🔬 Extract client meeting insights from Google Sheets with Groq and Gmail
⚡ 21 views · 🔬 Document Extraction & Analysis
Description
Client Meeting Notes → AI Extraction using n8n, OpenAI & Google Sheets
This workflow automatically processes meeting notes stored in Google Sheets, extracts key insights like action items, follow-ups and risks using AI and stores the results in an output sheet. It also sends a summary email and marks records as processed to avoid duplication.
Quick Start Guide
- Login to your n8n account
- Connect Google Sheets (input + output)
- Add OpenAI or Groq credentials
- Ensure “Processed” column exists
- Configure email node
- Run workflow
What It Does
This workflow automates the entire lifecycle of meeting note processing. It fetches raw notes from Google Sheets, filters only unprocessed entries and prepares them for AI analysis.
Using an AI model, it extracts structured insights such as action items, follow-ups and risks. These insights are then formatted into readable text and stored in a separate output sheet.
Finally, the workflow updates the original record as processed and sends a summary email, ensuring efficient communication and eliminating manual effort.
Who It’s For
- Project Managers
- Business Analysts
- Operations Teams
- Startup Founders
- Anyone handling frequent meetings
Requirements
- n8n account
- Google Sheets account
- OpenAI or Groq API key
- Gmail account (for email notifications)
How It Works & Setup Guide
Step 1: Trigger
Manual trigger starts the workflow.
Step 2: Fetch Data
Google Sheets node retrieves meeting notes.
Step 3: Filter Records
IF node checks if “Processed” field is empty.
Step 4: Prepare Data
Set node formats notes into raw_notes.
Step 5: AI Extraction
AI Agent extracts:
- Action Items
- Follow-ups
- Risks
Step 6: Format Output
Code node converts JSON into readable text.
Step 7: Mark Processed
Updates original sheet with “Yes”.
Step 8: Store Results
Appends extracted data into output sheet.
Step 9: Send Email
Gmail node sends summary email.
Customize Nodes
- Modify AI prompt to extract more fields
- Change email format/content
- Add additional fields in output sheet
- Adjust filtering logic
Add-ons
- Slack/Teams notifications
- Auto-trigger using webhook
- Dashboard integration
- Priority tagging
Use Cases
- Client meeting tracking
- Internal team updates
- Sales call summaries
- Project review documentation
- Risk tracking systems
More use cases can be built using this workflow.
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| No data processed | ”Processed” already filled | Clear field |
| AI output invalid | Wrong prompt | Fix JSON format |
| Email not sent | Gmail auth issue | Reconnect account |
| Data not stored | Mapping error | Check fields |
Need Help?
If you need help setting up or customizing this workflow, feel free to reach out to our n8n developers at WeblineIndia for expert assistance.
đź”— Nodes Used
Google Sheets, Gmail, AI Agent, Groq Chat Model
đź“Ą Import
Download workflow.json and import into n8n:
Workflow menu → Import from File