Meeting Notes
Turn a meeting into clean, shareable notes. The AI drives Extract and Distribute, with a checkpoint on the structure.
the steps, as stored
- 01Capture
Capture the raw record of the meeting before structuring anything.
Record: - Meeting title, date, and who attended - The purpose or agenda - What was discussed — paste notes, a transcript, or your recollection
If the record is incomplete, ask the operator for the missing pieces.
Save the raw meeting record as a task note with task_notes_add. The next step — Extract — reads this note.
- 02Extractapproval gate
Read the task notes with task_notes_list — the note from the Capture step contains the raw record. Work from it.
Extract clean structure. What good looks like: - A two- or three-line summary of the meeting - Key discussion points, condensed - Decisions made, stated plainly - Action items, each with an owner and a due date where known - Open questions still unresolved
Capture only what was said — do not invent decisions or owners.
Save the structured notes as a task note with task_notes_add. Then ask the operator to confirm the decisions and owners are right before distributing. This is a checkpoint — once notes go out they shape what people act on, so the AI cannot advance until you approve.
- 03Distribute
Read the task notes with task_notes_list — the note from the Extract step contains the confirmed notes. Work from it.
Format the notes for sharing: - Clean, scannable layout — summary, decisions, action items, open questions - Action items grouped by owner so each person sees their part - The right destination (email, doc, channel) for this team
Share the notes with the people who need them, or hand the formatted version to the operator to post.
Save the final shared notes as a task note with task_notes_add so the record of what was distributed stays on file.
- 04Completecontext gate
The meeting notes are structured and distributed. Confirm the final notes are saved as a task note, then close out the task.
use it for
- Turn rough notes into a summary with decisions and action items
- Write up a team standup into a shareable recap
- Summarize a transcript into decisions, owners, and next steps
without it, with it
| without | with meeting notes |
|---|---|
| Notes live in one person's notebook and the decisions are forgotten by the next meeting | The AI drives raw notes into a structured, shareable recap that the whole team can find |
| The summary ships with an action item assigned to nobody and a decision left out | The AI pauses at a checkpoint so you confirm the extracted decisions and owners before anything is shared |
| You write up half the notes, get interrupted, and lose the thread of what was decided | The AI saves the raw record and the structured notes as notes, so a later session resumes the write-up intact |