Workflow 3: Approve and track actions
Last updated 30 September 2026
On this page
- Goal: turn the AI's draft follow-ups into dated, prioritised, owned actions and keep them moving.
- Performed in the browser: yes (self-assignment only; assigning to other people needs team members).
Watch it#
Step-by-step, without the animation
Step 1 The minutes found four follow-ups
Step 2 Approve them to put them on the list
Step 3 Give an action a due date
Step 4 Set how urgent it is
Step 5 Record progress as you go
Step 6 Follow every action in the Action Centre
Step 1: Approve drafts#
Meeting → Actions tab → Approve each right draft, or Approve all. A toast confirms ("3 approved.").
Step 2: Set a due date#
Click the calendar icon → Today / Tomorrow / Next week, or Pick a date → Set (ACT-2026-0001 → 9 Oct).
Step 3: Set priority#
Click the flag → Urgent / High / Medium / Low / No priority.
Step 4: Assign it#
The assignee list offers On nobody's list or Me (and team members when you have them). ACT-0001 shows "On your list".
Step 5: Record progress#
Change the status to On-going. The app asks "What are you working on?"; type a note → Save. For Done it asks "What was done?".
Step 6: Discuss in Activity#
Activity opens the history and a comment box. Type → Send. Every change is listed: found in the meeting, approved as ACT-2026-0001, due date, priority, assignment, status.
Step 7: Follow everything in the Action Centre#
Actions (bottom bar) shows all actions across meetings, bucketed (Later, Done this month…), with Status and Priority filters.
Result#
Four tracked actions with dates, priorities and one completed. The Actions badge in the bottom bar counts the one assigned to you.
Note#
Owners and deadlines named in the minutes are not copied onto approved actions; set them as above.