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Meeting Notes → Action Items

The recording becomes notes and tasks.

The job it closes

The job it closes

The meeting evaporates. This file writes a summary, drops actions on the Tasks tab, and emails you the review.

Before / after

Before / after

Before: notes in three apps. After: Meetings + Tasks rows and an operator Gmail.

01

What you import

Notes webhook, Drive recording, or manual → Whisper if audio → gated summary / actions → Meetings + Tasks tabs → operator Gmail + owner SMS. External attendee mail is dual-gated and defaults off.

n8n

02

What you need

n8n, Google Drive, Google Sheets (Meetings + Tasks), Gmail. Whisper / OpenAI optional. Twilio owner SMS.

03

Setup time

35–50 minutes.

Limits — trust before ticket

Limits — trust before ticket

Will not text a client. Will not flip CRM status. External attendee mail stays off unless you turn EXTERNAL_SEND_ENABLED on and pass the payload flag. PHI / PII is your problem — the sticky says so.

Breakdown

How this pack runs

Meeting recording to action items (import this)

Video posting soon.

Two paths if you stall

Self-serve

START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.

Named install

Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.

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