Playbook · Meetings
Meeting follow-up
Turn a meeting's notes into action items and a follow-up email, while it's still fresh.
Granola
Todoist
GmailThe hour after a meeting decides whether anything happens. This takes the notes, finds who agreed to what, and gets the follow-up ready for you to send.
What you’ll get
The action items in your task list, and a follow-up email waiting in your drafts.
Example output
Draft to Dana, Sam: Thanks both. Decided: launch moves to the 14th. Dana: final copy by Friday. Sam: pricing page by Monday. I'll send the announcement.
The method
4 steps- 1Read the notes.
Find the meeting's notes and transcript, and who was there.
Granola - 2List the action items.
Each with who owns it and when it's due, as they were said. Note decisions apart from tasks.
- 3Add your action items as tasks.
Only the ones the user owns, each with a link to the notes.
Todoist - 4Draft the follow-up.
A short email to the attendees: what was decided, who does what by when. Save it as a draft for the user to review.
Gmail
A playbook is a method your AI assistant follows with your own accounts, connected to Upsy: you choose what each assistant may use, and it never gets more than that. Add this one to your Upsy, change it to how you work, and ask any assistant to run it.