Operations & DocstrackingpipelineShippedVerified by us

Decisions from a Call

Transcript → decisions and tasks by workstation

A robot secretary turns call remarks into decisions and task cards

In short

Transcripts accumulate in files, agreements are forgotten, and tasks from conversations don't make it to the board.

Outcome

A new transcript is transformed into a brief summary, confirmed decisions, tasks, and a meeting page without reprocessing.

How the automation runs

Trigger

A new transcript with 'new' status appeared in the folder

Automation steps

  1. Identifies recording type and extracts only explicitly stated decisions
  2. Separates team tasks, personal actions, and hypotheses
  3. Sends tasks with known assignees to the board
  4. Saves meeting summary and marks source as processed

Human check

A task without an explicitly named assignee is not created automatically and goes to a list for assignment.

Outcome

A new transcript is transformed into a brief summary, confirmed decisions, tasks, and a meeting page without reprocessing.

Automation diagram

The overall logic is public
Input
TriggerA new transcript with 'new' status appeared in the folder
System
Step 1Identifies recording type and extracts only explicitly stated decisions
System
Step 2Separates team tasks, personal actions, and hypotheses
System
Step 3Sends tasks with known assignees to the board
System
Step 4Saves meeting summary and marks source as processed
Human
Human controlA task without an explicitly named assignee is not created automatically and goes to a list for assignment.
Outcome
Observable outcomeA new transcript is transformed into a brief summary, confirmed decisions, tasks, and a meeting page without reprocessing.

Using it

When to use it

When there are more than a few calls per week, transcripts already exist, but decisions and tasks from them are lost.

How to verify

Verify one call: the summary contains no fabrications, assignees are correctly indicated, and undefined tasks are listed separately.

Tools

pythonwhispernotionobsidian

Recipe details

Time2 eveningsDifficulty3 of 5Steps5Prerequisites3
Access to the whole library

Open every recipe through @venturehunter

We ask for no phone number, no password and no Telegram login on the site. @penioza_bot checks your subscription inside Telegram and brings you back here with access to every kit, not just this one recipe.

No emailNo site loginOne check for the whole libraryBuildable starter

Need help putting this in place?

We will walk through your process and build this loop around your data, your limits and your people.

Message me — I will help