Operations workflow
Meeting Notes → Action Items
Meeting transcripts are summarised, action items extracted, tasks assigned to the right people automatically.
The problem we solve
Every meeting produces 60 minutes of conversation, 5–10 action items, and zero follow-up. Notes live in someone's head or a half-finished doc. By Friday, no one remembers who agreed to do what — let alone by when. This is the single biggest source of dropped balls in professional services.
How it works
When a meeting transcript arrives from your meeting tool (Fireflies, Otter, Read.ai), AI reads it, extracts every action item, and identifies who owns each one based on what was said.
For each action, a task gets created in your project tool with the owner assigned, due date suggested, and the relevant transcript excerpt linked. A summary email goes to attendees. Nobody can claim they "didn't know they owned that."
What changes when you have this
Before
- ·60-minute meetings produce nothing actionable
- ·Notes get lost or never written
- ·Owners forget what they agreed to
- ·Same items come up next week
After
- Every meeting produces tracked tasks within minutes
- Owners get notified
- Follow-up is automatic
- Meetings actually move work forward
Tools we integrate
Use a different tool? If it has an API, we can connect it.
Best for
- Agencies doing client status calls
- Professional services with billable client meetings
- Founders running team standups and strategic sessions
Industries
Want this running in your business?
Book a free 30-minute discovery call. We'll see if this workflow fits your stack — and quote properly if it's a match.
Book a discovery call