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Transform meeting notes into organized tasks automatically
This workflow uses AI to extract action items, decisions, and key details from any meeting notes format—then creates tasks in Asana and sends a formatted summary to Slack.
Perfect for sales teams, project managers, and anyone who wants to stop manually tracking action items from meetings.
What gets extracted
- Action items with assignees and due dates
- Key decisions made
- Pain points or challenges mentioned
- Budget discussions
- Next meeting dates
How it works
The workflow uses a simple form where you paste meeting notes (from AI notetakers like Otter.ai, manual notes, or any text). GPT-4o analyzes the content and extracts structured data.
Each action item becomes an Asana task with the assignee name, due date, and full meeting context in the notes. All tasks are then aggregated into a formatted Slack message with clickable links, key decisions, pain points, and budget info.
Your team gets a complete meeting summary without reading through pages of notes.
Setup requirements
- OpenAI API key for GPT-4o
- Asana workspace with OAuth2 connection
- Slack workspace with OAuth2 connection
Customization ideas
- Replace the form trigger with an email trigger to auto-process notes sent to a specific inbox
- Modify the AI prompt to extract additional fields like risks, dependencies, or next steps
- Add conditional logic to route different meeting types to different Asana projects or Slack channels
- Connect to other project management tools like ClickUp, Monday.com, or Jira instead of Asana
- Add Google Calendar integration to automatically schedule next meetings
Good to know
- GPT-4o costs approximately $0.01-0.03 per meeting analysis
- The form can be shared with your team for easy submission
- All meeting context is preserved in Asana task notes for reference
- Slack messages include clickable task links for quick access