[When the meeting ends]
You need meetings to end with an owner and a date
The call ends. Everyone remembers a different action. Nobody has the date or the owner in writing.
A transcript is not the next step
The useful record has the decision the action the owner and the date.
We set the review step before the notes move into the system around the meeting.
Choose one meeting type
The first workflow can cover one kind of meeting with a clear output.
- Consent before recording
- A summary with decisions and actions
- Named owners and dates
- Review before the record is shared
- Retention and deletion rules
Put the action where the work lives
A note is useful when the owner can find it and act on it. We map the link to the project customer or service record.
The first step is a focused meeting notes review. You do not need to record every meeting to test the workflow.