Automated tracking of action items from meetings

Purpose

1.1. Automate tracking of action items discussed in meetings to enhance accountability, reduce missed deadlines, and ensure systematic follow-up.
1.2. Provides automated extraction, assignment, tracking, and reminders for tasks from meeting notes, calls, or transcripts, streamlining internal communication and reporting across project stakeholders in industrial engineering services.

Trigger Conditions

2.1. Automated trigger when a meeting ends and minutes or transcripts are uploaded.
2.2. Trigger from calendar events labeled as "meeting" or from a scheduled time post-meeting.
2.3. Manual trigger by users submitting meeting notes for automated action item extraction.

Platform Variants

3.1. Microsoft Teams
• Feature/Setting: Use Microsoft Graph API "List chat messages" to automate extraction of action items from meeting chats and transcripts.

3.2. Zoom
• Feature/Setting: Webhook "meeting.ended" event automates capture of post-meeting summary and triggers action item parsing.

3.3. Slack
• Feature/Setting: Slack Events API "message.channels" to automate monitoring channels for meeting follow-ups and slash command "/extract-tasks".

3.4. Google Meet
• Feature/Setting: Automate with Google Calendar API "Events: list" and Google Drive API "Files: get" for meeting notes retrieval and action item extraction.

3.5. Notion
• Feature/Setting: Database API "createPage" automates insertion of action items into a shared project tracker.

3.6. Asana
• Feature/Setting: API endpoint "tasks" automates creation and assignment of detected action items to project members.

3.7. Trello
• Feature/Setting: REST API "Cards: Create Card" automates addition of new tasks on boards based on meeting outputs.

3.8. Jira
• Feature/Setting: REST API "issue/createmedium" automates new issue creation for identified engineering action items.

3.9. Monday.com
• Feature/Setting: GraphQL API "create_item" to automate new task line-item generation from meeting text.

3.10. Salesforce
• Feature/Setting: REST API "sobjects/Task" automates creation of follow-up tasks and internal reminders.

3.11. ClickUp
• Feature/Setting: API "Create Task" automates issue assignment, status update, and deadline tracking.

3.12. Airtable
• Feature/Setting: REST API "Create a record" for automation of meeting action item logs in engineering project bases.

3.13. Basecamp
• Feature/Setting: "To-Do Lists API" automates adding new items from meeting outputs.

3.14. Cisco Webex
• Feature/Setting: Webhook "recording.downloaded" and "messages" APIs automate action extraction and tracking post-meeting.

3.15. Google Tasks
• Feature/Setting: Tasks API "tasks.insert" automates entering action items from meeting notes.

3.16. Evernote
• Feature/Setting: API "createNote" automatically logs meeting action summaries for engineering teams.

3.17. Todoist
• Feature/Setting: API "add_task" automates inserting extracted action items with deadlines.

3.18. Zoho Projects
• Feature/Setting: API "Tasks" module automates tracking and collaborative follow-ups.

3.19. Smartsheet
• Feature/Setting: API "Create Row" automates entry of tracked meeting actions into centralized engineering sheets.

3.20. Confluence
• Feature/Setting: REST API "Content" automates creation of pages/listings for tracking minutes and associated follow-up tasks.

Benefits

4.1. Automates manual follow-up, increasing accountability and reducing administrative effort.
4.2. Automates deadline monitoring, ensuring project timelines are not compromised.
4.3. Automating meeting outputs into actionable items strengthens traceability and compliance.
4.4. Automates consistent reporting across teams and facilitates real-time progress visibility.
4.5. Supports scalable, automatable workflows that adapt to growth and evolving reporting standards.