Follow upFollow-through

Action Items From Meeting

Turns the action items in a meeting note into tasks with one owner and one date each.

Part of Action-item closure

Tools

Otter.ai, Linear, Slack

Outcomes

Every action has an owner • Fewer duplicate tasks after meetings

Documentation

Instruction-ready detail below

<in:calendar>Finished meeting</in:calendar>, create one <jira>task</jira> per action item in the notes with an owner and a date, then <slack>post</slack> the list for review.

Instruction file

<in:calendar>Finished meeting</in:calendar>, create one <jira>task</jira> per action item in the notes with an owner and a date, then <slack>post</slack> the list for review.

Setup requirements

Tools

Otter.ai, Linear, Slack

Trigger

After every meeting ends

Setup time

10 minutes

Other automations in this workflow

Action Owner Check

Flags action items recorded without an owner so nobody assumes the work is already covered.

Open Action Reminder

Reminds owners about actions that stayed open too long and asks for a close, a reassign, or a drop.

Related workflows

Meeting notes

Turns a recorded call into a written record with the decisions, the open questions, and the owners.

Decision log capture

Records what was decided, what was rejected, and when the decision should be looked at again.

Project updates

Collects one written status from every active project each week and surfaces the blockers nobody has raised.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download