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Automations Meeting Notes to Actions

Meeting Notes to Actions

An AI workflow that captures meetings, extracts decisions and action items, assigns owners and due dates, and writes everything to your tasks, docs, and CRM—automatically.
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Turn every meeting into owned, dated, and delivered work

  • Speaker/section summaries; decision & action extraction
  • Bi-directional links: task/note/recording timestamp
  • Owner and due-date inference; de-dupe against existing tasks
  • Recurring agendas from outstanding actions
  • Audience-aware summaries (exec, sales, eng, customer)

What it does

  • Capture — Pulls recordings/transcripts from Zoom, Google Meet, or Teams; supports live note-taking and post-call ingestion.
  • Understand — Identifies topics, decisions, risks, and next steps; detects commitments and dates mentioned in conversation.
  • Assign — Converts actions into tickets/tasks with owners, due dates, tags, and links back to the moment in the transcript.
  • Publish — Sends tailored summaries (exec, customer, engineering) and posts notes to Slack/Teams, Docs/Notion/Confluence.
  • Follow up — Nudges owners, rolls uncompleted items forward, and prepares the next agenda from unresolved actions.

Metrics

  • Action Capture Rate
  • Assignment Coverage
  • On-Time Completion
  • Note Delivery Time (End-Of-Call → Publish)
  • Meeting Time Saved
  • Duplicate Task Rate
  • Owner Response Time

Security

  • Scoped
  • Least-Privilege Connections
  • Redaction Of PII/Customer Data
  • Encryption In Transit/At Rest
  • Audit Logs
  • Configurable Retention
  • GDPR/DPA

Automation works with

Zoom, Google Meet, Microsoft Teams
Google/Microsoft Calendar
Jira, Asana, Linear, ClickUp
Salesforce/HubSpot
Notion, Confluence, Google Docs
Slack/Teams

Implementation plan (30‑day pilot)

Connect & schema
(week 1)

  • Link calendar, meeting sources, and work tools
  • define action templates (fields, tags, projects).

Tune
(week 2)

  • Run on past meetings
  • validate extraction quality, decision/owner mapping, and summary styles.

Go live (guardrails)
(week 3)

  • Auto-publish notes to docs/Slack
  • create tasks for selected meetings only.

Optimize
(week 4)

  • Expand coverage
  • adjust prompts/templates
  • lock KPIs and rollout plan.
Start a pilot sprint

Outcomes you can expect

  • Clear owners & deadlines, fewer “lost” decisions
  • Faster follow-through and fewer status meetings
  • Consistent notes for execs, customers, and teams
  • Less manual note-taking; more time for the discussion

Price & packaging

  • Pilot (30 days) with defined meetings and KPIs.
  • Standard: capture + summaries + task creation.
  • Pro: audience variants, CRM logging, nudges & roll-forward, analytics.
  • Enterprise: SSO/RBAC, custom templates, private VPC/on-prem, SLAs.
Start a pilot sprint
Try the chat demo on our homepage or request a private preview with your redacted docs.

Example flows of our automation

Customer call

Capture → decisions + actions → log to CRM → create follow-ups in Jira/Asana → email recap to customer.

Sprint review

Capture → tickets created/updated in Linear → summary to Slack → unresolved items seed next agenda.

Share your meeting types and work tools

We’ll propose a 30-day pilot with clear KPIs and go-live plan.
Start a pilot
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