Manage AI-generated action items (approve, reject, edit)

How to approve, edit, and reject tasks recommended by the AI Notetaker in your meeting's summary document.

After a meeting, the AI Notetaker suggests action items based on what was discussed. You can approve them as tasks, adjust the details before approving, or dismiss the ones that are not relevant.

Approve a recommended task

When to use: The AI Notetaker's suggested task looks correct, and you want to create it as-is.

1. Click Calendar in the main sidebar.

2. In the secondary sidebar, click Meeting Notes and open the meeting summary document.

3. Scroll down to the Action Items subtitle.

4. Click the green check mark to the right of the task you want to approve.

Expected outcome: The task is created with the name, workspace, project, duration, deadline, and assignee shown in the recommendation.

---

Edit a recommended task before approving

When to use: The suggested task is close, but needs adjustments before you create it.

1. Click Calendar in the main sidebar.

2. In the secondary sidebar, click Meeting Notes and open the meeting summary document.

3. Scroll down to Action Items.

4. Click on the Action Item you'd like to edit

5. Click on any field you want to change before approving to edit the parameters.

6. Click the green check mark to create the task once you're happy with the task´s fields.

Expected outcome: The task is created with your updated details.

Note: An Unsaved changes message will appear below the task until it is approved.

Field reference

• Task name: Click the pen icon to the right of the task name to make it editable. Type or paste the new name.

• Workspace and project: Click the recommended workspace to open the selector and choose where the task should be created.

• Duration: Click the estimated duration to choose a quick option or type a specific value. Tasks under 5 minutes become reminders. The maximum duration is 40 hours.

• Deadline: Click the date next to the duration to open a mini calendar. Select a date or choose a preset: Today, Tomorrow, This week, 7 days from now, Next week, In 2 weeks, This month, or Next month.

• Assignee: Click the recommended owner to open the teammate selector and choose the correct person.

---

Reject a recommended task

When to use: The suggested task is not relevant, and you do not want to create it.

1. Click Calendar in the main sidebar.

2. In the secondary sidebar, click Meeting Notes

3. Open the meeting summary.

4. Scroll down to Action Items.

5. Click the red cross button to the right of the task you want to dismiss.

Expected outcome: The task is struck through, and no task is created. To undo the rejection, click the arrow button to the right of the crossed-out text.