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Pull decisions and action items out of a client meeting

Formatted minutes, every decision recorded, every action opened as a task with an owner.

Docsaccount leaddelivery leadProfessional services
Prompt
Read [Transcript or notes] for the [Engagement] engagement. Produce minutes with attendees, topics, decisions with who decided, and action items with owner and due date. Record each decision on the engagement task and open one task per action item. Flag any commitment made to the client that needs partner confirmation.
Works with
How Company OS runs it

Runs on its own. Reads the company record only.

Run details

Agent rin · Approvals none · Output meeting minutes with a receipt