# Extract meeting tasks from Google Docs to GoHighLevel CRM: n8n workflow

> Started by a clock, and works across Gmail, GoHighLevel, Google Docs and Google Drive. It puts OpenAI behind a retrieval step, so answers are drawn from...

Source: https://millionrounds.com/workflow/extract-meeting-tasks-from-google-docs-to-gohighlevel-crm (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library)

# Extract meeting tasks from Google Docs to GoHighLevel CRM

Started by a clock, and works across Gmail, GoHighLevel, Google Docs and Google Drive. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 23 steps, 1 branch, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fextract-meeting-tasks-from-google-docs-to-gohighlevel-crm)

**23 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 1 Model 6 Logic 8 Service 8

The steps in the order they run, from what starts it.

- 1 **DAILY ORGANIZATION TRIGGER** Schedule trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Simple Memory** Memory Buffer Window *Model*
- 4 **FIND CONTACT IN GHL** High Level Tool *Service*
- 5 **CREATE TASKS IN GHL** High Level Tool *Service*
- 6 **Simple Memory1** Memory Buffer Window *Model*
- 7 **SEND EMAIL TO LEO** Gmail Tool *Service*
- 8 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 9 **FIND MEETING RECORD FOLDER** Google Drive *Service*
- 10 **ORGANIZATION AGENT** Agent *Model*
- 11 **SUMMARIZATION AGENT** Agent *Model*
- 12 **SPLIT OUT NOTES, CHAT, RECORDINGS** Code *Logic*
- 13 **SUMMARIZE AND CREATE TASK LIST** Split In Batches *Logic*
- 14 **ROUTE FILE TYPES** Switch *Logic*
- 15 **COMBINE OUTPUTS** Aggregate *Logic*
- 16 **GET NOTES** Google Docs *Service*
- 17 **MOVE RECORDINGS TO RECORDINGS FOLDER** Google Drive *Service*
- 18 **MOVE NOTES TO NOTES FOLDER** Google Drive *Service*
- 19 **MOVE CHAT TO CHAT FOLDER** Google Drive *Service*
- 20 **EXTRACT DATE AND CONTENT** Code *Logic*
- 21 **COMBINE ALL** Merge *Logic*
- 22 **PREP DATA** Set *Logic*
- 23 **FILTER FOR NOTES** Filter *Logic*

## How it's built

- **Starts on:** A clock
- **Steps:** 23, with 1 branch, 1 loop or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Gmail, GoHighLevel, Google Docs, Google Drive
- **Model:** OpenAI
- **Retrieval:** Answers are drawn from documents you supply, not from the model alone

## Questions

What does it need to run?

An n8n account, plus your own Gmail, GoHighLevel, Google Docs and Google Drive accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 23 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 23 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fextract-meeting-tasks-from-google-docs-to-gohighlevel-crm)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[GoHighLevel](https://millionrounds.com/workflows?service=GoHighLevel#library)[Google Docs](https://millionrounds.com/workflows?service=Google+Docs#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)

## Workflows like it

Also scheduling, with the same services where possible, closest in size first.

- [**Google Calendar events with Gemini and WhatsApp** 23 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/google-calendar-events-with-gemini-and-whatsapp)
- [**Meeting transcripts to content with Fathom and OpenAI** 23 steps · calls a model · Google Docs, Google Drive](https://millionrounds.com/workflow/meeting-transcripts-to-content-with-fathom-and-openai)
- [**Turn meeting recordings into Jira, ClickUp, and Linear tasks** 23 steps · calls a model · ClickUp, Google Drive](https://millionrounds.com/workflow/turn-meeting-recordings-into-jira-clickup-and-linear-tasks)
- [**Pre-meeting email nurturing sequence with Cal.com and Gmail** 23 steps · Gmail](https://millionrounds.com/workflow/pre-meeting-email-nurturing-sequence-with-cal-com-and-gmail)
- [**AI Timesheet Generator with Gmail and Calendar** 24 steps · calls a model · GitHub, Gmail](https://millionrounds.com/workflow/ai-timesheet-generator-with-gmail-and-calendar)
- [**Agent personnel with OpenAI and Gmail** 24 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/agent-personnel-with-openai-and-gmail)