OTHER
Zoom call recording to itemized feature cards
When a Zoom recording finishes, transcribes it, extracts each distinct feature ask raised on the call.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom cloud recording completedZoom
- ActionTranscribe call recording with ElevenLabsElevenLabs
- ActionExtract distinct feature asks with OpenAIOpenAI
- LogicFilter chatter and merge duplicate asks
- OutputCreate one ClickUp task per requestClickUp
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
- 1A completed Zoom cloud recording fires the trigger.
- 2ElevenLabs transcribes the recording audio to text.
- 3OpenAI segments the transcript into a list of distinct feature requests, each with a title, the customer's exact ask, and a suggested category.
- 4A logic step filters out off-topic chatter and merges near-identical asks within the same call.
- 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.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 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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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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