Review before it's shared
The summary and action items are drafted, then a person confirms them before the recap is sent — so the record is right and owners agree to what they own.
Guide · Everyday work
How to automate meeting notes and follow-up with AI.
Meetings end, and then someone has to write the recap, pull out the action items, and chase who owns what. AI handles the summary and the follow-up draft so decisions actually turn into action — with a quick human review before anything goes out. Here's how to make meetings produce results, not just notes.
- Action, not just notesDecisions and owners pulled out automatically
- Quick reviewA person checks the summary before it sends
- Your toolsTasks pushed into the tracker you already use
Where the time goes
Why meetings leak follow-through
The meeting is the easy part — what happens after is where things slip.
- 01Writing up notes and a recap after the call
- 02Pulling out decisions and action items by hand
- 03Re-typing tasks into a tracker
- 04Chasing who owns what — and whether it happened
Start here
What to automate first
Start with the summary and action items — the steps that follow every meeting.
- 01Summarize the discussion and key decisions
- 02Extract action items with owners and due dates
- 03Draft the recap email for a quick review
- 04Push tasks into your tracker automatically
The non-negotiable part
Keep humans in control.
Notes become the record people act on, so a person stays in the loop and privacy stays respected:
Privacy & consent
Document recording, consent, access, retention, and deletion rules. A self-hosted boundary applies only when storage, connectors, logging, telemetry, and backups are scoped with the deployment.
Traceable to the source
Summaries link back to what was actually said, so nothing is invented and anyone can check the original context.
Meetings, email, research, reports — the training + configured platform level teaches your team to use AI for all of it in a workspace your company controls.
See AI Training & EnablementCommon questions
Meeting automation — FAQs.
Can AI take meeting notes for us?
Yes. From a transcript or recording, AI can produce a clean summary, a list of decisions, and action items with owners and due dates — ready for a quick human review.
Will it assign action items to the right people?
It extracts action items with the owner and due date as discussed, and can push them into your task tracker. A person confirms ownership before the recap goes out.
Is it private?
It can be, with a documented recording, consent, access, retention, and deletion policy. A self-hosted deployment can keep meeting data within a configured environment only when storage, connectors, logging, telemetry, and backups are scoped that way. Tell participants when a meeting is recorded and confirm the applicable consent requirements.
Does it connect to our tools?
Usually yes. It works with the meeting, email, and task tools you already use rather than replacing them.
Make meetings count