Meeting Notes Agent

About this template

A meeting notes agent. It listens to your calls, pulls out the key decisions and action items, writes clean notes, and sends a summary to everyone who was there.

This is a starting point for an agent. Connect the sources it needs, review its instructions, then send your first message. Recurring runs can be configured separately.

Apps it works with

Choose which accounts your agent can use. You can connect missing apps during setup or later in your workspace.

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  Gong

  Call recordings, transcripts, and deal signals.

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  Google Docs

  Create and edit documents, comments, and suggestions.

• 

  Google Calendar

  Create events, check availability, and manage schedules.

• 

  Gmail

  Read, search, draft, and send email with labels and threads.

Try a first message

Add your own links, files or context. The example above is a suggestion; it is not sent automatically.

A few things to know