestSee node parameters

Setup

  1. Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
  2. Connect your own credentials through n8n’s credential store. Replace REPLACE_WITH_* values with your resource identifiers.
  3. Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
  4. Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.

Requirements

An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.

Credential types declared in the source

  • clickUpOAuth2Api
  • microsoftOutlookOAuth2Api
  • openAiApi
  • smtp
  • zoomOAuth2Api

Workflow notes

Welcome to my Zoom AI Meeting Assistant Workflow!

Welcome to my Zoom AI Meeting Assistant Workflow!

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

The following accesses are required for the workflow:

  • 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 can contact me via LinkedIn, if you have any questions: https://www.linkedin.com/in/friedemann-schuetz

Zoom AI Meeting Assistant

Zoom AI Meeting Assistant

Purpose and structure

This folder contains the Zoom AI Meeting Assistant workflow. Its executable nodes use agent, clickUp, code, emailSend, executeWorkflowTrigger, extractFromFile, filter, httpRequest, lmChatOpenAi, manualTrigger, microsoftOutlookTool, openAi, set, splitInBatches, splitOut, stopAndError, toolWorkflow, zoom. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.

Setup

Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.

Entry points

When clicking ‘Test workflow’, Execute Workflow Trigger

Verification

Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.

Attribution

https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Stopanderror/1785_Stopanderror_Clickup_Automation_Webhook.json MIT; preserve source notices.

Canvas section labels

These name areas of the original canvas; they do not include explanatory instructions.

  • Sub workflow: Create Task in ClickUp

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