BACK TO WORKFLOWS
ANY NYC BUSINESS EASY

Every Meeting Ends With a Paper Trail

TIME SAVED

3–5 hrs/wk

TIME TO DEPLOY

1 hr

The Result at a Glance

Meeting ends. Summary written. Tasks assigned. Follow-up sent. Nobody typed a word of it.

Trigger

🎯

Meeting recording or transcript available

1

AI produces a clean, structured summary within minutes

2

Every commitment pulled out and assigned to the person who made it

3

Tasks pushed directly into the project management tool

Output

Attendees get their action items. Nothing discussed gets forgotten.

Step-by-Step Breakdown

How We Built It

Five steps. Deployed in an hour. Runs automatically after every single meeting.

CAPTURE

Every meeting recorded and transcribed without anyone thinking about it

Fireflies connected to the client's Google Calendar. From that point forward, every internal meeting, client call, and vendor check-in was captured automatically. No one had to remember to hit record. No one needed to volunteer as note-taker. The transcript was ready before anyone closed their laptop.

1

SUMMARY

AI reads the full transcript and writes the summary no one wants to write

Claude processes the complete transcript and produces a structured summary organized around what actually matters: decisions reached, open questions, context needed for next steps, and anything requiring follow-up. Not a chronological replay. What a sharp chief of staff would write after sitting in the room. Two paragraphs. Scannable in 90 seconds.

2

EXTRACTION

Every action item pulled out and matched to the person responsible

Any statement of commitment in the transcript gets flagged and converted into a task. Verbal agreements become concrete deliverables with an owner and a due date. Claude flags items where ownership was unclear so a manager can assign them before the summary goes out. No more leaving a meeting assuming someone else is handling something.

3

TASK CREATION

Tasks created in Notion or Asana without anyone copying them over

Each extracted action item gets pushed directly into the team's project management tool via Zapier. Owner pre-assigned. Due date set. Meeting context attached as a note. The task board reflects the meeting within ten minutes of it ending. No manual data entry. No copy-pasting between tabs.

4

FINAL OUTPUT

Summary emailed to every attendee. Overdue items resurface automatically.

A clean summary email goes out to all participants within 20 minutes of the meeting wrapping up. Each person's action items are called out in their section. Any task still marked incomplete five days before its deadline triggers an automatic reminder. Nothing discussed disappears.

5

Tech Stack

What We Used

Free-tier friendly. Likely already in your stack.

Fireflies or Otter.ai Claude Notion or Asana Zapier Gmail

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