Action Items

Automatic Action Item Detection

The platform automatically identifies action items from your meeting transcripts using AI analysis.

How Action Item Detection Works:

1. AI Analysis: The AI scans the transcript for action-oriented language
2. Pattern Recognition: Identifies phrases like "I will...", "Let's...", "We need to..."
3. Context Understanding: Understands context to distinguish real actions from casual statements
4. Extraction: Action items are extracted with relevant details
5. Organization: Items are organized and presented clearly

Action Item Extraction

Action items are automatically extracted with:

• Description: What needs to be done
• Assignee: Who is responsible (if mentioned)
• Due Date: When it's due (if mentioned)
• Context: Relevant context from the conversation
• Timestamp: Where in the recording the action item was discussed

Short Action Items

For quick reference, view a condensed list of action items:

• Bullet Format: Simple, scannable list
• Key Details Only: Just the essential information
• Quick Review: Perfect for quick check-ins
• Export Ready: Easy to copy or export

Access short action items from the recording overview or the Action Items tab.

Action Item Review

Review and edit detected action items:

1. Navigate to the Action Items tab
2. Review each detected action item
3. Edit: Modify description, assignee, or due date
4. Delete: Remove items that aren't actual action items
5. Add: Manually add action items that were missed
6. Mark Complete: Mark items as completed

Review Best Practices:

• Review action items shortly after the meeting
• Verify assignees are correct
• Add missing action items
• Set realistic due dates
• Remove false positives

Action Item Export

Export action items for use in other tools:

1. Go to the Action Items tab
2. Click Export
3. Choose format:

• CSV: For spreadsheets and project management tools
• TXT: Plain text format
• JSON: For API integration

4. Download the file

Integration Options:

• Import into Jira as tasks
• Add to project management tools
• Share via email
• Add to team task lists