More often than not, post-meeting notes often become a dumping ground for everything that was said, which makes them hard to reference later. This playbook will help you automatically generate a summary of meeting notes and create an Asana task with the action items, allowing for clearer communication and even better followup.
Let's set it up!
Click the 'Pin it' button at the top of this page to get this Playbook saved to your Playbooks. Bardeen will ask you to integrate Asana, if you haven't done so already.
Bardeen will also ask you to enter your meeting notes.
After each meeting, un the playbook and add your meeting notes. The automation will generate a summary and create an Asana task with the action items.
It will summarize the information, create action items based on the meeting notes and also add a section with any unanswered questions. It will even fix any grammar errors while doing these tasks! Finally, the automation will create an Asana task and attach all the information to the description.
Locate additional integration choices for Asana automations, Google Drive integrations, and OpenAI integrations, or connect the combination of both Asana and Google Drive or customize the playbook to better align with your personalized workflow.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!