Auto-create task tickets from meeting notes

To auto-create task tickets from meeting notes, you can follow a structured process that leverages tools or software to automate ticket creation. Here’s how you can set up the workflow:

1. Take Detailed Meeting Notes

• Ensure your meeting notes capture key points: tasks, owners, deadlines, and priorities.

• Focus on action items, decisions, and follow-ups.

• Use bullet points or a structured template to make it easy to parse out tasks.

2. Use Note-Taking Tools with Task Management Integration

• Notion or Evernote: These tools can capture meeting notes and allow you to tag action items or use templates that trigger task creation.

• Microsoft OneNote: It has integration with Microsoft Planner for creating tasks from notes.

3. Automate with Zapier or Integromat (Make)

Use automation tools to create tickets automatically by setting triggers. For example:

• Zapier: Connect your note-taking app (e.g., Google Docs, Evernote) to a task management system (e.g., Jira, Trello, Asana).

  • Trigger: New meeting note is added or updated.

  • Action: Create a new task ticket in the project management tool based on the note’s action items.

• Integromat (Make): Similar to Zapier, you can set up workflows between your tools. For example:

  • Trigger: A specific tag or keyword in the meeting note (e.g., “action item”).

  • Action: Create a task in a ticketing system like Jira or a project management tool.

4. Use AI-Powered Tools

• Otter.ai: Transcribe meeting notes and extract action items. It can integrate with tools like Slack or Trello to automatically create tasks.

• Fireflies.ai: It can record meetings, identify action items, and automatically create tasks in project management tools.

5. Template for Action Items in Notes

If you use a manual process, create a simple template to help extract tasks more easily:

• Task Name: Short, clear description of the task.

• Assigned To: Who is responsible for completing the task.

• Priority: Low, Medium, High.

• Due Date: Date when the task needs to be completed.

• Details/Notes: Any additional information that will help in task completion.

• Status: To track progress (e.g., Not Started, In Progress, Completed).

6. Integrate with Your Ticketing System

Once tasks are identified, integrate them directly with your ticketing system. For example:

• Jira: Automatically create issues with meeting notes and update status or assign to relevant users.

• Trello: Convert notes into Trello cards with due dates and team members assigned.

• Asana: Add tasks from notes using the Asana API or Zapier.

7. Regular Check-ins

• Regularly review the tasks created from meeting notes to ensure they are actionable and relevant.

• Ensure that all tickets are tracked and closed once completed.

By automating the process of task creation, you can save time and ensure no action item slips through the cracks.