Ready to Transform Your Meeting Management?

Implementing the Zoom AI Meeting Assistant workflow is straightforward with the right guidance. To get started, you'll need:

• Zoom Workspace Pro with Cloud Recording/Transcripts enabled
• ClickUp workspace for task management
• Calendar system access (Outlook or alternative)
• AI API access (OpenAI, Anthropic, Google or Ollama)
• SMTP settings for email delivery

Implementation Steps:

1. Set up your integration connections to Zoom, ClickUp, and email services
2. Configure the workflow with your specific settings and preferences
3. Implement sub-workflows for specific components (summary creation, task generation)
4. Test the system with a sample meeting
5. Roll out to your team with minimal training required

The result? A seamless, automated system that transforms meeting follow-up from an administrative burden into a strategic advantage.

Contact us today to discuss how we can help you implement this workflow in your organization and start reclaiming valuable time while improving meeting outcomes.