Project Manager
Action items pulled out of threads and onto one board
Meeting Notes & Actions: Meeting notes turned into decisions and owned actions
Free to start · Invites go out in batches
- The notes doc nobody reopens
- The action-item spreadsheet
- Note-takers like Otter, for the follow-through
What's included
4 lists of records, 4 automations and 1 document. Every automation works from the records you keep here, so a change made once is the one they all see.
Your records
Every list as your copy starts it: its fields, and sample records you can clear in one go.
| Title | Held At | Kind | Attendee Names | Attendee Ids |
|---|---|---|---|---|
Weekly product sync | Yesterday, 10:00 AM | Internal | You, Ada Mensah, Marco Reyes | Ada Mensah, Marco Reyes |
Northwind — proposal review | 2 days ago, 2:30 PM | Customer | You, Dana Okafor, Marcus Feld | Dana Okafor, Marcus Feld |
Lin Zhao — technical screen | 3 days ago, 3:30 PM | Interview | You, Lin Zhao | Lin Zhao |
1:1 with Ada | 4 days ago, 9:00 AM | 1:1 | You, Ada Mensah | Ada Mensah |
Vantage Freight — security review kickoff | 5 days ago, 11:00 AM | Customer | You, Grace Mbeki, Arun Patel | Grace Mbeki, Arun Patel |
Pricing working session | 8 days ago, 1:00 PM | Internal | You, Ada Mensah, Marco Reyes | Ada Mensah, Marco Reyes |
- Decisions, Long text
- Summary, Long text
- Raw Notes, Long text
- Calendar Event Id, Text
- Open Actions, Rollup
| Title | Status | Owner Name | Due Date | Meeting |
|---|---|---|---|---|
Ship the billing fix | In progress | Marco | Tomorrow | Weekly product sync |
Draft the pricing page copy | Open | Ada | In 4 days | Weekly product sync |
Send the revised proposal with the phased timeline | In progress | Empty | Today | Northwind — proposal review |
Confirm Dana is the signatory, not procurement | Done | Empty | Yesterday | Northwind — proposal review |
Schedule Lin's final round | Open | Empty | In 2 days | Lin Zhao — technical screen |
Hand over the onboarding checklist | In progress | Empty | In 3 days | 1:1 with Ada |
- Owner, User
- Date Inferred, Checkbox
- Notes, Long text
| Name | Organization | Notes | |
|---|---|---|---|
Ada Mensah | ada@example.com | Internal | Taking the onboarding workstream. |
Marco Reyes | marco@example.com | Internal | Owns billing and the usage-based tiers. |
Dana Okafor | dana@northwind.example | Northwind Trading | Signs off. Cares about sequencing. |
Marcus Feld | marcus@northwind.example | Northwind Trading | Empty |
Grace Mbeki | grace@vantagefreight.example | Vantage Freight | Economic buyer. |
Arun Patel | arun@vantagefreight.example | Vantage Freight | Security gate. Nothing moves without him. |
- Meetings Attended, Rollup
- Senders, Text
What runs on its own
Every automation that starts by itself installs switched off.
Turn notes into actions
Runs on its ownForward meeting notes or a transcript to this automation's address from an address in Notes settings. The notes are saved as a meeting, its decisions and action items are pulled out, and a recap comes back to you. Mail from anyone else is never read: you're told instead.
File meetings you record
Runs on its ownWhen the notes of a meeting you record in Cheqq are ready, files it in Meetings, on the calendar's meeting when it was on your calendar, with its decisions, summary and transcript, and adds its action items. Only your own recordings, never a teammate's.
Bring in today's meetings from your calendar
Runs on its ownNeeds a calendar connection, and stays off until you connect one and turn it on. Then, each weekday morning, it adds a meeting for each of the day's events with other people, adds anyone new to Attendees, so notes have somewhere to land, and sends you the day's list.
Chase open action items
Runs on its ownEach weekday at 9, lists the open action items that are due today or overdue, by owner. Says nothing when nothing is due.
Documents to run it by
- Guide
How Meeting Notes works
What's in it, what runs for you and when, and a routine for your first week.
Set up in 4 steps
Meeting Notes turns your notes from any meeting into the decisions made and the action items someone owns, and reminds you when they're due. It arrives with sample meetings so you can see it working. These steps make it yours.
Learn how it works
What's in it, what runs for you and when, and a routine for your first week.
Bring in your last meeting
Paste your notes or a transcript, or upload a file or a photo. You get the decisions and action items back. Meetings you record in Cheqq are filed on their own.
Send notes by email
Choose who can send notes in, and get the address to forward them to. It works once you turn the automations on, next.
Turn it on
Notes by email, and a weekday reminder of the action items that are due.
Before and after
Forward your meeting notes or a transcript to its Cheqq address, and a recap comes back: what was decided, then each action item with its owner and due date, all saved against the meeting. Each weekday at 9, you see what's due or overdue, grouped by who owes it.
Today
The meeting ends with six things agreed. Someone's notes have them, in a paragraph, between what was decided and what was only floated. A week later nobody can say who said they'd send the revised proposal, or which Friday “end of week” meant.
The actions sit in a doc that doesn't get reopened, the decisions sit with whoever remembers them best, and the overdue ones surface when a customer asks where the proposal is.
With Meeting Notes & Actions
After the meeting, send your notes to your Meeting Notes address from one of the addresses you allowed in Notes settings; mail from anywhere else is never read. Typed up, pasted in, or the transcript file your note-taker sends, attached. Your notes are saved as a meeting the moment they arrive, before anything else happens, and then filled in with its title, when it was held, the kind of meeting, who was there, the decisions and a short summary for anyone who missed it, with your notes kept alongside exactly as they arrived.
Each commitment becomes an action item that starts with a verb, with the owner as the notes name them, even by first name only, and a due date. A date that was only implied, like “before the launch”, is worked out and marked as inferred, so you can tell agreed dates from dates read between the lines. Anything discussed but left open stays in the summary, not the decisions.
A recap comes back in the same thread: the decisions, then the action items with owners and dates. Send the same meeting's notes again and its record is updated rather than duplicated.
Each weekday at 9, if anything is due or overdue, you get the list grouped by owner, oldest first, with the meeting it came from and how many days late it is. On a day with nothing due, there's no message. Getting started on its Home has you bring in your last meeting first, so you see what comes out before you rely on it.
How it works
Send the notes
Typed, pasted or a transcript, in an email to its Cheqq address or attached to it, from an address you've allowed. Your notes are saved as a meeting the moment they arrive, exactly as you sent them.
Decisions and actions come out
What was settled is separated from what was merely discussed, and every commitment becomes a task with an owner and a date. Inferred dates are flagged as inferred.
What's due comes back to you
Each weekday at 9, it names what is due or overdue, grouped by who owes it, so you know who to ask.
What it replaces
The notes doc nobody reopens
Every meeting's decisions and actions sit in one searchable list, next to the notes they came from.
The action-item spreadsheet
Owners and due dates are filled in from the notes, and what's due comes back to you each weekday.
Note-takers like Otter, for the follow-through
It doesn't join or record calls. If you already have notes or a transcript, it turns them into decisions and owned actions and lists what's due each weekday.
Change it by asking
Once it's yours, describe a change the way you'd ask a colleague, and Cheqq makes it.
- Add a Project field to Meetings
- Send the due list at 8:30 instead of 9
- Mark Ada's actions from the pricing session done
- What did we decide about pricing this month?
- Add a Sales call kind for meetings
- Which open actions have inferred due dates?
Questions about Meeting Notes & Actions
What can I send it?
Notes in the body of an email or attached to it: notes you typed, notes pasted in, or a transcript your note-taker emailed you, including one sent as a Word document, a PDF or a text file.
Who gets the recap?
Whoever sent the notes, as a reply in the same thread from the template's address. Only the addresses you list in Notes settings can send notes in, so the recap never goes to anyone else, and it isn't sent to the other attendees; forward it on if they should have it.
Does it chase the people who owe actions?
No. It tells you, not them: each weekday at 9, if anything is due or overdue, you get the list grouped by owner. Owners are kept as the notes name them, and you can link each action to a teammate in your workspace.
What if something goes wrong reading my notes?
Your notes are already safe. They're saved as a meeting the moment they arrive, exactly as you sent them, before the decisions and actions are pulled out, so nothing you sent is lost.
Can I search what was decided?
Yes. Every meeting keeps its decisions, summary and original notes, so you can ask Cheqq what was agreed with a customer last month, or filter meetings by kind or date. The Meeting Overview dashboard shows action items by owner and by status.
Can my team use it?
Yes. Invite them to the workspace and everyone sees the same meetings and actions. Add each note-taker's address to Notes settings, and the recap goes back to whoever sent the notes.
Can it pull meetings from my calendar?
Yes, once you connect a calendar. Bring in today's meetings from your calendar stays off until then; switched on, each weekday at 7 it adds a meeting for each of the day's events with other people, so your notes have somewhere to land, and sends you the day's list. It never changes your calendar.
Does it keep track of who was there?
Yes. Each meeting lists who was there, as the notes name them, and anyone whose email address appears in the notes is added to Attendees, so the people you meet are in one list.
What does it cost to run?
2 of its 42 automation steps use AI, and draw AI credits each time they run: how many depends on the model you pick for the step. The other steps are fixed and draw none.
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Start with Meeting Notes & Actions
You get your own copy: your own records and automations. Change any part of it. Or we'll set it up with you.
Free to start · Invites go out in batches