Turn a meeting transcript into decisions and owners

Setup

1. 01

   Open Zapier Agents where the source material already lives

   Use the account, repo, or folder that has the real files. If you cannot see them, stop.

2. 02

   Paste the prompt and name the exact input

   Decision, owner, and date. Omit small talk.

3. 03

   Check three facts against the source

   A wrong date, amount, or name means the draft is not ready.

4. 04

   Keep the stop rule

   Do not assign work in the tracker.

Metrics

These are editorial labels so you can compare playbooks. They are not measurements.

Hands-on time

Twenty minutes

You still approve

Do not assign work in the tracker.

Questions