TICKET MANAGEMENT

Create Asana follow-up tasks from Zoom call action items linked to the Zendesk ticket

After a Zoom support call, extracts each commitment from the transcript and creates one Asana task per action item.

CategoryTicket Management
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerZoom recording completedZoomZoom
  • ActionFetch transcript and resolve Zendesk ticketZoomZoom
  • ActionExtract structured action itemsOpenAI
  • ActionCreate one Asana task per action itemAsanaAsana
  • OutputAdd Zendesk note linking the tasksZendeskZendesk

What it does

Converts the verbal promises in a recorded support call into tracked work. Instead of a single summary note, it splits the call into discrete action items and files each one as its own Asana task, so nothing said on the call quietly falls through.

When to use it

Use it when call commitments require real follow-up work owned by engineering, success, or ops rather than a one-line ticket reply. Good for escalations, custom configuration promises, and "we'll get back to you" moments that need an accountable owner and a due date.

How it works

  1. 1Zoom fires the recording-completed event.
  2. 2Pull the transcript and locate the related Zendesk ticket by customer email or meeting subject.
  3. 3OpenAI extracts a structured list of action items, each with a title, owner hint, and priority.
  4. 4For each extracted item, create an Asana task containing the description, recording link, and Zendesk ticket URL.
  5. 5Add an internal Zendesk note listing the created tasks so agents see the follow-up trail in one place.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ZoomMeetings, recordings, transcripts.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect ZendeskTickets, queues, knowledge base.
  4. 4
    Connect AsanaTasks, projects, milestones — everywhere.
  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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