Action Items from Success Calls

What does this mean?

Ensures commitments are tracked and delivered on time, improving accountability, follow-through, and customer confidence after every review.

How it works?

Captures next steps from EBRs and QBRs directly from meeting notes and transcripts, then assigns owners and due dates in your task system with a summarized follow-up sent to the account team.

Workflow Steps

Step 1: Trigger on meeting end

The Workflow activates automatically when an EBR or QBR concludes, pulling in the meeting notes and transcript directly from your connected meeting tool.

Step 2: Extract action items

Cassidy analyzes the transcript and notes, identifying commitments, next steps, and follow-up items discussed during the review.

Step 3: Assign owners and due dates

The Workflow parses each action item and assigns responsible owners and realistic due dates based on the context of the conversation and your team structure.

Step 4: Create tasks in your task system

Using an API request or native integration, Cassidy automatically creates tasks in your project management tool (like Jira or Asana) with the assigned owners, due dates, and relevant context from the call.

Step 5: Generate account team summary

The Workflow drafts a concise follow-up summary highlighting key commitments, owners, and timelines—formatted for easy scanning by the account team.

Step 6: Send follow-up to account team

The summary is delivered via email or Slack to the account team, ensuring everyone has visibility into what was promised and who's responsible for delivery.