Meeting action items

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, so the workflow starts where you already text. It can text first when something matters, use connected tools when you allow it, and ask for approval before sensitive actions like sending email or changing calendar details.

What the workflow looks like

1. 1

   Connect your meeting notes source.

2. 2

   Ask Caddy what action items came out of a meeting.

3. 3

   Tell Caddy which tasks, reminders, or follow-ups to create.

Texts to try

• “What did I promise in the product meeting?”
• “After every meeting check the notes in granola and then send me the list of action items”
• “Remind me tomorrow to follow up on the two open items from our product weekly”

Common scenarios

Best 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