What Can You Do With This Automation?
Stop losing decisions to forgotten meetings with an AI agent that listens, organizes, and assigns inside your workspace:
Structured Notes: Convert a raw transcript into a clean, skimmable summary with topics and highlights.
Decision Capture: Pull out every decision made so there is a single source of truth after the call.
Action Items: Create tasks with owners and due dates and drop them straight onto your project board.
Searchable Memory: Store every meeting in your workspace so past context is always one search away.
Use Cases For Meeting Notes Agent
Summarize standups, client calls, and planning sessions automatically.
Assign follow-ups to the right people the moment a meeting ends.
Build a searchable archive of decisions across every project.
Share a polished recap with stakeholders who could not attend.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" and define the conditions.
Click "➕Add Action" and define the conditions.
Enable the toggle in the top-right corner to activate the automation.