The reality of action item tracking today
Meetings happen. Decisions get made. Action items get assigned. And then... they disappear into the void: The typical experience:
Action items buried in meeting notes no one reads again
No clear owner or deadline assigned
Manual follow-up falls on the Chief of Staff or EA
Same topics resurface in future meetings because nothing got done
How this flow looks in Triform
After each meeting, Triform reads the notes (from Notion, Google Docs, or your meeting tool), extracts action items with AI, identifies owners and deadlines, creates tasks in your project management system, and sends reminders as deadlines approach.
Integrations used in this flow
Google Calendar
Automatically schedule meetings across time zones, block focus time intelligently, and prep for upcoming calls.
Asana
Keep Asana tasks synchronized across systems, auto-update project status, and streamline task handoffs.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Accountability without the admin work
Every commitment from every meeting gets tracked, owned, and followed up — without anyone manually maintaining spreadsheets or chasing updates. This means:
- Leadership commitments actually get completed
- Chiefs of Staff focus on strategic work instead of tracking
- Clear visibility into organizational execution
From scattered notes to systematic tracking
Connect your meeting notes tool (Notion, Google Docs, etc.)
Connect your task management system
Define how action items should be assigned and tracked
Set up reminder and escalation rules