Distribute summarized meeting notes with Microsoft Teams and ClickUp

This workflow processes raw meeting recordings or handwritten notes, automatically transcribes and summarizes them, and then distributes the concise summary to all meeting participants via Microsoft Teams while also creating an action-item task in ClickUp. The goal is to save time, keep everyone aligned, and ensure follow-up tasks are tracked in your project management workspace.

Pre-conditions/Requirements

Prerequisites - n8n instance (self-hosted or n8n.cloud) - ScrapeGraphAI community node installed - Microsoft Teams tenant with permissions to create Incoming Webhooks or use Bot Framework - ClickUp workspace and a target List to hold meeting action items - Optional: OpenAI or any LLM API account for high-quality summarization

Required Credentials - Microsoft Teams Webhook URL – to post summary messages - ClickUp Personal Access Token – to create tasks - OpenAI API Key (optional but recommended) – for AI-powered summarization - ScrapeGraphAI API Key – placeholder key to satisfy the template requirement

Specific Setup Requirements | Item | Description | Example | |------|-------------|---------| | Teams Channel Webhook | Create an Incoming Webhook in the desired Teams channel and copy the URL | https://outlook.office.com/webhook/... | | ClickUp List ID | The numeric ID of the list where tasks will be created | 90123456 | | Summarization Model | The LLM model or API you prefer to use | gpt-3.5-turbo |

How it works

This workflow transcribes or parses meeting content, leverages an LLM to generate a concise summary and action items, then distributes the results to participants in Microsoft Teams and creates a follow-up task in ClickUp. Everything runs in a single automated flow triggered manually or on a schedule.

Key Steps: - Manual Trigger: Start the workflow after a meeting ends. - Sticky Note: Provides on-canvas documentation for quick reference. - Set Node – Upload Metadata: Define meeting title, date, and participants. - HTTP Request – Transcription: Send audio/video file to a transcription service (e.g., Azure Speech-to-Text). - Wait: Pause until the transcription is complete. - Code – Summarize: Use OpenAI to summarize the transcript and extract action items. - IF Node – Validate Output: Ensure the summary exists; handle errors otherwise. - Merge: Combine summary with participant list. - Microsoft Teams Node: Send the summary to each participant or channel via webhook. - ClickUp Node: Create a task containing the summary and action items.