Meeting Recap Email
Turn the transcript or the notes of a meeting into a recap email and an action board. Paste one meeting (one line per turn, speaker name first, about an hour of talk at most) and the people who were there.
What installing it brings
- 1 workflow19 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Turn the transcript or the notes of a meeting into a recap email and an action board. Paste one meeting (one line per turn, speaker name first, about an hour of talk at most) and the people who were there. The app lists the decisions, the actions with an owner and a due date, the open questions and the risks, and quotes the sentence behind every item, checked word for word against your text. An owner must be an attendee, otherwise the action stays Unassigned. Due dates such as by Thursday or in two weeks are counted by code from the meeting day, and an action whose words give no date says Needs a date. The recap email is written from the checked items only, in the tone and language you choose, for you to copy and send yourself. Each action is a card on your Actions board (Open, then Done when you say so); decisions, questions and risks are kept too. Paste the same meeting again and the recap is rebuilt from your saved items with no new reading. Settings: tone, language, what the email includes, subject, meeting date, date order, your name, read again, and preview only. Needs no account. Nothing is sent or created in another tool. To log a sales call in HubSpot, see Call Summary to HubSpot.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 19 steps, 1 screen.
Published by
livecontext
@livecontext