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.
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?”