Transform meeting notes into Asana tasks & Slack summaries with GPT-4o
Transform meeting notes into organized tasks automatically
This workflow uses AI to extract action items, decisions, and key details from any meeting notes format—then creates tasks in Asana and sends a formatted summary to Slack.
Perfect for sales teams, project managers, and anyone who wants to stop manually tracking action items from meetings.
What gets extracted
- Action items with assignees and due dates
- Key decisions made
- Pain points or challenges mentioned
- Budget discussions
- Next meeting dates
How it works
The workflow uses a simple form where you paste meeting notes (from AI notetakers like Otter.ai, manual notes, or any text). GPT-4o analyzes the content and extracts structured data.
Each action item becomes an Asana task with the assignee name, due date, and full meeting context in the notes. All tasks are then aggregated into a formatted Slack message with clickable links, key decisions, pain points, and budget info.
Your team gets a complete meeting summary without reading through pages of notes.
Setup requirements
- OpenAI API key for GPT-4o
- Asana workspace with OAuth2 connection
- Slack workspace with OAuth2 connection
Customization ideas
- Replace the form trigger with an email trigger to auto-process notes sent to a specific inbox
- Modify the AI prompt to extract additional fields like risks, dependencies, or next steps
- Add conditional logic to route different meeting types to different Asana projects or Slack channels
- Connect to other project management tools like ClickUp, Monday.com, or Jira instead of Asana
- Add Google Calendar integration to automatically schedule next meetings
Good to know
- GPT-4o costs approximately $0.01-0.03 per meeting analysis
- The form can be shared with your team for easy submission
- All meeting context is preserved in Asana task notes for reference
- Slack messages include clickable task links for quick access
n8n Workflow: Transform Meeting Notes into Asana Tasks & Slack Summaries with GPT-4o
This n8n workflow automates the process of converting raw meeting notes submitted via an n8n form into structured Asana tasks and concise Slack summaries using OpenAI's GPT-4o. It streamlines post-meeting actions, ensuring key takeaways are captured and communicated effectively.
What it does
- Triggers on Form Submission: Listens for new meeting notes submitted through a dedicated n8n form.
- Generates Asana Tasks with AI: Sends the submitted meeting notes to OpenAI (GPT-4o) to generate a list of actionable tasks, including their descriptions and assignees.
- Creates Asana Tasks: Uses the AI-generated tasks to create individual tasks within a specified Asana project.
- Generates Slack Summary with AI: Sends the original meeting notes to OpenAI (GPT-4o) again to create a concise summary suitable for Slack.
- Aggregates Task Information: Collects the details of the newly created Asana tasks (e.g., task names, URLs) for inclusion in the Slack summary.
- Formats Slack Message: Combines the AI-generated summary and the Asana task details into a well-structured Slack message.
- Posts to Slack: Sends the formatted summary and task list to a designated Slack channel.
Prerequisites/Requirements
- n8n Instance: A running n8n instance (cloud or self-hosted).
- OpenAI API Key: An API key for OpenAI with access to GPT-4o.
- Asana Account: An Asana account with appropriate permissions to create tasks in a project.
- Slack Account: A Slack account with a workspace and a channel to post messages.
Setup/Usage
- Import the Workflow:
- Copy the provided JSON code.
- In your n8n instance, click "New" in the workflows sidebar, then "Import from JSON".
- Paste the JSON and click "Import".
- Configure Credentials:
- OpenAI Node (ID: 1250):
- Click on the "OpenAI" node.
- Select or create a new "OpenAI API" credential. Enter your OpenAI API Key.
- Ensure the "Model" is set to
gpt-4o.
- Asana Node (ID: 3):
- Click on the "Asana" node.
- Select or create a new "Asana API" credential. Follow the instructions to connect your Asana account.
- Configure the "Project ID" where the tasks should be created.
- Slack Node (ID: 40):
- Click on the "Slack" node.
- Select or create a new "Slack API" credential. Follow the instructions to connect your Slack workspace.
- Specify the "Channel" where the summaries should be posted.
- OpenAI Node (ID: 1250):
- Configure the n8n Form Trigger (ID: 1225):
- Click on the "On form submission" node.
- Define the fields for your meeting notes form (e.g., a multi-line text field for "Meeting Notes").
- Activate the workflow.
- Test the Workflow:
- Access the URL provided by the "On form submission" node.
- Submit some sample meeting notes.
- Verify that tasks are created in Asana and a summary is posted to Slack.
This workflow is designed to be highly customizable. You can adjust the prompts in the OpenAI nodes to fine-tune the task generation and summarization, and modify the Asana and Slack nodes to fit your specific organizational needs.
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