Meeting follow-through
Meeting action items
Turn meeting notes into tasks with owners and due dates, calendar blocks, and follow-up emails. Caddy can put the next steps where they need to be.
Turn the action items from today’s supplier call into tasks in our Notion list, with the owners and due dates from the notes
Created three tasks: Sam to confirm quantities by Thursday, you to approve packaging by Friday, and Maya to send delivery dates by Monday. Each links back to the call notes.
The problem
Meeting notes are useful only if someone turns them into action before the context disappears.
How Caddy helps
- Read meeting notes and transcripts from connected tools.
- Find decisions, owners, and follow-up tasks.
- Create reminders, tickets, calendar blocks, or recap messages from the notes.
Why Caddy is different
Caddy lives in Messages. Text it what needs doing, and it can work across websites and connected apps to finish the job. Review outgoing emails, invitations, and purchases before they go through.
What the workflow looks like
- 1
Point Caddy to the meeting notes in a connected app.
- 2
Tell it where the action items should go, such as a Notion task list or your calendar.
- 3
Caddy creates the tasks or events and prepares any outgoing recap for review.
Texts to try
- “Turn today’s supplier call notes into tasks in our Notion list.”
- “Block 30 minutes tomorrow to work through my action items from that call.”
- “Write a recap of the agreed delivery dates and send it to the supplier after I review it.”
Common scenarios
Find action items in meeting notes
Caddy can search notes or transcripts for decisions, owners, due dates, and promised follow-ups.
Create reminders from commitments
Turn action items into reminders so meeting follow-through does not depend on memory.
Related: AI reminders that text youClose the loop after meetings
Use Caddy to draft follow-up notes or create project tasks from the meeting context.
Related: End-of-day wrap-upBest ways to use it
- Ask for owners and due dates separately when notes are messy.
- Use this after recurring team meetings to keep action items moving.
- Pair with end-of-day wrap-up to catch unresolved follow-ups.
Frequently asked questions
Can Caddy search meeting notes?
Caddy can use connected meeting-note sources to find action items and summarize follow-ups.
Can Caddy remind me about meeting tasks?
Yes. Caddy can turn meeting action items into reminders or follow-up messages.
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