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Starts with you

Usual mix in Scale · When notes or a transcript land.

Meeting follow-up

Turns notes or transcripts into assigned next steps and chases the owners. You set whether assignments go out on their own.

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Needs
Notes or a transcript, who was there, and the task tool you already use.
Delivers
A task list and chase messages to the owners.
You stay in charge
Next steps and chase. You set whether assignments go out on their own.

Used for

  • Leadership: seven actions, three silent owners

    The recap listed seven next steps. Three people have not moved. The worker chases them in the tool you use. You set whether that ping goes out on its own.

  • After a sales call

    Send the deck, book the next slot. The worker turns the notes into those two tasks. It does not close the deal.

  • Customer kickoff: who owes the access list

    Someone promised a list and it did not arrive. The worker assigns and chases. Access itself stays a human grant.

  • The paper the board was promised

    A document was due after the meeting. The worker keeps the owner on the list until it is there. It does not write the board paper.

Who does this today

The person who currently writes the recap and then chases the list. Often the same person who ran the meeting.

What it does not do

It does not run the meeting. You set whether assignments go out on their own. Owners who push back stay with a person.