Extract Meeting Tasks from Google Docs to GoHighLevel CRM with GPT-4

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:

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