SUMMARIZATION
Zoom Action Items to Asana Tasks plus Outlook Recap
Extract action items from a finished Zoom meeting, create an Asana task per item with owner and due date, and send the host an Outlook recap listing every task created.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording.completed webhook firesZoom
- ActionExtract action items with owners and due datesOpenAI
- LogicFlag items missing a clear owner
- ActionCreate an Asana task per action itemAsana
- OutputEmail task recap to host via OutlookOutlook
What it does
Closes the loop between talking and doing. Instead of just summarizing, this flow extracts each action item from the meeting transcript, opens a corresponding task in Asana with an assignee and due date, then emails the host an Outlook recap confirming exactly what was created — so commitments made on the call become tracked work automatically.
When to use it
Use it for operational and project meetings where follow-through matters and the team runs work in Asana. Choose this over a notes-only brief when the real risk is action items getting lost after the call ends.
How it works
- 1A Zoom `recording.completed` webhook provides the transcript.
- 2OpenAI extracts a list of discrete action items, each with an owner name and a due date when stated.
- 3A loop iterates the list; items with no clear owner are flagged rather than dropped.
- 4For each item an Asana task is created with title, assignee, and due date.
- 5Outlook emails the host a recap that lists every task and links back to the Asana project.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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