Meeting action tracker
Turn meeting commitments into reviewed actions with owners and due dates.
Replaces: the action list someone types up after each client call
Ridgeline Advisory · Meeting action tracker
Meeting action trackerRidgeline Advisory
Hannah ColeDelivery leadHC
- Open actions
- 27
- 3 need an owner or date confirmed
- Overdue
- 4
- Owners reminded each morning
- Done
- 61
- Closed this quarter
| Action | Owner | Due | Meeting | Status |
|---|---|---|---|---|
| Maya Chen | Nov 11 | Lakeside Health scoping | 3 days late | |
| Jordan (unclear) | Before steering meeting | Pinecrest kickoff | To confirm | |
| Omar Haddad | Not stated | Pinecrest kickoff | To confirm | |
| Not stated | Nov 18 | Lakeside Health security review | To confirm | |
| Omar Haddad | Nov 15 | Pinecrest kickoff | Open | |
| Ben Ortiz | Nov 12 | Pinecrest discovery workshop | 2 days late | |
| Hannah Cole | Nov 15 | Marlow Brewing check-in | Done | |
| Hannah Cole | Nov 9 | Marlow Brewing steering | Done |
Showing 8 of 88 actions
Ran today at 8:00 AM
- Processed 2 new Fireflies transcripts: Pinecrest kickoff and Lakeside Health security review
Runs on its own
Pulls actions from each new transcript
When a transcript arrives it pulls out each commitment with the passage behind it and adds the ones with a clear owner and date. Each morning it syncs status from Asana and reminds owners of overdue actions.
Waits for you
Owners and due dates it had to guess
Owners and due dates it had to guess wait for you, along with creating their Asana tasks. It never assigns work on a hunch.
Works with
Google Meet
Fireflies
Read AI
Linear
Asana
What it keeps track of
- Meeting
- Provider IDclientdatetranscript
- Action candidate
- Quoted passagetimestampproposed owner and date
- Action
- Ownerdue datestatusAsana task ID
- Reminder
- Ownersent dateaction
- Review
- Confirmed bychanges madedate
