Turn hotel meeting action items into tasks automatically
Every evening, the day’s agreed action items are in the task tool with owner and due date.
- Trigger
- daily at 17:30
- Guide value
- ≈ 10 minutes per property and day (estimate)
- Systems
- Meetings
- Tasks & projects
Today
After the heads-of-department meeting, type up and hand out the action items from the notes, or they get lost.
Afterwards
Every evening, the day’s agreed action items are in the task tool with owner and due date.
How to set it up
- 01
Describe the task
In plain language, the way you would explain it to a new colleague. The description below is a starting point.
- 02
Review the first run
Discontinue shows you the result before anything runs on a schedule.
- 03
From then on it runs
On a schedule or when something happens. You can change it in chat at any time.
Every day at 17:30, take the day’s recorded internal meetings, such as the heads-of-department meeting. Create every agreed action item in our task tool, with owner, due date and one sentence of context. Check first whether the task already exists. Items without a clear owner: don’t create them, send them to me.
Step by step in the documentation: Create an agent in chat.
What the result looks like
The agent works from your description and reports what it did and what is open.
What stays with you
You agree in the meeting who does what by when. Discontinue only records it.
- Tasks created
- 7
- No owner
- 1 · sent to you
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| Meetings | read | Read summaries and agreed action items |
| Tasks & projects | read and write | Check existing tasks, create new ones with owner and due date |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Demodesk
Fireflies.ai
Jamie
Modjo
Atlassian
awork
ClickUp
Linear
monday.com
Trello
Slack
TelegramWhich data and actions are available depends on each system’s interface. When you connect a system you decide what is granted; every run is logged.
Frequently asked questions
What happens to action items nobody owns?
They aren’t created; they go to you. A person assigns ownership.
Which permissions does “Meeting action items” need?
Meetings (Demodesk, Fireflies.ai, Jamie, or Modjo): read, Read summaries and agreed action items; Tasks & projects (Atlassian, awork, ClickUp, Linear, monday.com, or Trello): read and write, Check existing tasks, create new ones with owner and due date. When you connect a system you decide which areas and actions are granted. Everything else stays off-limits.
What happens when a rule does not apply?
Agents only work with the systems and actions you granted. Where a rule does not apply, a person decides, and every step is logged.