Automatically create actions from meetings

Project Manager can use meeting content to automatically derive concrete follow-up activities.

Prerequisites
  • You're signed in and the Meetings module is enabled in your organization.

Enable automatic actions

Open the form for creating or editing a meeting and add a transcript. Start the AI analysis for actions there. This can create tasks and milestones directly; check the result afterward and save the meeting note.

Possible actions

The analysis can generate action items for the meeting as well as new tasks and milestones. Check assignments and dates yourself afterward. AI results can be incomplete or wrong.

Example

If the meeting records that a team member should prepare a presentation by Friday, a task can be created from that automatically. Check the assignment afterward and add the due date.

Keep reading

Couldn't find your answer, or still stuck?

Go to support

Last reviewed on 2026-09-26