Action Items from Operations Calls

What does this mean?

Ensures seamless task execution and accountability, enhancing cross-departmental collaboration and reducing the risk of missed deadlines.

How it works?

Transcribe and capture cross-functional tasks from meetings, automatically assigning owners and due dates, and integrating them into project management tools and CRMs.

Workflow Steps

Step 1: Trigger on meeting end

The Workflow activates automatically when an operations call concludes, using the Meeting Ended trigger to capture the full conversation.

Step 2: Transcribe and analyze the meeting

Cassidy transcribes the call and identifies cross-functional tasks, owners, and due dates from the discussion.

Step 3: Structure action items

The Workflow extracts each task into a structured format—including task description, assigned owner, department, and deadline—ready for distribution.

Step 4: Route to project management tools

Cassidy automatically creates tasks in your project management system (like Jira or Asana) with the correct assignees and due dates attached.

Step 5: Update CRM records

Relevant action items are logged to your CRM via integration, linking tasks to the appropriate accounts or contacts for full visibility across teams.

Step 6: Notify stakeholders

The Workflow sends a summary of action items to relevant team members via Slack or email, so everyone knows their responsibilities and deadlines without digging through notes.