Pokee Official Skill
Meeting Notes to Tasks Automation Template
Automatically extract action items from meeting transcripts and create tracked tasks. No more lost decisions or forgotten follow-ups.
How This Skill Works
- 1
Meeting ends
A Zoom, Google Meet, or in-person meeting concludes and transcript/notes are available.
- 2
Pokee extracts action items
The agent reads the transcript and identifies commitments, decisions, and next steps.
- 3
Tasks created and assigned
Each action item becomes a tracked task assigned to the person who committed to it.
- 4
Follow-up scheduled
A summary of decisions and tasks is posted to the team channel or emailed to attendees.
Example Prompt
“After each Zoom meeting, read the transcript. Extract all action items (statements like 'I'll do X', 'Can you handle Y', 'We decided to Z'). Create an Asana task for each one assigned to the person who committed. Set due dates based on any mentioned deadlines (default: 1 week). Post the meeting summary and task links to the project's Slack channel.”
Customization Options
- Choose task destination (Asana, ClickUp, Todoist, Notion)
- Define action item detection patterns
- Set default due dates and priority levels
- Configure which meetings to process (all, tagged, specific calendars)
- Add summary distribution rules
Why Pokee for Meeting Notes to Tasks
| Feature | Manual Process | Zapier | Pokee AI |
|---|---|---|---|
| Setup time | N/A | 30-60 min | 30 seconds |
| Intelligence | Your brain | None (keyword matching) | Context-aware AI |
| Adapts to changes | You adjust manually | Rebuild triggers | Self-adapting |
| Multi-step logic | You do each step | Extra cost per step | Unlimited, included |
| Maintenance | Constant | Weekly fixes | Self-healing |
FAQ
- How long does meeting notes to tasks take to set up?
- 30 seconds. Connect your tools via OAuth and describe what you want. The example prompt above is your starting point - customize by changing any part in plain English.
- Can I modify this template after it's running?
- Yes. Describe the change you want in plain English and Pokee updates the workflow instantly. No rebuilding required.
- What happens when something goes wrong?
- Pokee handles exceptions intelligently. Rate limits, API changes, unexpected data - Pokee adapts and retries. Critical issues are escalated to you with context.
- How much does this cost?
- Included with any Pokee plan. Free tier gets 500 credits. Paid plans start at $19.99/month with unlimited workflow executions.
Related Skills
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