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Asystent spotkań Zoom AI tworzy podsumowanie poczty, zadania ClickUp i połączenia następcze

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Opis workflow automatyzacji w n8n

Ten workflow pobiera dane spotkań Zoom z ostatnich 24 godzin. Następnie pobiera transkrypt ostatniego spotkania, przetwarza go, tworzy podsumowanie przy użyciu AI i wysyła je mailem do wszystkich uczestników. AI jest również wykorzystywane do tworzenia zadań i terminów kolejnych spotkań na podstawie treści rozmowy.

Ważne: Wymagane jest konto Zoom Workspace Pro z aktywną funkcją Cloud Recording/Transcripts!

Sekwencja workflow

  • Manualny trigger (można zastąpić triggerem harmonogramu lub webhookiem)
  • Pobranie danych spotkań Zoom
  • Filtrowanie wydarzeń z ostatnich 24 godzin
  • Pobranie transkryptów i ekstrakcja tekstu
  • Tworzenie podsumowania spotkania, formatowanie do HTML i wysyłka mailem
  • Tworzenie zadań i terminów kolejnych spotkań (jeśli były omawiane) w ClickUp/Outlook (można zastąpić Gmailem, Airtable itp.) poprzez sub-workflow

Wymagania

  • Zoom Workspace (poprzez API i HTTP Request)
  • Microsoft Outlook
  • ClickUp
  • Dostęp do API AI (np. OpenAI, Anthropic, Google lub Ollama)
  • Dane dostępowe SMTP (do wysyłki maili)

Konfiguracja

Należy skonfigurować poszczególne sub-workflow jako oddzielne workflow. Następnie ustawić "Execute workflow trigger" i wybrać odpowiedni sub-workflow w AI Agent Tools. Liczbę domen można wybrać dowolnie. Jeśli niektóre zapytania danych nie są wymagane, można usunąć odpowiednie narzędzie.

Przykłady zastosowań

Ta automatyzacja znajduje zastosowanie w różnych scenariuszach biznesowych, szczególnie tam, gdzie ważna jest efektywna organizacja pracy zespołowej i śledzenie postępów po spotkaniach. Oto kilka potencjalnych zastosowań:

  • Automatyczne raportowanie z cotygodniowych spotkań zespołu projektowego
  • Śledzenie zadań i decyzji podjętych podczas spotkań zarządu
  • Organizacja pracy zdalnej poprzez automatyczne tworzenie zadań w systemach takich jak ClickUp
  • Zwiększenie produktywności poprzez eliminację ręcznego sporządzania notatek ze spotkań
  • Poprawa komunikacji w zespole poprzez automatyczne rozsyłanie podsumowań do wszystkich uczestników
  • Integracja z kalendarzem w celu automatycznego planowania kolejnych spotkań
  • Tworzenie bazy wiedzy z archiwalnych spotkań poprzez gromadzenie transkryptów i podsumowań

W przypadku pytań zachęcamy do kontaktu przez LinkedIn.

   Skopiuj kod szablonu   
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}}"}]}},"typeVersion":3.4},{"id":"9af3559d-2fd0-481f-84d6-caefbcd8e4f2","name":"Zoom: Get participants data","type":"n8n-nodes-base.httpRequest","position":[1760,460],"parameters":{"url":"=https://api.zoom.us/v2/past_meetings/{{ $('Filter: Last 24 hours').item.json.id }}/participants","options":{},"authentication":"predefinedCredentialType","nodeCredentialType":"zoomOAuth2Api"},"credentials":{"zoomOAuth2Api":{"id":"MmccxSST1g202tG2","name":"Zoom account"}},"typeVersion":4.2},{"id":"03feecc5-e60d-45cb-bf29-6645afb86b4c","name":"Create meeting summary","type":"@n8n/n8n-nodes-langchain.openAi","position":[1920,460],"parameters":{"modelId":{"__rl":true,"mode":"list","value":"gpt-4o","cachedResultName":"GPT-4O"},"options":{},"messages":{"values":[{"content":"=Create a formal meeting minutes document from the following transcript and meeting details.nnMeeting Date: {{ $('Zoom: Get data of last meeting').item.json.start_time }} // This needs to be formatted from the meeting detailsnParticipants: {{ $json.participants.map(p => p.name + ' (' + p.user_email + ')').join(', ') }}nnTranscript:n{{ $('Format transcript text').item.json.transcript }}nnPlease create the minutes in the following format:nnMeeting on [Date]nnParticipants:n[List of participants with email addresses]nnSummary of the Meeting:n[Brief and concise summary of the topics discussed]nnTasks:n- [Task] (Responsible: [Name])n- ...nnImportant Dates:n- [Date] ([Context])n- ...n"}]}},"credentials":{"openAiApi":{"id":"EjchNb5GBqYh0Cqn","name":"OpenAi account"}},"typeVersion":1.8},{"id":"5edc73f7-aa1b-47ae-97f7-c6f897e914a6","name":"Sort for mail delivery","type":"n8n-nodes-base.set","position":[2240,460],"parameters":{"options":{},"assignments":{"assignments":[{"id":"cc51b7e4-d5c2-4cd4-9488-4d181eaaa02e","name":"subject","type":"string","value":"=Meeting summary: {{ $('Zoom: Get data of last meeting').item.json.topic }} on {{ $('Zoom: Get data of last meeting').item.json.start_time }}"},{"id":"f3940ea2-9084-4c25-828e-5ddaa428ec83","name":"=to","type":"string","value":"={{ $('Zoom: Get participants data').item.json.participants[0].user_email }}"},{"id":"1211af5b-2240-44ce-9df7-63d93f57806e","name":"body","type":"string","value":"={{ $json.message.content }}"}]}},"typeVersion":3.4},{"id":"29ad24ba-016b-4e65-b8c8-908d8e2207c5","name":"Format to html","type":"n8n-nodes-base.code","position":[2400,460],"parameters":{"jsCode":"const items = [];nnfor (const item of $input.all()) {n const body = item.json.body;n if (!body) continue;nn // Simple split approachn const sections = body.split('\n\n');n const title = sections[0].replace(/\*\*/g, '');n const participants = sections[1].split('\n').slice(1).join('\n');n const summary = sections[2].split('\n').slice(1).join('\n');n const tasks = sections[3].split('\n').slice(1).join('\n');n const dates = sections[4].split('\n').slice(1).join('\n');nn const html = `nn

${title}

n

Participants:

n
    n${participants.split('\n').map(p => `
  • ${p.replace('- ', '')}
    • `).join('\n')}n
n

Meeting Summary:

n

${summary}

n

Tasks:

n
    n${tasks.split('\n').map(t => `
  • ${t.replace('- ', '')}
    • `).join('\n')}n
n

Important Dates:

n
    n${dates.split('\n').map(d => `
  • ${d.replace('- ', '')}
    • `).join('\n')}n
nn`;nn items.push({n json: {n html,n to: item.json.to,n subject: item.json.subjectn }n });n}nnreturn items;"},"typeVersion":2},{"id":"60c9d778-d97a-4e17-858c-804f523590e5","name":"Send meeting summary","type":"n8n-nodes-base.emailSend","position":[2560,460],"parameters":{"html":"={{ $json.html }}","options":{},"subject":"={{ $json.subject }}","toEmail":"={{ $json.to }}","fromEmail":"friedemann.schuetz@posteo.de"},"credentials":{"smtp":{"id":"OFGEnOq5l8U8Lb3U","name":"SMTP account"}},"typeVersion":2.1},{"id":"39d8bb49-d9e9-46e3-89b3-fcbf9345bad8","name":"Create tasks","type":"@n8n/n8n-nodes-langchain.toolWorkflow","position":[2340,1040],"parameters":{"name":"create_task","schemaType":"manual","workflowId":{"__rl":true,"mode":"list","value":"zSKQLEObdU9RiThI","cachedResultName":"create_task"},"description":"=Use this tool to create a task. nFor task creation use only action items for me Friedemann, don't use action items for other participants.","inputSchema":"{n "type": "object",n "properties": {n "items": {n "type": "array",n "description": "An array of tasks",n "items": {n "type": "object",n "properties": {n "name": {n "type": "string",n "description": "The name of the task"n },n "description": {n "type": "string",n "description": "A detailed description of the task"n },n "due_date": {n "type": "string",n "description": "Due Date"n },n "priority": {n "type": "string",n "description": "Priority. . Please capitalize first letter"n },n "project_name": {n "type": "string",n "description": "Name of the project. Word 'Project' shouldn't be included"n }n },n "required": [n "name",n "description",n "due_date",n "priority"n ],n "additionalProperties": falsen }n }n },n "required": [n "items"n ],n "additionalProperties": falsen}","specifyInputSchema":true},"typeVersion":1.3},{"id":"9fa8eb9e-d4fc-4a2a-9843-2f51055944e9","name":"Create tasks and follow-up call","type":"@n8n/n8n-nodes-langchain.agent","position":[2240,720],"parameters":{"text":"=nnTODAY IS: {{ $now }}nnYOU ARE A MEETING ASSISTANT FOR AUTOMATION IN N8N. YOUR TASK IS TO EFFICIENTLY AND PRECISELY PROCESS INFORMATION FROM ZOOM MEETINGS TO GENERATE TO-DOS AND SCHEDULE FOLLOW-UP MEETINGS. YOU HAVE ACCESS TO THE FOLLOWING DATA:nn### INPUTS ###n- **MEETING TITLE**: {{ $('Zoom: Get data of last meeting').item.json.topic }}n- **PARTICIPANTS**: {{ $('Zoom: Get participants data').item.json.participants[0].name }}n- **TRANSCRIPT**: {{ $('Format transcript text').item.json.transcript }}nn### YOUR TASKS ###n1. **CREATE TO-DOS**:n - IDENTIFY TASKS AND TO-DOS IN THE TRANSCRIPT.n - FORMULATE CLEAR, CONCRETE TASKS.n - PASS THESE TASKS TO THE TOOL "Create tasks" TO SAVE THEM IN CLICKUP. n - DATA STRUCTURE:n - **TASK DESCRIPTION**: Brief description of the task.n - **ASSIGNED PERSON**: First name from the participant list.n - **DUE DATE**: Use any date mentioned in the transcript; otherwise, set to "Not specified."nn2. **CREATE MEETING**:n - ANALYZE THE TRANSCRIPT TO IDENTIFY INFORMATION ABOUT THE NEXT MEETING (DATE, TIME, AND TOPIC).n - PASS THIS INFORMATION TO THE TOOL "Create follow-up call."n - DATA STRUCTURE:n - **MEETING TITLE**: "Follow-up: [Meeting Title]"n - **DATE AND TIME**: Determined from the transcript or set to "Next Tuesday at 10:00 AM" if no information is provided.n - **PARTICIPANTS**: Add all participants from the list.nn### CHAIN OF THOUGHTS ###n1. **UNDERSTAND**: Read and analyze the provided inputs (title, participants, transcript).n2. **IDENTIFY**: Extract relevant information for the to-dos and the next meeting.n3. **DIVIDE**: Split the task into two separate processes: creating to-dos and creating the meeting.n4. **STRUCTURE**: Format the results in the required structure for the respective tools.n5. **TRANSMIT**: Pass the data to the designated tools in n8n.n6. **VERIFY**: Ensure the data is correct and complete.nn### WHAT YOU SHOULD NOT DO ###n- **NEVER**: Create unclear or vague to-dos.n- **NEVER**: Ignore missing data – use default values where uncertain.n- **NEVER**: Overlook information from the inputs or make incorrect connections.n- **NEVER**: Transmit tasks or meetings without proper formatting.nn### OUTPUT EXAMPLES ###n1. **TO-DO**:n - **TASK DESCRIPTION**: "Prepare presentation for the next meeting."n - **ASSIGNED PERSON**: "John Doe."n - **DUE DATE**: "2025-01-25."nn2. **MEETING**:n - **MEETING TITLE**: "Follow-up: Project Discussion."n - **DATE AND TIME**: "2025-01-28 at 10:00 AM."n - **PARTICIPANTS**: "John Doe, Jane Example."nn### NOTES ###n- EXECUTE YOUR TASKS WITH THE HIGHEST PRECISION AND CONTEXT SENSITIVITY.n- RELY ON THE PROVIDED DATA AND DEFAULT VALUES WHERE NECESSARY.nn","agent":"openAiFunctionsAgent","options":{},"promptType":"define"},"typeVersion":1.7},{"id":"05515784-c99d-4197-9d88-62350bacfb7b","name":"Create follow-up call","type":"n8n-nodes-base.microsoftOutlookTool","position":[2500,1040],"parameters":{"subject":"={{ $fromAI("meeting_name","Meeting name","string") }}","resource":"event","operation":"create","calendarId":{"__rl":true,"mode":"list","value":"AQMkADAwATNiZmYAZC1jYjE5LWExMzQtMDACLTAwCgBGAAAD1gD8iHcpKEiYQc0w4fCLUgcA-79r8r8ac0aInYGVxRUqCwAAAgEGAAAA-79r8r8ac0aInYGVxRUqCwAAAkH-AAAA","cachedResultName":"Calendar"},"endDateTime":"={{ $fromAI("end_date_time","Date and time of meeting end","string") }}","startDateTime":"={{ $fromAI("start_date_time","Date and time of meeting start","string") }}","descriptionType":"manual","toolDescription":"=Use tool to create Outlook Calendar Event. Use this tool only when transcript contains information that call should be scheduled.","additionalFields":{"timeZone":"Europe/Berlin"}},"credentials":{"microsoftOutlookOAuth2Api":{"id":"DNMkqql32uwVETij","name":"Microsoft Outlook account"}},"typeVersion":2},{"id":"2f00c2c6-2389-429c-8c9a-f8f1fbfb6524","name":"Filter: Last 24 hours","type":"n8n-nodes-base.filter","position":[500,460],"parameters":{"options":{},"conditions":{"options":{"version":2,"leftValue":"","caseSensitive":true,"typeValidation":"strict"},"combinator":"and","conditions":[{"id":"de097a4f-1f3e-4dc0-9ab6-139311ff4676","operator":{"type":"dateTime","operation":"afterOrEquals"},"leftValue":"={{ $json.start_time }}","rightValue":"={{$now.minus({ hours: 24 }).toISO()}}"}]}},"typeVersion":2.2},{"id":"fd353a51-eac3-4d04-ae06-dd8e90b82990","name":"Execute Workflow Trigger","type":"n8n-nodes-base.executeWorkflowTrigger","disabled":true,"position":[1280,980],"parameters":{},"typeVersion":1},{"id":"40480f97-699b-4a49-867a-54950702af79","name":"Split Out","type":"n8n-nodes-base.splitOut","position":[1500,980],"parameters":{"options":{},"fieldToSplitOut":"query.items"},"typeVersion":1},{"id":"22e6165f-d7c2-4b23-be63-00c76505cdd3","name":"ClickUp","type":"n8n-nodes-base.clickUp","position":[1720,980],"parameters":{"list":"901207046581","name":"={{ $json.name }}","team":"9012366821","space":"90122025710","folder":"90123813376","authentication":"oAuth2","additionalFields":{"content":"={{ $json.description }}","dueDate":"={{ $json.due_date }}"}},"credentials":{"clickUpOAuth2Api":{"id":"KYxmoCCdfSkwWlXE","name":"ClickUp account"}},"typeVersion":1},{"id":"742a411e-05cb-4aa0-a541-7b67e613e2bb","name":"Sticky Note","type":"n8n-nodes-base.stickyNote","position":[1060,900],"parameters":{"width":1000,"height":280,"content":"## Sub workflow: Create Task in ClickUp"},"typeVersion":1},{"id":"ebc5f1df-b417-4977-9700-b71b49a15cbb","name":"Sticky Note1","type":"n8n-nodes-base.stickyNote","position":[140,660],"parameters":{"width":660,"height":520,"content":"## Welcome to my Zoom AI Meeting Assistant Workflow!nn### This workflow has the following sequence:nn1. manual trigger (Can be replaced by a scheduled trigger or a webhook)n2. retrieval of of Zoom meeting datan3. filter the events of the last 24 hoursn4. retrieval of transcripts and extract of the textn5. creating a meeting summary, format to html and send per mailn6. 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 workflownn### The following accesses are required for the workflow:n- Zoom Workspace (via API and HTTP Request): [Documentation](https://docs.n8n.io/integrations/builtin/credentials/zoom/)n- Microsoft Outlook: [Documentation](https://docs.n8n.io/integrations/builtin/credentials/microsoft/)n- ClickUp: [Documentation](https://docs.n8n.io/integrations/builtin/credentials/clickup/)n- AI API access (e.g. via OpenAI, Anthropic, Google or Ollama)n- SMTP access data (for sending the mail)nnYou can contact me via LinkedIn, if you have any questions: https://www.linkedin.com/in/friedemann-schuetz"},"typeVersion":1},{"id":"d9109d09-eb1f-4685-a78b-d17e3dd22438","name":"Zoom: Get transcripts data","type":"n8n-nodes-base.httpRequest","onError":"continueErrorOutput","position":[680,460],"parameters":{"url":"=https://api.zoom.us/v2/meetings/{{ $json.id }}/recordings","options":{},"authentication":"predefinedCredentialType","nodeCredentialType":"zoomOAuth2Api"},"credentials":{"zoomOAuth2Api":{"id":"MmccxSST1g202tG2","name":"Zoom account"}},"typeVersion":4.2}],"active":false,"pinData":{"Execute Workflow Trigger":[{"json":{"query":{"items":[{"name":"Partner abtelefonieren","due_date":"2025-01-06","priority":"High","description":"Am 6. Januar alle Partner anrufen, um zu klären, ob Interesse an einer weiteren Kooperation besteht und wie diese dargestellt werden kann.","project_name":"Partnerkooperationen"}]}}}]},"settings":{},"versionId":"7dd6e3c4-87d1-4d88-ab7c-10e041e64674","connections":{"Split Out":{"main":[[{"node":"ClickUp","type":"main","index":0}]]},"Create tasks":{"ai_tool":[[{"node":"Create tasks and follow-up call","type":"ai_tool","index":0}]]},"Format to html":{"main":[[{"node":"Send meeting summary","type":"main","index":0}]]},"OpenAI Chat Model":{"ai_languageModel":[[{"node":"Create tasks and follow-up call","type":"ai_languageModel","index":0}]]},"Filter: Only 1 item":{"main":[[{"node":"Filter: Only 1 item","type":"main","index":0}],[{"node":"Zoom: Get transcript file","type":"main","index":0}]]},"Send meeting summary":{"main":[[]]},"Create follow-up call":{"ai_tool":[[{"node":"Create tasks and follow-up call","type":"ai_tool","index":0}]]},"Filter transcript URL":{"main":[[{"node":"Filter: Only 1 item","type":"main","index":0}]]},"Filter: Last 24 hours":{"main":[[{"node":"Zoom: Get transcripts data","type":"main","index":0}]]},"Create meeting summary":{"main":[[{"node":"Sort for mail delivery","type":"main","index":0},{"node":"Create tasks and follow-up call","type":"main","index":0}]]},"Format transcript text":{"main":[[{"node":"Zoom: Get participants data","type":"main","index":0}]]},"Sort for mail delivery":{"main":[[{"node":"Format to html","type":"main","index":0}]]},"Execute Workflow Trigger":{"main":[[{"node":"Split Out","type":"main","index":0}]]},"Zoom: Get transcript file":{"main":[[{"node":"Extract text from transcript file","type":"main","index":0}]]},"Zoom: Get transcripts data":{"main":[[{"node":"Filter transcript URL","type":"main","index":0}],[{"node":"No Recording/Transcript available","type":"main","index":0}]]},"Zoom: Get participants data":{"main":[[{"node":"Create meeting summary","type":"main","index":0}]]},"Zoom: Get data of last meeting":{"main":[[{"node":"Filter: Last 24 hours","type":"main","index":0}]]},"Create tasks and follow-up call":{"main":[[]]},"Extract text from transcript file":{"main":[[{"node":"Format transcript text","type":"main","index":0}]]},"When clicking ‘Test workflow’":{"main":[[{"node":"Zoom: Get data of last meeting","type":"main","index":0}]]}}}
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