Classify action items from Zoom to Salesforce

• Automatically classify and track action items from Zoom meetings.
• Enhance project management by integrating Zoom with Salesforce.
• Reduce manual data entry by automating task documentation.
• Improve team collaboration by ensuring all action items are captured.

Trigger the workflow upon receiving data from Zoom. Fetch relevant meeting data from the Zoom API. Use AI to classify action items from the fetched data. Send the classified action items to Salesforce for tracking.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure the Zoom webhook settings.
3. 3
   Set up the OpenAI parameters for action item classification.
4. 4
   Connect Salesforce to receive the classified action items.