Extract action items from meetings notes and add them to Todoist

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Automatically extract action items assigned to you from the meeting notes and add them as a task to Todoist.

Steps in this workflow

Event ends

Find document(s)

Extract with GPT-4o-mini

Iterator

Extract with GPT-4o-mini

Create task

How it works

Event ends

App Google Calendar

Trigger Event ends

Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.

Documentation

descriptionTriggers 101

smart_displayHow To Set Up A Trigger - Tutorial

Find document(s)

AppGoogle Docs

Documentation

descriptionActions 101

Extract with GPT-4o-mini

AppOpenAI

Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.

Prompt used

Extract the action items that are assigned to me. Remove my name from the action item. For example 'Jeroen - Call back the customer' should become 'Call back the customer'. Certain action items might be annotated as 'AI Jeroen'. Include these as well. My name is Jeroen. Ignore action items for other people.

Documentation

descriptionAI steps

descriptionPrompt tips

Iterator

Iterators let you perform a single action or multiple actions for each item in a list.

Documentation

descriptionFlow control: Iterators

Extract with GPT-4o-mini

AppOpenAI

Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.

Prompt used

Extract the date it the text contains a date. If not, leave it empty

Documentation

descriptionAI steps

descriptionPrompt tips

Create task

AppTodoist

Documentation

descriptionActions 101

If you are in a lot of meetings you'll likely have action items assigned to you all over the place. This workflow waits for the meeting to end, automatically extracts all action items assigned to you and adds them as a task in Todoist.
This way no action item will slip through the cracks!

Jeroen Jillissen

Designer

Extract action items from meetings notes and add them to Todoist

Steps in this workflow

How it works

See this workflow in action