Pull action items from call and meeting notes

Here’s how you can automate the process of extracting any action items out of your call or meeting notes, and then add them automatically to your project management software or your to-do list.

We use Granola for meeting notes and Notion for some things, so we’re gonna use that in this example.

Let’s start by adding the Granola and Notion connections. “Connect my Granola and Notion.”

Great. So Notion is already connected. Yes, you can read meeting transcripts. That’s exactly what I want you to do. So now that we have Notion and Granola connected, what I actually am gonna do is go to Granola and create a webhook so that it triggers and basically fires off every time a meeting concludes.

Before I go to Granola, why don’t we create a page in Notion that is gonna be our to-do list. “Make a brand-new page in Notion that is our to-do list that you can add action items to as they come up. I will also want you to tag me when you create action items that are meant for me.”

So while it’s doing that, let’s go into Granola here. From Granola, this is how you set up a webhook. First, you go to your organization and click Settings. From Settings, you’ll go to Connectors, and then you’ll go to Webhooks. From here, you click Set up a webhook. I’ll have it send an event only on notes that I create, and then let’s just have it fire whenever a new note is ready. So now we need a destination URL, which is something I’ll get from Tasklet.

If you’re ever going through a process and setting up a connection, if building a webhook and going through this process is new for you, you can always also screenshot and then plug it into your Tasklet and just say, “I need a destination URL here. Help me out.” You can always screenshot, give it to Tasklet. That is a great thing to do whenever you’re not sure what the next step is.

So now we have our destination URL, which I can plug into Granola, and it says, “When I have action items, I will add it to our to-do list in Notion and mention you.” That is exactly what we want. So let’s take this URL, go back into Granola, and create the webhook.

Looks like a webhook has been created, so let’s send a test event. Go back into Tasklet and confirm it’s working. There we go. Let’s pull it all together.

I’ve created a new note, and let’s throw out some action items there. “For Joe, you need to pick blueberries. For John, you need to paint the town red. And for Mark, your action item is to complete the Granola action item video. End of meeting.”

Okay, so meeting’s over, generating notes. Let’s go into Tasklet and see what happens. Process incoming Granola notes. Added one action to our Notion list. Let’s click on it. Mark and Kiwi to-do list. Film and edit the Granola action item video, and I’m tagged. Perfect.

That is how you can automate the process of extracting action items, and if you’re using Read AI, or Fireflies, or any of the other tons of different call notes or meeting notes apps, you can set up the same process or do something similar. And this could have also gone into Asana, or Monday, or ClickUp, or any other project management software that you want, so that it can assign it to you, to your teammates, distribute it to whoever it needs to go to. And it’s all orchestrated and pretty easy to set up, right here in Tasklet.