# Zoom AI meeting assistant creates mail summary, ClickUp tasks: n8n workflow

> Started by an event in a connected app, and works across ClickUp and Email. It hands the judgement calls to Claude.

Source: https://millionrounds.com/workflow/zoom-ai-meeting-assistant-creates-mail-summary-clickup-tasks (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)

# Zoom AI meeting assistant creates mail summary, ClickUp tasks

Started by an event in a connected app, and works across ClickUp and Email. It hands the judgement calls to Claude. 23 steps, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large Calls a model: Claude

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fzoom-ai-meeting-assistant-creates-mail-summary-clickup-tasks)

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

**0** Branches: places the flow splits

**1** Loop or waits

**2** Services it connects to

## The flow

Starts it 2 Model 5 Logic 8 Service 8

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

- 1 **When clicking ‘Test workflow’** Manual trigger *Starts it*
- 2 **Create tasks** Tool Workflow *Model*
- 3 **Create follow-up call** Microsoft Outlook Tool *Service*
- 4 **Execute Workflow Trigger** Execute Workflow trigger *Starts it*
- 5 **Anthropic Chat Model** Lm Chat Anthropic *Model*
- 6 **Think** Tool Think *Model*
- 7 **Zoom: Get data of last meeting** Zoom *Service*
- 8 **Create tasks and follow-up call** Agent *Model*
- 9 **Split Out** Split Out *Logic*
- 10 **Create meeting summary** Agent *Model*
- 11 **Filter: Last 24 hours** Filter *Logic*
- 12 **ClickUp** Click Up *Service*
- 13 **Sort for mail delivery** Set *Logic*
- 14 **Zoom: Get transcripts data** Http Request *Service*
- 15 **Format to html** Code *Logic*
- 16 **Filter transcript URL** Set *Logic*
- 17 **No Recording/Transcript available** Stop And Error *Logic*
- 18 **Send meeting summary** Email Send *Service*
- 19 **Filter: Only 1 item** Split In Batches *Logic*
- 20 **Zoom: Get transcript file** Http Request *Service*
- 21 **Extract text from transcript file** Extract From File *Service*
- 22 **Format transcript text** Set *Logic*
- 23 **Zoom: Get participants data** Http Request *Service*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 23, 1 loop or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** ClickUp, Email
- **Model:** Claude

## Questions

What does it need to run?

An n8n account, plus your own ClickUp and Email accounts, and a key for Claude. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls Claude. 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%2Fzoom-ai-meeting-assistant-creates-mail-summary-clickup-tasks)
- **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.

[ClickUp](https://millionrounds.com/workflows?service=ClickUp#library)[Email](https://millionrounds.com/workflows?service=Email#library)

## Workflows like it

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

- [**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)
- [**Assign Requests with Send Reminders Based** 22 steps · calls a model · Email, NocoDB](https://millionrounds.com/workflow/assign-requests-with-send-reminders-based)
- [**Automate peer review assignments with Sonar Pro AI** 21 steps · calls a model · Discord, Email](https://millionrounds.com/workflow/automate-peer-review-assignments-with-sonar-pro-ai)
- [**Automated client onboarding system with Notion** 25 steps · Airtable, Email](https://millionrounds.com/workflow/automated-client-onboarding-system-with-notion)
- [**Manage meeting confirmations with Google Calendar and Gmail** 21 steps · Email, Google Sheets](https://millionrounds.com/workflow/manage-meeting-confirmations-with-google-calendar-and-gmail)
- [**Manage meeting confirmations, reschedules, and cancellations** 21 steps · Email, Google Sheets](https://millionrounds.com/workflow/manage-meeting-confirmations-reschedules-and-cancellations)