Work & operations · Ready to configure
Turn meeting decisions into accountable follow-up
Extract decisions and action items from approved notes, confirm owners and deadlines, and prepare follow-up without inventing commitments.
- Companion
- Chief of Staff
- Setup time
- 10–20 minutes
- Cadence
- After each selected meeting
- Last reviewed
Setup
How to configure this playbook
- 01
Choose meetings
Limit the routine to selected calendars, meeting types, or tags.
- 02
Select the record
Use approved notes or transcripts and define the destination for tasks.
- 03
Resolve ambiguity
Answer questions about unclear owners, dates, and commitments.
- 04
Approve follow-up
Review the task list and message before anyone is notified.
Starter instruction
Give Chief of Staff a clear first brief.
From the approved meeting notes or transcript, extract decisions, action items, owners, deadlines, open questions, and risks. Quote the supporting passage for each item. If an owner or date is unclear, ask instead of guessing. Prepare the follow-up message and task list, but do not send or assign work until I approve it.Adjust names, sources, and approval limits before the first run.
Make it yours