Meeting to Action

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).
• Create Asana tasks for these three action items with owners and due dates, then send a WhatsApp recap.
• Summarize this client meeting into a Notion page with summary, decisions, and next steps.

Tools provided

• list_meetings — List your Calendly scheduled meetings in a time window (read-only). Requires the Calendly token; optional if you paste meeting details instead.
  read-onlyuses CALENDLY_TOKEN
• get_meeting_invitees — List the invitees/attendees for a Calendly scheduled event (read-only).
  read-onlyuses CALENDLY_TOKEN
• create_notion_notes — Create a meeting-notes page in a Notion database with Summary, Decisions, and Action Items. Approval-gated. Requires the Notion token and a target database id.
  writeuses NOTION_TOKEN
• create_asana_task — Create an action-item task in an Asana project, with notes (owner) and an optional due date. Approval-gated. Requires the Asana token and a project id.
  writeuses ASANA_TOKEN
• post_slack_recap — Post the meeting recap to a Slack channel. Approval-gated. Requires the Slack bot token (chat:write).
  writeuses SLACK_BOT_TOKEN
• send_whatsapp_recap — Send the meeting recap over the WhatsApp Cloud API. Approval-gated. Requires the WhatsApp token, your phone-number id, and the recipient number.
  writeuses WHATSAPP_TOKEN