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Automations · for agencies

Automate meeting notes and action items for your agency

Every client and internal call can produce clean notes and tracked tasks on its own: the call is transcribed, AI extracts decisions, action items, and owners, and the tasks land in your project tool, so nothing agreed on a call quietly disappears.

The problem

Notes get taken inconsistently or not at all, action items live in someone’s memory, and the "who owns this?" conversation happens a week later when it is already late.

How the automation works

  1. 01The call (Zoom, Meet, or a recording) is transcribed automatically.
  2. 02AI produces a clean summary with decisions, action items, and owners.
  3. 03Tasks are pushed to your project tool, assigned, with due dates.
  4. 04The summary is shared to the relevant channel or emailed to attendees.
  5. 05Open action items surface in a weekly digest so nothing slips.
n8nTranscription (Whisper)AI (OpenAI / Claude)Asana / ClickUp / NotionSlack

Common questions

Which meeting tools does it support?

Zoom, Google Meet, Teams, or any recording you can feed it.

Does it assign the tasks?

Yes. It extracts owners and due dates and creates assigned tasks in your project tool.

Is client data kept private?

Yes. It runs on your own accounts and storage; nothing is shared beyond your workspace.

Want this built for your agency?

Describe it and get a real scope back in seconds. Shipped in about 7 to 10 days, on open tech you own.

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