Demo workflow · General operations

Meeting notes to tasks workflow

A practical system for converting raw meeting notes or call transcripts into a summary, decisions, action items, blockers, and a clean follow-up email.

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Problem

Meetings produce notes, but tasks get buried. Nobody knows who owns what, due dates are fuzzy, and follow-up emails are delayed.

ClearFlow output

Executive summary
Decisions made
Action item table
Risks/blockers
Follow-up email draft

Works best when

Meetings produce repeated action items
Owners/due dates get missed
Follow-up emails are delayed

Example input and output

Input

Meeting: Website launch check-in
Attendees: Owner, admin assistant, contractor
Notes: Need final logo uploaded. Admin will collect customer testimonials. Contractor will confirm payment link. Launch target Friday. Concern: no examples page yet.

Output

Task	Owner	Due date	Notes
Upload final logo	Owner	Friday	Use approved PNG/SVG
Collect testimonials	Admin assistant	TBD	Request short quotes
Confirm payment link	Contractor	Friday	Verify checkout works

Guardrail

The workflow does not invent decisions. Missing owners or dates are marked TBD so the team can correct them.

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