Workflows & Automations
Turn Meeting Notes Into Tasks Automatically
Back-to-back calls create a predictable problem: by the end of the week you remember promising several things but not exactly what, to whom or by when. This walkthrough turns that loose follow-up into a system. First, meeting notes flow into the CRM automatically so every call is already logged. Carly then reads the output from your meeting recorder and pulls the actual commitments you made, not just a summary of the conversation. Those action items become tasks in Todoist, Google Tasks, Carly's built-in to-dos or the project manager you already use, and a second automation can put the work on your calendar. The same idea reaches beyond calls: an hourly workflow checks sent email for commitments such as saying you will send something or get back to someone and creates tasks only when it finds a real promise. The result is one task list that catches what you owe whether you said it in a meeting or typed it in an email.
Step by step
- 01
Log meeting notes in the CRM automatically
Connect your meeting recorder and CRM so every completed call writes its notes to the right records without manual entry. This gives Carly a reliable history to work from.
- 02
Ask for commitments, not another summary
Have Carly read the meeting notes and extract the specific things you promised to do, including an owner and due date whenever the conversation provides them.
- 03
Choose where the tasks should live
Send the extracted actions to Todoist, Google Tasks, Carly's built-in to-dos or your existing project-management system.
- 04
Catch promises made over email
Run an hourly workflow over sent mail to find commitments such as saying you will send something or follow up. Messages with no promise are skipped.
- 05
Block time to do the work
Connect the task list to your calendar so a dated task becomes time reserved to complete it instead of another item waiting indefinitely in a list.
- 06
Start from a prebuilt workflow
Choose the meeting-recorder or sent-email template that matches your tools, copy its prompt and send it to Carly. The trigger and actions are already laid out.
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See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."