Meeting notes

What it does

Behaviours, not fields. Choosing between two modules is choosing between these.

Actions are extracted rather than buried in prose, because a note nobody can act on is a transcript.

Newest first, so the commitments still open are the ones you see.

Each action carries an owner and a date, which is what makes it a commitment rather than a note.

How it works

1
Notes are captured during or immediately after, newest first.
2
Actions are extracted rather than left in prose, because a note nobody can act on is a transcript.
3
An action carries an owner and a date, which is what makes it a commitment.
4
Open actions stay visible, so one from three weeks ago is not quietly forgotten.

Best for

Activity, audit trails, "what changed since I last looked".

Not the right choice for

The current state of anything — a feed is history.

What a row holds

Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.

Field	Type	Filled from
Meetingrequired	text	What the conversation was, named so it can be found again.
Daterequired	date	When it happened. Drives the ordering.
Actionsrequired	longtext	What somebody agreed to do, with the owner and the deadline extracted.

What it does not do

A module chosen for something it cannot do costs more than one that was never offered.

No transcription. Somebody still has to say what happened.
Actions are text rather than linked task records unless you create them separately.
No attendee list, so who was in the room is only recorded if it is written.
Nothing closes an action; it stops being open when the note is edited.

Before it works

What you have to provide, if anything.

Nothing.
Pair with To-do list if actions need to be tracked rather than only recorded.

In practice

A studio whose client calls produced agreements nobody tracked.

“Agreed on the call: revised retainer to Camille by Friday.”

What was said to the agent

What the agent built

A meeting entry with the action, the owner and the deadline.

What changed

An action from three weeks earlier was still open and visible. It was the reason a supplier review had stalled.

Better with

These do a different job on the same data. An agent can have all of them.

To-do listLive

The work is a sequence of small independent things and nobody needs to know what stage each is at.

ContactsLive

Almost any agent that talks to more than one person and needs to remember who they were. The default people module when nothing more specific fits.

Decision logLive

Decisions get revisited, and nobody can remember whether an option was already considered and dismissed.

Who uses this page

Freelance developer

Filters the enquiries worth your time and scopes them before the first call.

Consultant

Qualifies the engagement and captures the problem before the first conversation.

Questions

What data does the Meeting notes page use?

It reads note records the agent has collected. Notes per meeting. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a feed the wrong choice?

The current state of anything — a feed is history. It is best for: activity, audit trails, "what changed since I last looked".

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.

More in Knowledge & ideas

The most-read article is the one about getting started, which is usually the tell.

Connecting a custom domainSetup
Why is my agent not replying?Troubleshooting
Choosing modules for your agentGetting started
Billing and plan changesAccount

Knowledge base

Reference the agent answers from.

Change an answer here and the agent starts giving the new one.

Do you deliver outside Paris?Yes — anywhere in France, 2–4 working days.
Can I change an order after paying?Until it ships. Message the agent and it will handle it.
Do you do wholesale?From 12 units. Ask for the trade price list.

FAQ

Question/answer pairs.

Packaging turns out to sit between two unrelated plans. That is the map earning its keep.

Trade pricingWholesale enquiriesSubscription boxesCafé partnerships

Trade pricing → Wholesale enquiries

Idea mapping

Ideas linked by relation.

One root, branches beneath. The shape is the argument.

Opening a second siteMoneyLease vs buyStaffing

Opening a second site → —

Mind map

Branching concept map.