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Leadership & knowledge

Meeting & Action Tracker

Actions that survive the meeting.

The first fifteen minutes of every recurring meeting stops being 'what did we say last time', and actions stop dying quietly.

~70%

of actions closed before the next meeting

3–5 weeks

to build

01What people ask itAsked by anyone who runs recurring meetings and watches actions evaporate

In their words, not ours.

  • “What did we agree in last week's site meeting?”
  • “What's still open from the last three toolbox talks?”
  • “Who owns this action and when is it due?”
  • “What did we decide about the retaining wall?”
  • “Summarise this transcript into decisions and actions.”

What it does about it

  • Turns meeting notes and transcripts into owned, dated actions
  • Chases owners before the next meeting rather than during it
  • Carries the open list into the next agenda automatically

What it reads — and only this

  • Meeting transcripts and notes
  • Action register
  • Project records

Where people use itTeams, alongside the meetings themselves. Nothing from the open web, and nothing the model merely remembers.

Built withCopilot Studio / Teams / Dataverse / Power Automate

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