Action Items From Meeting

More / AUTOMATE.md

Finished meeting, create one task per action item in the notes with an owner and a date, then post the list for review.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Every action has an owner
  • Fewer duplicate tasks after meetings

How it runs

  1. 1. Starts

    After every meeting ends

  2. 2. Reads

    Finished meeting

  3. 3. Delivers to

    JiraSlack

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why busy professionals set this up

Meetings end with six actions and no owner list, so three get done and three fade into the thread. Because nothing is closed out, the same task is raised again next week and the team believes work is moving when it is not.

See the whole job: Action-item closure

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It sorts and reminds. You decide what to do.

  • It never replies for you

    Digests and reminders come to you. Anything that would send a message waits for your OK.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only what you connect

    Each automation reaches only the inbox, calendar and notes you give it.

Action Items From Meeting

Approve before it files the ticket and posts in Slack?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Built-in rules in your email and calendar

Filing messages by sender or subject.

They can't read what a message asks for, or follow up on it.

Flowchart automation tools

Connecting apps if you build and maintain the flow.

Every exception becomes another branch.

AI chat assistants

Summarizing when you ask.

Nothing happens until you remember to ask.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Action Owner Check

New actions page, flag every item missing an owner or a date and ask in the channel for a name before the next meeting.

When a meeting note is added to the actions page

Open Action Reminder

Every Friday at 9am, list open actions older than a week and remind each owner to close, reassign, or drop them.

Every Friday at 9:00am

Related workflows

Meeting notes

Turns a recorded call into a written record with the decisions, the open questions, and the owners.

2 automations

Decision log capture

Records what was decided, what was rejected, and when the decision should be looked at again.

3 automations

Project updates

Collects one written status from every active project each week and surfaces the blockers nobody has raised.

1 automation

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon