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

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