Meeting notes into owners and due dates

The problem

Meetings end with agreement, then nothing happens because nobody wrote down who would do what. The next meeting starts by rediscussing the last one.

What SI does

From a transcript or notes, SI writes a short summary, decisions made, open questions and action items with an owner and due date for each. It can post the summary to the team channel and add tasks to the project tool once approved, and starts the next agenda with any items still open.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Nonprofit board

  Board meeting notes become draft minutes, a list of motions and votes, and action items for committee chairs.

• General contractor

  The weekly site meeting with subcontractors produces a list of who is fixing which punch-list item by when.

• Accounting firm

  The partner meeting's decisions about client assignments are logged and tasks created.

What it takes to set up

Access to transcripts or notes, the team channel and the task tool. Setup is often a day.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Here is the transcript or notes from [meeting]: [paste]. Write a short summary, decisions, open questions and action items with owner and due date. Draft a post for [channel] and the tasks for [tool]. Pause and show me before sending, submitting, posting or changing anything.