🤝 Extract meeting tasks from Google Docs to GoHighLevel CRM with GPT-4

⚡ 37 views · 🤝 CRM & Sales Operations

Description

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:

1. 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

2. 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)

3. CRM Integration

   • Searches for meeting participants in GoHighLevel
   • Creates properly formatted tasks with full context
   • Links tasks to the correct contact record

4. 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:

1. 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

2. Configure Credentials:

   • Connect Google Drive OAuth
   • Connect Google Docs OAuth
   • Connect GoHighLevel OAuth
   • Connect Gmail OAuth
   • Add OpenAI API key

3. Update Folder URLs:

   • Replace placeholder URLs in Google Drive nodes with your folder URLs

4. 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

🔗 Nodes Used

Google Drive, Google Docs, Schedule Trigger, Filter, AI Agent, OpenAI Chat Model

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup