Templates / Zoom AI meeting assistant creates mail summary, ClickUp tasks and follow-up call

Zoom AI meeting assistant creates mail summary, ClickUp tasks and follow-up call

Needs changes

by Friedemann Schuetz ✓ · 16,561 views · created 2025-01-25 · Project Management, AI Summarization

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 23 nodes and runs manually, when you click “Execute workflow” (plus 1 other trigger). Along the way it connects Zoom, Microsoft Outlook, ClickUp and Anthropic Chat Model.

How it runs

Trigger: Manually, when you click “Execute workflow” (plus 1 other trigger).

  1. Zoom: get many
  2. Split Out: splits a list into separate items
  3. Filter: keeps only the items that match a condition
  4. ClickUp: uses ClickUp
  5. Zoom: Get transcripts data (HTTP Request): calls an HTTP API
  6. Filter transcript URL (Edit Fields (Set)): sets 1 field: transcript_file
  7. No Recording/Transcript available (Stop and Error): stops the run with an error
  8. Filter: Only 1 item (Loop Over Items (Split in Batches)): loops over the items in batches
  9. Zoom: Get transcript file (HTTP Request): calls an HTTP API
  10. Extract text from transcript file (Extract from File): extracts data from a file (text)

…plus 7 more steps. See the full node list below.

Services it uses

ZoomMicrosoft OutlookClickUpAnthropic Chat Model

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • AI Agent v1 (old agent modes) in Create tasks and follow-up call (v1.7), Create meeting summary (v1.9): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Removed in 3.0Replace with
AI Agent v1 (old agent modes)
Create tasks and follow-up call (v1.7), Create meeting summary (v1.9)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (18)

From the author

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…

Excerpt from Friedemann Schuetz's description on n8n.io.

View the original on n8n.io → Check your own copy

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