Meeting Minutes & Action Items with AI
Listens into meetings (Teams/Zoom/Meet), generates structured notes and tracks action items until completion.
At a glance
4 hours/week
time saving
5x within 2 months
expected ROI
Live in 1 weeks
from intake to production
GDPR-compliant
EU hosting & human-in-the-loop
Time savings and ROI are indicative and depend on your process, data and volume.
Before & after
From manual to automatic
Meetings without follow-up waste time
- Notes are not written or arrive days later, causing crucial decisions to be lost.
- Action items are agreed upon but not tracked — no one is accountable for follow-up.
- Lots of time in meetings leads to decisions that stay unexecuted because no one is monitoring the follow-up.
From meeting to action in 60 seconds
- Listens in via Teams, Zoom or Google Meet and automatically generates structured notes with decisions and action items.
- Sends a summary after the meeting to all participants, with a deadline and owner for each action item.
- Tracks action items via Slack/Teams reminders and reports which items are still pending for the next meeting.
- Builds a searchable knowledge base of all meetings, decisions and documents.
Workflow
How it works
See how the agent moves through the process step by step — you stay in control of every decision.
Workflow in action
Meeting Minutes & Action Items · Automatic meeting notes and action item tracking
Attend meeting
apiStep 1 of the automated process.
Transcribe audio
analysisStep 2 of the automated process.
Structure notes
dataStep 3 of the automated process.
Extract action items
outputStep 4 of the automated process.
Schedule follow-up
apiStep 5 of the automated process.
0
Steps completed
5
Total steps
What it delivers
More done, less meeting time
The agent turns every meeting into a productive session by automatically capturing decisions and action items and following up on them.
no manual note-taking anymore
more action items completed
quickly find what was discussed
Figures are indicative and depend on your processes and volume.
Integrations
Works with your software
Integrates with video meeting platforms, project management tools and communication channels.
Meeting Platforms
Project Management
Documentation
Communication
Frequently asked questions
How does meeting transcription work?
The agent listens in via the meeting platform integration and transcribes in real time. After the meeting, the transcript is processed into structured notes.
Can the agent distinguish between speakers?
Yes, speaker diarisation identifies who said what. With Teams and Zoom, names are linked directly to participant profiles.
Is this GDPR compliant?
Yes, all participants are informed that transcription is happening. Data is processed on EU servers and you control the retention period.
What does this agent cost and how quickly can we have it running?
Standard agents like this start from €2,500; a custom-tailored version starts from €5,000. Implementation is typically live within about 1 week, since it mainly involves connecting to your existing meeting platform and project tools. We recommend starting with a free AI scan to confirm the right setup for your organization.
Which tools does it work with besides the meeting platform?
It connects with Microsoft Teams, Zoom and Google Meet for transcription, project management tools like Asana, Monday.com, Trello, Jira and Linear for action items, documentation platforms such as Notion, Confluence, Google Docs and SharePoint, and communication channels including Slack and email for summaries and reminders.
Does the agent send information or create tasks without anyone checking?
The generated notes and action items are shared with participants right after the meeting so everyone can flag mistakes. You decide which project tools receive tasks automatically and which updates require someone to confirm first.
Can we adjust the agent to how our teams work?
Yes, note structure, which meetings are covered and which project tools receive action items are configured per team. If a connected platform changes its API or your workflow changes, we update the integration and configuration accordingly.
No matching agent? Have a custom AI agent built
Your process is unique. We build AI agents tailored to your workflow, integrations and goals. Contact us for a free intake.
Deep dive
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You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we workGet started with Meeting Minutes & Action Items
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.