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Ops·Manual trigger

AI meeting notes to action items, filed to Notion.

Paste raw meeting notes and Claude extracts owners, due dates, and blockers into a Notion action-items database.

How Pilotran works

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What a real run looks like
5 action items filed to Notion from Wednesday's product review.
Ran on your Wednesday 3 PM product review notes (12 minutes of paste). Filtered out warm-up chat and re-statements; kept 5 action items with real owners.
notion
New Notion rows → Action Items (Wed product review) 1. Ship the new onboarding email — Priya — due Fri Sep 19 Source: "Priya, can you get the welcome email live before the launch push?" 2. Draft Q4 pricing memo — Marcus — due Wed Sep 24 Source: "Marcus is going to write up the pricing rationale for the board." 3. Book customer research calls — Sam — due Fri Sep 26 Source: "Sam, aim for 8 calls with paying customers before the offsite." 4. Fix the pricing page mobile bug — David — due Mon Sep 22 (blocker: needs QA) 5. Review the churn dashboard — Lena — unspecified Summary: Team is aligned on the launch push. Two items need cross-team dependencies (pricing → design, churn → data).
How this workflow runs
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
Under the hood — the exact prompt Claude sees
You are a chief-of-staff. Extract action items from the meeting notes below. Ignore chit-chat and re-statements of context. Reply with JSON only: {"actions": [{"task": string, "owner": string, "due": string (ISO date or 'unspecified'), "blocker": string|null, "source_quote": string}], "summary": string}. Owner must be a person's name — if unclear use "{{default_owner}}". Keep source_quote under 15 words. Notes: {{notes}}
What you configure

Fields you provide once.

Claude uses these on every run — set them during activation.

Notion action-items database ID
textrequired
Raw meeting notes (paste OR use source_page_id)
textarea
Paste the transcript or bullet notes here
Notion page ID to read notes from (alternative to pasting)
text
Default owner if unclear
text
Frequently askedQuestions about Meeting Notes to Action Items+
How long does it take to set up Meeting Notes to Action Items?+

About 60 seconds. Connect Notion, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit Meeting Notes to Action Items after activating it?+

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?+

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?+

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?+

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Guides for this workflow
Guide
How to turn meeting notes into action items with AI.
Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

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