Use Cases
- Automatically classify action items from Zoom meetings.
- Send categorized tasks directly to your CRM.
- Enhance productivity by reducing manual data entry.
- Ensure no important tasks are missed post-meeting.
How It Works
Trigger the workflow with a webhook from Zoom. Fetch meeting data from Zoom using an HTTP request. Classify action items using AI technology. Send the classified action items to your CRM.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the webhook URL in Zoom for incoming triggers.
- 3Set up the HTTP request parameters for fetching Zoom data.
- 4Adjust the AI classification prompt as needed.
- 5Specify the CRM endpoint for sending action items.
Apps Used
Zoom
OpenAI
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications