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.
