Review what was agreed.
Use the notetaker to capture or paste the discussion. Pause to check the transcript and correct speaker names.
IntelligenceTurn conversations into work.
Start a project. Keep the decisions. Create the follow-up. Put your next step into words, and work through it with Intelligence.
Feature availability varies by workspace.
ONE CONVERSATION. A CLEAR NEXT STEP.Global Inc portal
Global Inc kickoff
Liya Morgan · Delivery leadLet’s review the launch checklist before Friday’s client update.
Sam Rivera · Project ownerThursday works. I’ll send over the final scope today.
IntelligenceFollow-upCreate a task for Liya to review the launch checklist by Thursday.
The follow-up is ready to review.
TASK CREATEDReview launch checklist
- Assignee
- Liya Morgan
- Due
- Thursday
FROM KICKOFF TO FOLLOW-THROUGH
The Global Inc portal kickoff
A client call ends with two decisions and a deadline. Here’s how the team keeps the record and turns the next action into work.
Save a useful record.
Save the kickoff transcript to private Drive. Use the saved note when you need to check the scope or revisit a decision.
Make the follow-up explicit.
Ask Intelligence to create Liya’s checklist review for Thursday. Check the saved task before the Friday client update.
PUT IT TO WORK
Small requests.
Useful outcomes.
Explore three ways to use Intelligence in your daily work.
Give the next step an owner.
Turn an agreed action into a task from your conversation. Check the details, then follow the saved result back to your work.
- Describe the work in plain language
- Include the owner and due date
- Review the task after creation
INSIDE THE APP
Right where the work happens.
A conversation becomes a plan, a decision becomes a note, and the next step becomes an owned task.
MEETING NOTES
Keep the decisions clear.
Review who said what and keep the agreed next steps together. Save the transcript to private Drive when you’re ready.
“I’ll review the checklist by Thursday.”One commitment. An owner. A deadline.
PRIVATE DRIVE
A record you can return to.
Keep the kickoff transcript close. Revisit the approved scope before reviewing the checklist or preparing Friday’s client update.
Notes stay notes until you ask Intelligence to create a task.
PROJECT PLANNING
Give the idea a shape.
Start with the outcome: a client portal ready to launch. Build a draft around scope, checklist review, and the client update, then refine the details with your team.
“Help me plan the Global Inc portal launch.”A clear starting point for the work ahead.
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