How the Workflow Operates

How the Workflow Operates

Seamless Automation from Meeting to Action

Technical Workflow Overview

  1. Data Collection: The workflow retrieves Zoom meeting data from the past 24 hours via API
  2. Content Processing: Meeting transcripts are extracted and processed
  3. AI Analysis: Advanced AI analyzes the transcript to identify key points, decisions, and action items
  4. Summary Creation: AI generates a comprehensive, formatted HTML summary
  5. Automated Distribution: Summary is immediately emailed to all participants
  6. Task Generation: AI creates specific, actionable tasks in ClickUp with proper assignments
  7. Follow-up Scheduling: If follow-up calls were discussed, they're automatically scheduled in your calendar

The entire process runs automatically after meetings, requiring zero manual intervention while maintaining complete accuracy and thoroughness.