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Copy pathZoom AI Meeting Assistant creates mail summary, ClickUp tasks and follow-up call.json
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Copy pathZoom AI Meeting Assistant creates mail summary, ClickUp tasks and follow-up call.json
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765 lines (765 loc) · 20.1 KB
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{
"id": "jhNsy4dPQYw9QDaa",
"meta": {
"instanceId": "1acdaec6c8e84424b4715cf41a9f7ec057947452db21cd2e22afbc454c8711cd",
"templateId": "2683",
"templateCredsSetupCompleted": true
},
"name": "Zoom AI Meeting Assistant",
"tags": [],
"nodes": [
{
"id": "9b4b21aa-c746-4b94-a4dd-12736a7d4098",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
2160,
1040
],
"parameters": {
"model": "gpt-4o",
"options": {}
},
"credentials": {
"openAiApi": {
"id": "EjchNb5GBqYh0Cqn",
"name": "OpenAi account"
}
},
"typeVersion": 1
},
{
"id": "536e360c-d668-4f58-8670-4e78ef579dbe",
"name": "When clicking ‘Test workflow’",
"type": "n8n-nodes-base.manualTrigger",
"position": [
160,
460
],
"parameters": {},
"typeVersion": 1
},
{
"id": "eb2b6b98-ca3c-46a9-9d5f-9b5297441224",
"name": "No Recording/Transcript available",
"type": "n8n-nodes-base.stopAndError",
"position": [
880,
660
],
"parameters": {
"errorMessage": "={{ $json.error.cause.message }}"
},
"typeVersion": 1
},
{
"id": "33ee5d8b-a373-44a8-9777-9386cf8cf008",
"name": "Zoom: Get data of last meeting",
"type": "n8n-nodes-base.zoom",
"position": [
340,
460
],
"parameters": {
"filters": {
"type": "scheduled"
},
"operation": "getAll",
"returnAll": true,
"authentication": "oAuth2"
},
"credentials": {
"zoomOAuth2Api": {
"id": "MmccxSST1g202tG2",
"name": "Zoom account"
}
},
"typeVersion": 1
},
{
"id": "d67d1fcb-78d1-47e5-bc0e-5735f0f48350",
"name": "Filter transcript URL",
"type": "n8n-nodes-base.set",
"onError": "continueRegularOutput",
"position": [
880,
460
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "ef149af8-7f9d-4e5a-8ccf-4a5f1e09eecc",
"name": "transcript_file",
"type": "string",
"value": "={{ $json.recording_files.find(f => f.file_type === 'TRANSCRIPT').download_url }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "41665b4e-4d3e-4da9-9b0d-c6f9f0b2cde4",
"name": "Filter: Only 1 item",
"type": "n8n-nodes-base.splitInBatches",
"position": [
1060,
460
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "ea12b33a-ae01-403d-9f14-466dc8880874",
"name": "Zoom: Get transcript file",
"type": "n8n-nodes-base.httpRequest",
"position": [
1240,
460
],
"parameters": {
"url": "={{ $json.transcript_file }}",
"options": {},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "zoomOAuth2Api"
},
"credentials": {
"zoomOAuth2Api": {
"id": "MmccxSST1g202tG2",
"name": "Zoom account"
}
},
"typeVersion": 4.2
},
{
"id": "fb1c32c3-5161-499d-8cd6-7624fb78ed3e",
"name": "Extract text from transcript file",
"type": "n8n-nodes-base.extractFromFile",
"position": [
1420,
460
],
"parameters": {
"options": {},
"operation": "text"
},
"typeVersion": 1
},
{
"id": "87986fd3-37f0-48cd-942a-73fd3b5bd70f",
"name": "Format transcript text",
"type": "n8n-nodes-base.set",
"position": [
1600,
460
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "70019192-02ef-4b0a-a747-3ca5f46aeeaa",
"name": "transcript",
"type": "string",
"value": "={{ $json.data.split('\\r\\n\\r\\n').slice(1).map(block => {\n const lines = block.split('\\r\\n');\n return lines.slice(2).join(' ');\n}).join('\\n') }}"
}
]
}
},
"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.\n\nMeeting Date: {{ $('Zoom: Get data of last meeting').item.json.start_time }} // This needs to be formatted from the meeting details\nParticipants: {{ $json.participants.map(p => p.name + ' (' + p.user_email + ')').join(', ') }}\n\nTranscript:\n{{ $('Format transcript text').item.json.transcript }}\n\nPlease create the minutes in the following format:\n\nMeeting on [Date]\n\nParticipants:\n[List of participants with email addresses]\n\nSummary of the Meeting:\n[Brief and concise summary of the topics discussed]\n\nTasks:\n- [Task] (Responsible: [Name])\n- ...\n\nImportant 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 = [];\n\nfor (const item of $input.all()) {\n const body = item.json.body;\n if (!body) continue;\n\n // Simple split approach\n const sections = body.split('\\n\\n');\n const title = sections[0].replace(/\\*\\*/g, '');\n const participants = sections[1].split('\\n').slice(1).join('\\n');\n const summary = sections[2].split('\\n').slice(1).join('\\n');\n const tasks = sections[3].split('\\n').slice(1).join('\\n');\n const dates = sections[4].split('\\n').slice(1).join('\\n');\n\n const html = `<html>\n<body style=\"font-family: Arial, sans-serif; max-width: 800px; margin: 20px;\">\n<h1 style=\"color: #2c3e50; border-bottom: 2px solid #3498db; padding-bottom: 10px;\">${title}</h1>\n<h2 style=\"color: #2c3e50; margin-top: 20px;\">Participants:</h2>\n<ul style=\"list-style-type: none; padding-left: 20px;\">\n${participants.split('\\n').map(p => `<li>${p.replace('- ', '')}</li>`).join('\\n')}\n</ul>\n<h2 style=\"color: #2c3e50; margin-top: 20px;\">Meeting Summary:</h2>\n<p style=\"margin-left: 20px;\">${summary}</p>\n<h2 style=\"color: #2c3e50; margin-top: 20px;\">Tasks:</h2>\n<ul style=\"margin-left: 20px;\">\n${tasks.split('\\n').map(t => `<li>${t.replace('- ', '')}</li>`).join('\\n')}\n</ul>\n<h2 style=\"color: #2c3e50; margin-top: 20px;\">Important Dates:</h2>\n<ul style=\"margin-left: 20px;\">\n${dates.split('\\n').map(d => `<li>${d.replace('- ', '')}</li>`).join('\\n')}\n</ul>\n</body>\n</html>`;\n\n items.push({\n json: {\n html,\n to: item.json.to,\n subject: item.json.subject\n }\n });\n}\n\nreturn 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\": false\n }\n }\n },\n \"required\": [\n \"items\"\n ],\n \"additionalProperties\": false\n}",
"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": "=<system_prompt>\n\nTODAY IS: {{ $now }}\n\nYOU 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:\n\n### 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 }}\n\n### 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.\"\n\n2. **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.\n\n### 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.\n\n### 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.\n\n### 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.\"\n\n2. **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.\"\n\n### NOTES ###\n- EXECUTE YOUR TASKS WITH THE HIGHEST PRECISION AND CONTEXT SENSITIVITY.\n- RELY ON THE PROVIDED DATA AND DEFAULT VALUES WHERE NECESSARY.\n</system_prompt>\n",
"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": [
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980
],
"parameters": {},
"typeVersion": 1
},
{
"id": "40480f97-699b-4a49-867a-54950702af79",
"name": "Split Out",
"type": "n8n-nodes-base.splitOut",
"position": [
1500,
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],
"parameters": {
"options": {},
"fieldToSplitOut": "query.items"
},
"typeVersion": 1
},
{
"id": "22e6165f-d7c2-4b23-be63-00c76505cdd3",
"name": "ClickUp",
"type": "n8n-nodes-base.clickUp",
"position": [
1720,
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],
"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
},
{
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"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
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"parameters": {
"width": 1000,
"height": 280,
"content": "## Sub workflow: Create Task in ClickUp"
},
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},
{
"id": "ebc5f1df-b417-4977-9700-b71b49a15cbb",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 660,
"height": 520,
"content": "## Welcome to my Zoom AI Meeting Assistant Workflow!\n\n### This workflow has the following sequence:\n\n1. manual trigger (Can be replaced by a scheduled trigger or a webhook)\n2. retrieval of of Zoom meeting data\n3. filter the events of the last 24 hours\n4. retrieval of transcripts and extract of the text\n5. creating a meeting summary, format to html and send per mail\n6. 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 workflow\n\n### 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)\n\nYou 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,
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],
"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": {
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{
"node": "ClickUp",
"type": "main",
"index": 0
}
]
]
},
"Create tasks": {
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"type": "ai_tool",
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},
"Format to html": {
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"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
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{
"node": "Create tasks and follow-up call",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Filter: Only 1 item": {
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"type": "main",
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}
],
[
{
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"type": "main",
"index": 0
}
]
]
},
"Send meeting summary": {
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},
"Create follow-up call": {
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"type": "ai_tool",
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}
]
]
},
"Filter transcript URL": {
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{
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"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": {
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[
{
"node": "Zoom: Get participants data",
"type": "main",
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}
]
]
},
"Sort for mail delivery": {
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{
"node": "Format to html",
"type": "main",
"index": 0
}
]
]
},
"Execute Workflow Trigger": {
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"type": "main",
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}
]
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},
"Zoom: Get transcript file": {
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[
{
"node": "Extract text from transcript file",
"type": "main",
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}
]
]
},
"Zoom: Get transcripts data": {
"main": [
[
{
"node": "Filter transcript URL",
"type": "main",
"index": 0
}
],
[
{
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"type": "main",
"index": 0
}
]
]
},
"Zoom: Get participants data": {
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{
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"type": "main",
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},
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"type": "main",
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},
"Create tasks and follow-up call": {
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"Extract text from transcript file": {
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},
"When clicking ‘Test workflow’": {
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"type": "main",
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]
}
}
}