Guides › Meetings & Calendar
Keep track of every action from every meeting
Meeting notes are saved automatically, and each Friday you get one tracker of open actions across all your meetings.
When to use it
Every Friday afternoon
Step by step
Save every meeting's notes in one place
Google Meet's 'Take notes for me' saves notes to Google Drive, Zoom AI Companion can save summaries, and Teams recaps sit with the meeting, if your plan includes them. Otherwise, save your own notes into one Drive or OneDrive folder.
Create your action tracker
Make a Google Sheet or Excel file with columns: date added, meeting, action, owner, due date, status, notes.
Run a Friday round-up
Open the week's notes (or ask a connected assistant like Gemini to read the Drive folder) and use this prompt.
Prompt to copyHere are this week's meeting notes: [paste or point to the folder]. Here is my current action tracker: [paste open rows]. 1) List every new action as rows: date added, meeting, action, owner, due date (or 'not set'). 2) For existing rows, tell me which seem done or changed based on this week's notes. 3) List overdue actions owned by me first. Output the new rows as a table I can paste straight into my spreadsheet.Update the sheet and chase
Paste the new rows in, mark finished items done, and send a short reminder to anyone with overdue actions.
Make it a recurring slot
Add a 20-minute recurring Friday calendar event called 'Action round-up' with the prompt in the description.
What you get
New: 12 Nov | Marketing sync | Brief designer on poster | Zoe | 19 Nov. Changed: 'Book photographer' looks done (mentioned in Thursday's notes). Overdue (you): Send budget to finance - due 7 Nov.
Tips
- Ask owners to confirm their actions rather than assuming the AI read the notes correctly.