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Operations Automation

Meeting Summary

Transcribe Zoom/Meet recordings and distribute action items to Asana and attendees.

Automation overview

What this automation does

This automation starts when zoom or Google Meet recording completed webhook. It webhooks sends, openai sends, x (twitter) sends, gmail sends, and asana sends, then zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extracts summary, decisions, and action items with owners inferred from transcript spea.

Trigger
Zoom or Google Meet recording completed webhook
Main actions
Webhooks sends → OpenAI sends …
Final outcome
Zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extract…
Execution time
1–3 minutes
Apps used
6 integrations
AI-powered
No
Difficulty
Beginner
Beginner
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
Zoom
Webhook received
Step 1
Webhooks
Sends
AI
OpenAI
Sends
Step 3
X (Twitter)
Sends
Step 4
Gmail
Sends
Step 5
Asana
Sends
Result
Asana
Workflow complete
Step-by-step

How each step runs

  1. 1
    ZoomTrigger
    Webhook received

    Zoom or Google Meet recording completed webhook

  2. 2
    Webhooks
    Sends

    Zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extracts summary, decisions, and action items with owners inferred from transcript spea

  3. 3
    OpenAI
    Sends

    Zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extracts summary, decisions, and action items with owners inferred from transcript spea

  4. 4
    X (Twitter)
    Sends

    Zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extracts summary, decisions, and action items with owners inferred from transcript spea

  5. 5
    Gmail
    Sends

    Zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extracts summary, decisions, and action items with owners inferred from transcript spea

  6. 6
    Asana
    Sends

    Zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extracts summary, decisions, and action items with owners inferred from transcript spea

  7. 7
    Asana
    Workflow complete

    Zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extracts summary, decisions, and action items with owners inferred from transcript spea

Apps used

Connected applications

Zoom

Sends

Webhooks

Sends

OpenAI

Sends

X (Twitter)

Sends

Gmail

Sends

Asana

Sends

Summary

Automation summary

Trigger
Zoom or Google Meet recording completed webhook
Inputs
Zoom or Google Meet recording completed webhook, Business Name, Notification Email, Timezone
Outputs
Zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extracts summary, decisions, and action items with owners inferred from transcript spea, Gmail sends, Asana sends
Business goal
Automate meeting summary end-to-end with accurate app routing.
Execution frequency
Real-time on event
Estimated runtime
1–3 minutes
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Zoom, Webhooks, OpenAI
Benefits

Why use this automation?

Save ~5 hours/week

Remove repetitive steps from Meeting Summary so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

  • Zoom
  • Webhooks
  • OpenAI

Required accounts

  • Active Zoom workspace with API access
  • Active Webhooks workspace with API access
  • Active OpenAI workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 1 hour including app authorization and test run
  • Difficulty: Beginner

Optional apps

  • X (Twitter) (optional)
  • Gmail (optional)
  • Asana (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~13 min

Required connections

  • Zoom(required)
    PreviewZoom: workflow actions run in preview
    Missing
  • webhooks(required)
    Previewwebhooks: workflow actions run in preview
    Missing
  • OpenAI(required)
    Missing
  • x(required)
    Previewx: workflow actions run in preview
    Missing
  • Missing connection: Zoom
  • Missing connection: webhooks
  • Missing connection: OpenAI
  • Missing connection: x
Manage all connections →View all installations →

Workflow summary

Trigger
Zoom or Google Meet recording completed webhook
Steps
7 nodes
Required apps
4
Optional apps
2

Trigger

Webhook trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeBeginnerPartial1 hour setup3.81.1k installs · 106 reviews
Customize for My Business
Analytics

Template performance

30.8k
Views
1.1k
Installs
315
Favorites
3.8
Avg rating
3.6%
Conversion
1 min
Setup time
92%
Success rate
111
Trending score
Most used integrations
ZoomWebhooksOpenAI

Zoom cloud recording completed webhook sends audio to AssemblyAI, GPT-4o extracts summary, decisions, and action items with owners inferred from transcript speaker labels, emails attendees Gmail recap within 30 minutes, creates Asana tasks for each action with due date parsed from discussion, and files transcript PDF to Drive meeting folder.

Some steps run in preview until their integrations go live.

Required apps
ZoomPreviewWebhooksPreviewOpenAILiveX (Twitter)Preview
Optional apps
GmailLiveAsanaPreview
All integrations
ZoomWebhooksOpenAIX (Twitter)GmailAsana
Workflow preview

How Meeting Summary runs

1
Trigger
Map speaker names
2
Process
Rule engine
3
Action
zoom
4
Notify
Alert & log
ZoomWebhooksOpenaiXGmailAsana
Setup steps

Get started in 5 steps

  1. 1
    Connect meeting platforms

    Zoom/Meet webhooks, AssemblyAI, OpenAI, Gmail, Asana, Drive.

  2. 2
    Map speaker names

    Calendar attendee list improves owner assignment on action items.

  3. 3
    Configure recap format

    Summary, decisions, actions, open questions sections in email.

  4. 4
    Create Asana tasks

    One task per action; assignee from @mention or speaker inference.

  5. 5
    Test internal meeting

    30-min recording → recap email and tasks within SLA.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification EmailemailYes
TimezoneselectYes
Gmail Search Querytextis:unreadNo
FAQ

Frequently asked questions

Client meetings?

External attendee flag strips sensitive internal discussion from recap.

No recording?

Manual upload to Drive `recordings` folder triggers same pipeline.

Arabic meetings?

AssemblyAI Arabic transcription supported.

Action confirmation?

Attendees reply to email corrections; optional human edit before Asana create.

Get started

Customize Meeting Summary for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.