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Close the loop after meetings

After a meeting, notes go out, tasks get created and follow-ups are scheduled.

Founders and leadership · When something happens · Updated

Works with

How do you close the loop after meetings?

To close the loop after meetings, connect your notes tool and task tracker. When notes are ready, Maito posts decisions and actions in a channel, and once you approve, creates the tasks and schedules follow-ups. It flags actions with no owner so they don't get lost.

How it's done today

Decisions from meetings are forgotten.

What Maito does

  1. Read the notes or transcript
  2. Write decisions and actions
  3. Create tasks
  4. Schedule the follow-up

Example

Loop run: Fireflies notes ready · Leadership sync

leadership
Maito APP 11:02 AM

Leadership sync, Oct 19. Notes from Fireflies. Decisions • Hold the price increase until after the Nov 18 launch • Approve 2 support hires • Move the all-hands to Nov 12 Actions • Dana: send Globex the revised quote by Wed • Jo: list renewals due in November by Fri • Omar: update the hiring budget • Tom: book the all-hands room • Sam: send the support hiring plan • Someone: tell the board about the launch date. Nobody was named. Catch: on Oct 5 you froze hiring. Today's decision to hire 2 conflicts with that. Is the freeze over? Reply OK and I'll create the 6 Linear tasks and book the next check-in.

Kate 11:10 AM

@Maito freeze is lifted for support only. The board note is mine. OK.

Maito APP 11:11 AM

Done. 6 tasks created in Linear, the board note is yours, due Oct 26. Next check-in booked for Monday Oct 26 at 10:00 AM.

Example complete

How to set it up

When something happens Close the loop after meetings
Ask your agent

“After each Monday leadership sync, read the Fireflies notes. Post decisions and actions in #leadership, and once I OK the notes, create the Linear tasks and book the next check-in.”

Connect call notes
  • Granola
  • Fireflies
  • Fathom
  • Otter.ai
  • Read AI
  • Zoom
Connect task tracker
  • Linear
  • Asana
  • ClickUp
  • Jira
  • Trello
Connect calendar
  • Google Calendar
  • Microsoft 365
  • Cal.com
  • Calendly

Not connected yet? Your agent sends you a link to sign in.

What it won't do

It only knows what the notes capture, so decisions made off the record are missed. It doesn't assign an owner for you when none was named.

Questions

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