Workflow templates

Meeting Notes to Action Plan

Review decisions, action items, owners, dates, blockers, and open questions; approve or reject the downloadable HTML plan.

AI Human approval HTML output

Workflow preview

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  1. Manual meeting notes
  2. AI evidence extraction
  3. Prepare HTML plan
  4. Human preview and approve/reject
  5. Route by plan status
  6. Download approved plan

How it works

  1. Choose meeting notes Three fictional scenarios
  2. AI extracts the plan Decisions, actions, and gaps
  3. You review Approve or request changes
  4. Download plan Ready, blocked, or clarification