Meeting Notes & Tasks Agent
Meetings are only useful if what was agreed actually happens. The Meeting Notes & Tasks Agent turns approved recordings into a short summary, a list of decisions and tasks with owners and due dates.
Nobody has to take notes while trying to take part, and nobody has to remember who agreed to do what. Follow-up reminders keep the actions moving.
The important points, without replaying the whole meeting.
What was agreed is written down and easy to find.
Actions are assigned with due dates and reminders.
The real problem
Notes are often incomplete because the note-taker is also trying to contribute. After the meeting, actions sit in someone's notebook, and a week later nobody is sure what was decided.
The result is repeated meetings, missed tasks and frustrated clients.
The Meeting Notes & Tasks Agent captures the outcome, so the meeting leads to action.
What it handles
Useful for team meetings, client calls and site meetings.
A short, readable summary of what was discussed.
Agreed decisions listed clearly for future reference.
Each action is assigned to a person with a due date.
Reminders are sent before tasks are due.
An optional recap email for clients, reviewed before sending.
Find past decisions and actions without digging through recordings.
How it works
Simple to use after every meeting.
Record the meeting with everyone's agreement.
The agent creates the summary, decisions and task list.
Check the actions and owners, and make any changes.
Tasks go to your task tool and reminders keep them moving.
Where it helps
Any meeting where actions matter after everyone leaves.
Record agreed scope, changes and next steps.
AI Workers for builders and carpenters →Keep weekly actions visible and on track.
AI Workers for business growth →Summarise planning meetings and follow-up actions.
AI Workers for NDIS and disability providers →You stay in control
Only approved meetings are processed, and you check the results.
Recording laws vary between states, so everyone in the meeting should agree to it being recorded. Summaries are reviewed before tasks are confirmed or recaps are sent to clients.
Works well together
Pair meeting notes with workers that automate workflows, record jobs and create documents.
Meeting Notes & Tasks Agent FAQ
Still unsure whether it suits your business? Ask us and we will give you a straight answer.
It is an AI Worker that turns approved meeting recordings into a summary, a list of decisions and tasks with owners, due dates and reminders.
Yes. Recording laws vary between Australian states, so everyone in the meeting should agree to the recording.
It can work with recordings from common meeting tools and phone recordings. We confirm the best option during setup.
Into your task or project tool where connected, or as a clear list emailed to your team.
Yes, after your team has reviewed and approved it.
The Meeting Notes & Tasks Agent is $19 a month after a 7-day free trial, and we set it up for you. Recording consent required.
Get started
Try the Meeting Notes & Tasks Agent free for 7 days with your next team or client meeting.