Automate meeting notes and action items
Hyper AI
Workflow Visualization
Description
Automate meeting notes and action items
How this flow works
Generate meeting summaries, extract action items, and sync notes.
Here's how it works:
- Connect your calendar to detect upcoming meetings
- During or after the meeting, upload notes or transcript
- AI extracts key points, decisions, and action items
- Assigns action items to team members automatically
- Syncs summaries to Slack, Notion, and your CRM
Why use this flow?
- •Never lose track of meeting decisions and commitments
- •Save 10-15 minutes per meeting on note-taking and distribution
- •Ensure everyone has clarity on their action items
- •Build a searchable archive of meeting context
Who is this for?
- •Team leads managing multiple projects and stakeholders
- •Operations managers coordinating cross-functional work
- •Sales teams tracking customer meeting outcomes
- •Anyone who attends 5+ meetings per week
Meeting Notes Automation
Stop wasting time on manual note-taking and action item tracking. Automate your entire meeting documentation process.
The Meeting Documentation Challenge
Most professionals spend 15-25 hours per week in meetings. After each one, someone needs to:
- Write up meeting notes
- Identify action items
- Assign owners and deadlines
- Distribute notes to attendees
- Update the CRM or project management tool
This workflow automates all of that.
How It Works
Before the Meeting: The workflow detects upcoming meetings on your calendar.
During the Meeting: Take notes normally (or use a recording/transcript).
After the Meeting: Upload your notes and the AI instantly:
- Generates a clean summary
- Extracts all action items with owners
- Identifies key decisions made
- Notes any unresolved questions
Distribution: Automatically posts summaries to Slack, saves to Notion, and updates your CRM.
Key Features
Smart Extraction: AI understands context and pulls out what matters - not just keywords.
Assignment Logic: Automatically assigns action items based on who was mentioned or discussed.
Template Flexibility: Customize the output format for different meeting types (1-on-1s, client calls, standups, etc.).
Search & Retrieval: Build a searchable knowledge base of all meeting context.
Use Cases
Sales Teams: Document customer calls, track commitments, and update CRM records automatically.
Product Teams: Keep a record of feature decisions, user feedback, and sprint planning outcomes.
Leadership Teams: Maintain a decision log and ensure cross-functional alignment.
Client Services: Track client requests, project updates, and deliverable commitments.
Best Practices
- Create Meeting Templates: Set up different templates for different meeting types
- Integrate Your Tools: Connect your calendar, chat, and project management tools
- Review Before Sending: Quick 30-second review ensures accuracy
- Train Your Team: Show everyone where to find notes and action items
Getting Started
Connect your calendar and communication tools, then run your first meeting through the workflow. You'll immediately see how much time and mental energy you save by automating this repetitive task.
The workflow handles everything from formatting to distribution, letting you focus on what actually matters: the conversations and decisions happening in your meetings.
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