Meetings often generate important decisions and action items, but many of those tasks never make it into a project management system. Action items get buried in meeting notes, forgotten in Slack threads, or left in personal notebooks. Over time, this creates execution gaps where teams agree on next steps but fail to track them.

Using Make.com, project and product managers can automate the process of capturing meeting action items and converting them into trackable tasks. This workflow extracts tasks from meeting notes, assigns owners, creates tasks in tools like Jira, ClickUp, or Asana, and notifies the responsible team members automatically.

By the end of this tutorial, you will have a system that ensures every action item from a meeting becomes a structured task in your project workflow.

What You’ll Build

You will create a Make.com automation that:

  1. Detects new meeting notes from tools like Notion, Google Docs, or Slack
  2. Extracts action items from the notes
  3. Creates tasks in your project management tool
  4. Assigns task owners and deadlines
  5. Notifies responsible team members
  6. Logs the tasks in a meeting action tracker

This ensures that meeting discussions translate into real execution.

Tools You Can Use

This workflow works with many combinations of tools.

Typical stack: