Turn meeting notes into reviewed tasks
Save notes for a synced meeting and approve only the follow-up tasks you want.
Where to find it
More tools → Meetings
Before you start
- Connect and sync a calendar first. Meeting notes attach to a synced event; they are not an audio recording.
How to use it
- Find the synced event and select Add notes & actions.
- Enter notes. An Action items heading followed by separate action lines helps extraction. Optionally add an outcome, default project, and follow-up date.
- Select Save notes & find actions. Review titles, estimates, projects, and dates.
- Deselect actions you do not want to create, then review the approval preview.
- Confirm the preview and select Approve & apply. Open the linked tasks to verify them.
Limits and important details
- Saving and reviewing notes does not create tasks. The source calendar event is not edited by this workflow.
- Free includes three Meeting-to-Action approvals per month. Applying new selected tasks uses an approval; project handoffs require Pro.
- Previously created tasks remain linked and should not be duplicated by reopening the notes.