Workspace

Meetings & Knowledge

Import and summarize meetings — transcripts become notes, action items become tasks, and attendees become tracked people.

Record types

The structured data this adds to your pod.

  • Person

    A meeting attendee.

    • Email
  • Task

    An action item that came out of a meeting.

    • Status
    • Due
  • Note

    A note or summary captured from a meeting.

    • Content
  • Event

    A calendar event — the thing a meeting actually is.

    • Start
  • Meeting

    The meeting hat an event wears — platform, transcript, and what came out of it.

    • Platform
    • Status
    • Summary
    • Transcript URL

Views

  • MeetingsTable
  • Needs ProcessingList
  • Meeting NotesList
  • Meetings CalendarCalendar
  • Action ItemsBoard

Playbooks

Repeatable runs your agent can start for this project.

  • Import & Summarize MeetingPull a meeting's transcript, summarize it, and extract action items and attendees into tasks, notes, and people.

Relationships

  • Meeting PersonAttended by
  • Meeting TaskGenerated
  • Meeting NoteSummarized in

First conversation

After install, your agent sets the project up with you. It starts here:

Get recent meetings into the pod so summaries, action items, and attendees are captured instead of living only in someone's memory of the call.

  • “Name a meeting from last week whose outcome you can't remember. What did that cost you?”
  • “When a meeting produces an action item, where does it go today — and does it survive the week?”
  • “Which recurring meeting would you cancel if you could see its action-item completion rate?”