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Agents Meeting To Action Agent
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Meeting To Action Agent

Transforms meeting notes into actionable Jira tasks with owners, deadlines, and context, using LLMs to ensure clarity and accountability.

About the Agent

The Meeting-to-Action Agent, developed by ZBrain, is purpose-built to convert meeting transcripts or notes into structured, actionable tasks within execution platforms like Jira. Many teams struggle to translate discussion points into clearly defined responsibilities, often resulting in missed follow-ups, delays, and diluted accountability. This agent bridges that gap by automatically identifying action items, assigning them to the appropriate owners, setting due dates, and embedding contextual information, directly from conversations.

Using large language models, the agent analyzes dialogue to detect task assignments, timelines, and decision points. Once identified, these are transformed into well-formed tasks that are automatically mapped to the appropriate project board, sprint, or workflow within the task management system. It also preserves relevant discussion context to reduce ambiguity and ensure clarity of intent.

This automation reduces manual work, supports accountability, and helps teams maintain momentum after meetings. By translating spoken commitments into visible, organized actions, the agent enhances follow-through, accelerates project progress, and improves team collaboration.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Meeting To Action Agent:

Meeting Metadata


    

  • Meeting Title: Q3 Campaign Planning – Ops Sync  
    • 

  • Platform: Fireflies.ai  
    • 

  • Date: July 29, 2025  
    • 

  • Time: 10:00 AM – 11:00 AM EST  
    • 

  • Facilitator: Laura Jensen  
    • 

  • Attendees: Laura Jensen, Jake Martinez, Olivia Reynolds, Marcus Lee, Hannah Brooks  
    • 

  • Jira Project Key: MKTG  
    • 

  • Sprint: Q3_2025_Kickoff_Sprint_1  
    • 





Transcript


[10:02 AM] Laura Jensen

Let’s kick off. First, the status on the Q3 product launch deck. Jake, where do we stand?


[10:03 AM] Jake Martinez

I’ve got the outline ready. I’ll complete the full version by Thursday EOD so Olivia can give it a design pass.


[10:04 AM] Olivia Reynolds

Yep, I’ll block Friday morning to work on visuals—branding, typography, all of it.


[10:07 AM] Laura Jensen

Marcus, you had flagged performance gaps in last quarter’s engagement metrics. Can we pull a comparative report?


[10:08 AM] Marcus Lee

Already started. Should be ready by Monday. I'll include trendlines for the last three quarters.


[10:10 AM] Hannah Brooks

Quick reminder—compliance review for external materials is now a 48-hour SLA. So if we want to go live by the 8th, we need to submit the deck by the 5th latest.


[10:12 AM] Jake Martinez

Noted. I’ll submit a draft to compliance by August 5th, even if it’s not final-final.


[10:16 AM] Olivia Reynolds

Also, the updated pricing sheet is still pending from product. Should I follow up?


[10:17 AM] Laura Jensen

Yes, please ping Jennifer in product ops. We can’t build campaign assets without finalized pricing.


[10:22 AM] Marcus Lee

Unrelated—but our HubSpot workflows have a tagging error. Leads from the new forms aren’t getting assigned properly.


[10:23 AM] Hannah Brooks

I can take that on. Let me check the automation rules today and report back by tomorrow EOD.


[10:27 AM] Laura Jensen

Thanks, Hannah. Also, let’s all drop our Q3 goals in the shared doc by tomorrow—need them before leadership sync on Thursday.


[10:29 AM] Jake Martinez

I’ll add mine after lunch.


[10:32 AM] Olivia Reynolds

Same here. I’ll finish mine after I meet with the creative team.


[10:37 AM] Laura Jensen

Cool. Marcus, can you schedule the next working session for next Tuesday, same time?


[10:38 AM] Marcus Lee

Done. I’ll send a calendar invite right after this call.


[10:42 AM] Hannah Brooks

Do we want to assign a backup owner for the product FAQs update in case we don’t hear from product this week?


[10:43 AM] Laura Jensen

Good call. Olivia, can you own that with Jake as backup?


[10:44 AM] Olivia Reynolds

Sure, I’ll track it and loop Jake in if needed.

Deliverable Example

Sample output delivered by the Meeting To Action Agent:

Jira Tasks Generated from Meeting Notes


Meeting Title: GTM Strategy & Q3 Launch

Date: July 30, 2025

Duration: 58 mins

Participants: Olivia Carter, David Thompson, Rachel Kim, Michael Perez, Laura Evans

Source: Fireflies.ai Meeting Transcript




Task 1


    

  • Task ID: MKT-1023  
    • 

  • Title: Finalize Q3 launch deck  
    • 

  • Description: Compile all updated product metrics, partner quotes, and case study snapshots into the Q3 GTM deck. Ensure visual alignment with Q2.  
    • 

  • Assignee: Rachel Kim  
    • 

  • Priority: High  
    • 

  • Due Date: August 2, 2025  
    • 

  • Link: acmeinc.atlassian.net/browse/MKT-1023
    • 





Task 2


    

  • Task ID: OPS-341  
    • 

  • Title: Confirm Salesforce integration status  
    • 

  • Description: Follow up with engineering on integration testing. Update Olivia with pass/fail summary and any blockers.  
    • 

  • Assignee: David Thompson  
    • 

  • Priority: Medium  
    • 

  • Due Date: August 1, 2025  
    • 

  • Link: acmeinc.atlassian.net/browse/OPS-341
    • 





Task 3


    

  • Task ID: MKT-1024  
    • 

  • Title: Draft initial email campaign copy  
    • 

  • Description: Create two versions of the launch email (with and without product teaser). Include CTA and timeline reference.  
    • 

  • Assignee: Laura Evans  
    • 

  • Priority: High  
    • 

  • Due Date: August 4, 2025  
    • 

  • Link: acmeinc.atlassian.net/browse/MKT-1024
    • 





Task 4


    

  • Task ID: STRAT-227  
    • 

  • Title: Schedule GTM review with sales leadership  
    • 

  • Description: Coordinate a 30-minute alignment call with sales heads to review Q3 goals, launch timelines, and support enablement plans.  
    • 

  • Assignee: Olivia Carter  
    • 

  • Priority: Medium  
    • 

  • Due Date: August 5, 2025  
    • 

  • Link: acmeinc.atlassian.net/browse/STRAT-227
    • 





Task 5


    

  • Task ID: OPS-342  
    • 

  • Title: Set up dashboard for pilot metrics  
    • 

  • Description: Build an analytics dashboard to track key KPIs for pilot customers. Include conversion, churn, and engagement metrics.  
    • 

  • Assignee: Michael Perez  
    • 

  • Priority: High  
    • 

  • Due Date: August 7, 2025  
    • 

  • Link: acmeinc.atlassian.net/browse/OPS-342
    • 





Task 6


    

  • Task ID: MKT-1025  
    • 

  • Title: Coordinate with design for launch visuals  
    • 

  • Description: Align with design team for campaign visuals and social banners. Include brand elements from previous quarter's release.  
    • 

  • Assignee: Laura Evans  
    • 

  • Priority: Medium  
    • 

  • Due Date: August 3, 2025  
    • 

  • Link: acmeinc.atlassian.net/browse/MKT-1025
    • 





Task 7


    

  • Task ID: OPS-343  
    • 

  • Title: Map key accounts to launch sequence  
    • 

  • Description: Identify top 50 strategic accounts and align them with the phased launch rollout plan. Share draft with sales team.  
    • 

  • Assignee: David Thompson  
    • 

  • Priority: High  
    • 

  • Due Date: August 6, 2025  
    • 

  • Link: acmeinc.atlassian.net/browse/OPS-343
    • 





Task 8


    

  • Task ID: STRAT-228  
    • 

  • Title: Finalize support SLAs for Q3  
    • 

  • Description: Confirm support team coverage during launch week. Align SLA expectations with CSM and support leadership.  
    • 

  • Assignee: Olivia Carter  
    • 

  • Priority: Medium  
    • 

  • Due Date: August 8, 2025  
    • 

  • Link: acmeinc.atlassian.net/browse/STRAT-228
    • 





Task 9


    

  • Task ID: MKT-1026  
    • 

  • Title: Review budget allocation for paid channels  
    • 

  • Description: Audit current spend on paid channels (LinkedIn, GDN, X). Propose reallocation if CTRs fall below target.  
    • 

  • Assignee: Rachel Kim  
    • 

  • Priority: Low  
    • 

  • Due Date: August 10, 2025  
    • 

  • Link: acmeinc.atlassian.net/browse/MKT-1026
    •

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