Turn Zoom summaries into ClickUp follow-up tasks
Leave every meeting with a clear next step already waiting in ClickUp.
Trigger
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Action
Create a task
Creates a new clickup task in a specific list, optionally as a subtask if a `parent` task id (which cannot be a subtask itself and must be in the same list) is provided.
Why this helps
Important follow-ups get buried in meeting notes and never become owned work.
- Capture next steps while context is fresh
- Reduce manual copy and paste
- Keep follow-up work visible in ClickUp
Setup
Build it in a few focused steps.
- 1Connect Zoom and ClickUp in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to create one ClickUp task for each clear follow-up in the Zoom summary.
- 4Pick the Zoom Meeting Summary Created or Updated trigger and choose a report channel.
- 5Test it with one real meeting summary.
Questions about this workflow
Can Notis create more than one task from a summary?
Yes. Tell Notis to create separate ClickUp tasks when the summary contains distinct follow-ups.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Clickup. A trigger fires from one place; an action lands in another.
Zoom triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Add guest to list
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Add guest to task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Add task to list
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Connect any two apps with Notis in the middle.
Zoom and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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