What it does
Meeting to Action turns a meeting into finished follow-up across the tools you already use. Give it a meeting — paste the notes/transcript, or let it pull your scheduled meetings from Calendly — and it extracts the summary, decisions, and action items, then writes them where your team works: a structured notes page in Notion, action tasks in Asana, and a recap posted to Slack or WhatsApp. Built for client-facing teams — financial advisors and consultants running back-to-back client meetings, and e-commerce/agency teams coordinating across tools. Every destination is OPTIONAL and connected by your own token, bound to that service's host only. Connect just the tools you use. Nothing is created until you approve it — every write step is human-approval gated. The agent never invents attendees, decisions, or owners; it grounds everything in the meeting you give it and treats meeting/transcript text as untrusted data. Note: meeting source is Calendly or pasted text. Native Google Meet / Microsoft Teams / Jira pulls require OAuth and aren't part of this connector.
Example prompts
- Here are my meeting notes — pull out the decisions and action items, draft a Notion notes page, and create Asana tasks for each owner.
- Get my Calendly meetings from this week and summarize what each was about.
- Turn this transcript into a recap and post it to our #team Slack channel (show me the draft first).
Before you connect
The credentials this agent will ask you for — the full setup is on the Setup tab.
Needs 5 optional credentials to connect. See setup