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Meeting Actions

Projects

Prompt

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Create a category for project meeting actions, action lists, minutes, follow up tasks, owners, deadlines, and emails sent after meetings that confirm what needs to happen next. Include messages that assign tasks or record agreed actions. Do not include meeting invites unless they include actions or follow up work.

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Need help creating your own categories?

We can help you set up categories that match how your team works. If you’re not sure what to create, or how to word your category prompts, talk to us and we’ll help you get started.

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