Stop taking notes after calls. Turn Zoom meetings into a clear summary, action items in ClickUp, and a scheduled follow up in Microsoft Outlook. Great for sales calls, project updates, and client reviews.

The flow starts on a manual run or from another workflow. It pulls recent Zoom meetings, limits results to the last 24 hours, finds the transcript file, downloads it, and extracts the text. The text is cleaned and sent to an AI model to create a short summary and clear to dos. Participants are fetched to build the mail list. A formatted HTML email is created and sent through SMTP. Tasks are created in ClickUp and a follow up event can be scheduled in Outlook. If no transcript exists, it stops with a clear message.

Setup needs Zoom, ClickUp, Outlook, Anthropic, and SMTP access. Expect to cut post meeting work from 30 minutes to 5 minutes and reduce copy paste errors. Useful for account managers, consultants, and operations teams that want a repeatable follow up after every call. You can keep the time filter as is or change it to match your process.

• Run by hand or call it from another workflow using an execute trigger
• Pull recent Zoom meetings and filter to the last 24 hours
• Download the transcript file and extract clean text
• Create a concise meeting summary and action items with an AI model
• Fetch participant data to build the recipient list
• Format a readable HTML email and send it with SMTP
• Create ClickUp tasks through a sub workflow and pass items using Split Out
• Schedule a follow up call in Microsoft Outlook with event create
• Stop with a helpful error when no recording or transcript is found

• Reduce post meeting work from 30 minutes to 5 minutes
• Automate up to 90 percent of follow up steps
• Improve notes accuracy by using the full transcript
• Connect Zoom, ClickUp, Outlook, and email in one run
• Handle many meetings per day without extra effort

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Zoom, Microsoft Outlook, ClickUp, Anthropic and SMTP. See the Tools Required section above for links to create accounts with these services.
3. Open the Zoom nodes and connect your account: double click the Zoom nodes, in the Credential to connect with dropdown click Create new credential, choose OAuth2, then follow the on screen steps. Test the connection.
4. In both HTTP Request nodes that call Zoom, select the same Zoom credential so file downloads and participant lookups are authorized.
5. Add your Anthropic API key: open the Anthropic Chat Model node, create a new API Key credential, paste the key from your Anthropic account, and save.
6. Connect Microsoft Outlook: open the Microsoft Outlook tool node, create a new OAuth2 credential, sign in, and choose the calendar and time zone if required.
7. Link ClickUp: open the ClickUp node, create a new OAuth2 credential, pick your workspace and list, and confirm any required fields for task creation.
8. Configure email sending: open the Email Send node, set SMTP host, port, username, and password. Enter your From email and send a test to a safe address.
9. Review the Filter Last 24 hours node and keep or adjust the time window to match your follow up policy.
10. Check the Create tasks tool and Execute Workflow Trigger path. Ensure the referenced sub workflow exists and that input fields match your ClickUp list setup. Replace the workflow reference if you use a different task template.
11. Run a test with a recent Zoom meeting that has a transcript. Click Test workflow, then confirm you receive the summary email, see new tasks in ClickUp, and find the Outlook follow up event.
12. Troubleshoot common issues: if you see No Recording or Transcript available, enable Zoom cloud recording and audio transcript or pick a meeting that has a transcript. If emails do not send, verify SMTP settings. If tasks or events fail, reauthorize the ClickUp or Outlook credentials.