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:

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