SUMMARIZATION
Uploaded recording to ClickUp tasks plus email recap
Watches a Google Drive folder for new meeting recordings, transcribes and summarizes each, emails attendees a recap, and creates ClickUp tasks for every action item.
How it runs
The automated pipeline, trigger to output.
- TriggerNew recording in Google Drive folderGoogle Drive
- ActionTranscribe audio with OpenAIOpenAI
- ActionSummarize and extract action itemsOpenAI
- ActionEmail recap to attendeesGmail
- OutputCreate ClickUp task per action itemClickUp
What it does
Gives teams that record on local or third-party tools a way in: drop a recording into a shared Google Drive folder and it gets transcribed, summarized, emailed to attendees, and turned into ClickUp tasks for each follow-up.
When to use it
Use it when meetings aren't on a connected platform like Zoom or Teams, or when you want a manual, file-based path. Operators who collect ad-hoc recordings in Drive and want consistent recaps and tracked tasks.
How it works
- 1A Google Drive trigger fires when a new audio or video file lands in the watched folder.
- 2The file is sent to OpenAI for transcription.
- 3OpenAI then summarizes the transcript and extracts action items with owners and due dates.
- 4A recap email is composed and sent via Gmail to the meeting attendees.
- 5Each action item is created as a ClickUp task in the chosen list, assigned to its owner with the due date set.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Connect ClickUpDocs + tasks + chats in one workspace.
- 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.

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