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The moment it happens

Get action items and owners after each call

When a transcript is complete, you receive the task list with who agreed to do what.

Runs
The moment it happens
Apps
Zoom
AI
Yes, uses the built-in AI allowance
Access
cloud_recording:read

Send this to your assistant

Create a ClickRuntime automation: after each Zoom call, when the transcript is complete, email me the action items with the owner and any due date mentioned.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

After a 45-minute project call, six people nod, say they will handle things, and leave. Two days later nobody remembers who agreed to send the revised quote or who owns the vendor follow-up. Someone has to listen to the recording or comb through notes to piece together commitments, and often nobody does. Decisions that were made verbally dissolve, and the next call begins by repeating the last one.

When Zoom finishes processing the recording, it sends an event. The transcript is downloaded and the built-in AI reads it, extracting action items with an owner and due date where one was mentioned. You get an email with the summary and the list of who is doing what.

Ideal for project leads and managers who run frequent working meetings. The email arrives soon after the recording is processed.

What you get out of it

  • Commitments are written down

    Each action item has a name next to it while the meeting is still fresh. People cannot claim they did not hear the request, and the person who agreed knows it was written down.

  • Follow-ups begin the same day

    With the list in hand, you can forward it to attendees right after the call. Work starts the same day, without waiting for a recap meeting or a week of chasing.

  • Note-taking stops competing with listening

    Participants speak and think instead of typing. Meetings become more productive because nobody is busy transcribing, and the person running the call can focus on the discussion itself. Note-taking no longer competes with the discussion.

  • Missed meetings are covered

    An absent colleague reads the summary instead of asking for a debrief. The meeting's output reaches everyone concerned, and the people who attended are spared repeating themselves in chat. The summary spares the team a debrief.

  • A searchable record of decisions

    Emails accumulate into a history of who agreed to what and when. Disputes about past decisions can be settled by looking it up, which is faster and friendlier than arguing from memory.

  • Fewer repeated meetings

    Many follow-up meetings exist only because nobody remembers what was decided. A written list removes the need to meet again just to find out. Fewer meetings need to be repeated just to remember what was decided last time.

How it works

What happens, step by step

  1. When Zoom finishes the transcript for a recorded meeting, it tells ClickRuntime straight away.

  2. The automation downloads the transcript.

  3. AI reads it and lists every action item, with who agreed to do it and the due date when one was mentioned. If there were none, it says so.

  4. The list is emailed to you, titled with the meeting topic.

Before it runs live

  • Connect Zoom
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Get action items and owners after each calljust nowSucceeded
Email · Action items: Acme kickoff- Send pricing sheet to Acme (Sam, by Thursday) - Book design review (Lee, no date)

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Change what the AI looks for, or how it writes the result
  • Add another app, for example also send it to Slack
  • Combine it with other Zoom steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
ai_action_items_emailed_after_each_meeting.pyexample
from clickruntime import on_event, http, ai, notify

@on_event
def handle(event):
    if event.json.get("event") != "recording.transcript_completed":
        return {"skipped": True}
    payload = event.json["payload"]
    meeting = payload["object"]
    files = [f for f in meeting["recording_files"] if f["file_type"] == "TRANSCRIPT"]
    if not files:
        return {"skipped": "no transcript"}
    vtt = http.get(files[0]["download_url"],
                   headers={"Authorization": f"Bearer {payload['download_token']}"}).text[:60000]
    items = ai.generate(
        "List every action item in this meeting transcript as '- task (owner, due date if mentioned)'. "
        f"If there are none, say so.\n\n{vtt}", max_output_tokens=500).text
    notify.email_me(f"Action items: {meeting['topic']}", items)
    return {"meeting": meeting["topic"]}

FAQ

Common questions

Does it need a Zoom cloud recording?
Yes. The transcript comes from Zoom's cloud recording with audio transcript enabled. If the meeting was not recorded to the cloud or transcription was off, there is nothing to download. Zoom must have cloud recording and transcripts enabled.
What if no due date was mentioned?
The AI lists the item with the owner and leaves the due date blank rather than inventing one. You can add a default, such as end of week, if you want a deadline on every item. Missing due dates stay blank unless you set a default.
Who receives the email?
By default the email goes to you as the host. You can send it to all attendees or to a team channel, which is a change to the recipient list in the final step. The email goes to the host unless you change recipients.
What permissions does it need?
cloud_recording:read. Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Get action items and owners after each call” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.