Record Meeting → Extract Action Items → Create Project Tasks
Transform meeting recordings into organized action items and automatically create tasks in your project management system with assigned owners and deadlines.
Workflow Steps
Otter.ai
Record and transcribe meeting
Set up Otter.ai to automatically join scheduled meetings or manually record in-person discussions. The AI transcription captures speaker identification and timestamps for easy reference.
ChatGPT (via OpenAI API)
Extract action items and decisions
Process the meeting transcript with a prompt to identify action items, decisions made, deadlines mentioned, and responsible parties. Format output as structured data with task descriptions, assignees, and due dates.
Asana
Create project tasks automatically
Use Asana's API to automatically create tasks from the extracted action items. Set project, assignee, due date, and include meeting context. Add tags for easy filtering and tracking.
Workflow Flow
Step 1
Otter.ai
Record and transcribe meeting
Step 2
ChatGPT (via OpenAI API)
Extract action items and decisions
Step 3
Asana
Create project tasks automatically
Why This Works
Eliminates the manual work of parsing meeting notes and creating follow-up tasks, while ensuring accountability with clear ownership and deadlines.
Best For
Project managers and team leads who run frequent meetings and need to ensure nothing falls through the cracks
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