Client Meeting Notes
Free Client Meeting Notes Template for Agencies. Client meeting notes with decisions and action items, a client portal and Monday overdue reminders. Free to clone.
Client Meeting Notes is a Taskade app kit built from one prompt: 3 projects that remember, 3 AI agents that think, and 1 automation that runs on its own.
Category: Notes
This Taskade Genesis app includes 3 projects, 3 AI agents, 1 automation. Preview it live, then clone it into your own workspace.
Its AI agents include Minutes Public and Minutes. Its automations include Monday overdue actions.
by @taskade
What you can do with Client Meeting Notes
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Client Meeting Notes works
- Monday overdue actions: when Every Monday at 9 AM, then Read meeting notes and Group overdue actions by client.
Built with Taskade Genesis
- Category: Notes
- AI agents: Minutes Public, Minutes
- Automations: Monday overdue actions
- Workspace: 3 projects, 3 AI agents, 1 automation