OTHER

Zoom call recording to itemized feature cards

When a Zoom recording finishes, transcribes it, extracts each distinct feature ask raised on the call.

CategoryOther
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerZoom cloud recording completedZoomZoom
  • ActionTranscribe call recording with ElevenLabsElevenLabsElevenLabs
  • ActionExtract distinct feature asks with OpenAIOpenAI
  • LogicFilter chatter and merge duplicate asks
  • OutputCreate one ClickUp task per requestClickUpClickUp

What it does

Mines customer calls for every feature ask. After a Zoom meeting recording is ready, the workflow transcribes the full conversation, splits out each separate request mentioned, and creates an individual ClickUp task for each one so a single call yields several trackable items instead of one vague note.

When to use it

Use it for sales and customer-success calls where customers casually list several wants in one conversation. It captures all of them automatically and attributes each to the call.

How it works

  1. 1A completed Zoom cloud recording fires the trigger.
  2. 2ElevenLabs transcribes the recording audio to text.
  3. 3OpenAI segments the transcript into a list of distinct feature requests, each with a title, the customer's exact ask, and a suggested category.
  4. 4A logic step filters out off-topic chatter and merges near-identical asks within the same call.
  5. 5One structured ClickUp task is created per surviving request, each linking back to the Zoom recap and customer account.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ZoomMeetings, recordings, transcripts.
  2. 2
    Connect ElevenLabsText-to-speech, voice cloning.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect ClickUpDocs + tasks + chats in one workspace.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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