AI Meeting Task Manager - Google Meet to GoHighLevel CRM
AI Meeting Task Manager - Google Meet to GoHighLevel CRM 📋 TEMPLATE DESCRIPTION Transform your meeting follow-ups from chaos to clarity! This workflow automates the entire post-meeting workflow by scanning Google Meet recordings folders, extracting action items from AI-generated meeting notes, and creating tasks directly in your GoHighLevel CRM. 🎯 Who is this for? Sales teams using GoHighLevel CRM Agency owners managing multiple client meetings Anyone who uses Google Meet with Gemini note-taking Professionals drowning in meeting follow-ups ✨ What it does: Daily File Organization Scans your Google Meet recordings folder Automatically sorts recordings, notes, and chat logs into organized subfolders Keeps your Drive clean and searchable AI-Powered Task Extraction Reads Google Docs meeting notes (generated by Gemini) Identifies action items assigned to you Intelligently determines due dates from context (defaults to 3 business days) CRM Integration Searches for meeting participants in GoHighLevel Creates properly formatted tasks with full context Links tasks to the correct contact record Beautiful Email Summaries Sends a professionally designed HTML email Shows tasks created per contact Includes due dates and status updates 🔧 Technologies Used: Google Drive API (file management) Google Docs API (content extraction) GoHighLevel API (contact search + task creation) OpenAI GPT-4 (task extraction intelligence) Gmail API (email delivery) ⚙️ Setup Requirements: Google Cloud OAuth credentials (Drive, Docs, Gmail) GoHighLevel OAuth credentials OpenAI API key Create 4 Google Drive folders (source + 3 destination folders) 📖 Setup Instructions: Create Google Drive Folders: Source folder: Where Google Meet saves recordings Recordings folder: For video files Notes folder: For Gemini notes Chat folder: For meeting chat logs Configure Credentials: Connect Google Drive OAuth Connect Google Docs OAuth Connect GoHighLevel OAuth Connect Gmail OAuth Add OpenAI API key Update Folder URLs: Replace placeholder URLs in Google Drive nodes with your folder URLs Customize: Set your email address in the Gmail tool Set your GoHighLevel user ID for task assignment Adjust the schedule trigger timing as needed 💡 Pro Tips: Works best with Google Meet's Gemini note-taking feature Customize the AI prompts to match your task naming conventions The HTML email template is fully customizable. An n8n automation workflow template by Leo Lara.
Leo Lara
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