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Post-Meeting Action Items

After a recorded meeting is processed, Statisfy reads the transcript, pulls out the concrete follow-ups your team agreed to, and adds them as action items on the account. It assigns each one to the right owner and uses the same list to draft the Next Steps in your follow-up email. This page explains how that works and what to expect.

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Where action items come from

  • Meetings and recorded calls are what create new action items. When a meeting is processed (or reprocessed), Statisfy extracts the follow-ups discussed and adds them to the account.
  • Later activity updates, it doesn’t create. A follow-up email or another call never spins up brand-new tasks — it can only update an item that already exists (see Keeping tasks up to date). Your list stays anchored to what was actually committed in meetings rather than growing from every reply.
Manually created tasks are unaffected. You can always add and assign action items yourself from the Tasks or account view — see Adding tasks manually.

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Who action items are assigned to

Statisfy assigns each action item to the person on your team who owns it:
  • Your team only. Action items represent your team’s follow-ups, so they’re assigned to internal team members — never to customer or external participants on the call.
  • People who actually took part. Assignments go to attendees who participated in the meeting. Someone who was invited but didn’t join won’t be given action items.
  • The real owner, not a round-robin. Each item goes to the person who committed to it. Statisfy won’t spread items evenly across attendees just to balance the list.
If no one clearly owns an item, Statisfy leaves it unassigned rather than guessing, so your team can pick it up. You can reassign or edit any action item at any time — see Editing tasks and comments.

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Keeping tasks up to date

Action items don’t go stale after the meeting. As new activity comes in — a follow-up email, a later call, a status change — Statisfy’s AI keeps the related action item current on its own: it can move the task’s status forward and add a comment summarizing what changed, so the task’s history reflects real progress without anyone updating it by hand. (New action items are still only created from meetings; this upkeep only ever updates items that already exist.)
Email notifications for these AI updates are off by default. A workspace admin can turn them on from Admin > Settings > Notification (“Enable email notifications for Statisfy AI task updates”). When enabled, a task’s followers are notified — the owner, the creator, and anyone @-mentioned follow a task automatically — and individual users can still turn task notifications off in their own notification settings or unfollow a specific task. See Task Followers.

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Next Steps in your follow-up email

The Next Steps section of your AI-drafted follow-up email is built from these same action items. So the follow-up you send stays consistent with the action items on the account — the same commitments, the same owners — phrased naturally for your customer. Statisfy won’t invent next steps that weren’t discussed or hand them to the wrong person. If a meeting produced no action items, the follow-up simply omits the Next Steps section instead of inventing one.

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What you’ll notice

Cleaner assignments

Action items land with the teammate who actually owns them.

No tasks for absent attendees

Invitees who didn’t join the meeting won’t be given follow-ups.

Internal-only ownership

Follow-ups stay with your team, never the customer side.

Consistent follow-up emails

Next Steps match the action items on the account.

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Frequently asked questions

That’s the AI keeping your tasks current. As new activity comes in on an account, it updates the related action item’s status and leaves a comment explaining what changed, so the task reflects real progress without manual bookkeeping. It only ever updates items that already exist — new action items still come only from meetings.
Emails for AI task updates are sent only when your workspace admin has turned them on (Admin > Settings > Notification — “Enable email notifications for Statisfy AI task updates”); they’re off by default. If they’re on and you’d rather not receive them, turn task notifications off in your personal notification settings, or open the specific task and unfollow it. Notifications go to a task’s followers — you (and anyone @-mentioned) are added automatically. See Task Followers.
When no attendee clearly owns an item, Statisfy leaves it unassigned instead of guessing. Pick it up or assign it to the right teammate from the action item — see Editing tasks and comments.
This is by design. Action items represent your team’s follow-ups, so they’re only assigned to internal team members — never to external participants.
No. Task update and comment emails only go to your internal team. External participants are never emailed about action items, even when they appear on the related meeting or task.
Assignments go to people who actually participated in the meeting, so a no-show won’t be given action items automatically. If they still own a follow-up, reassign the item to them manually.
Yes. Every action item is fully editable — you can reassign the owner, change the status, edit the title, or add comments at any time. See Editing tasks and comments.
Reprocess the meeting from its Details view. Reprocessing regenerates the transcript, summary, and action items together — see Transcript Language & Reprocessing.

Task Management UI Navigation

Find and manage your tasks under the Manage section.

Transcript Language & Reprocessing

Correct a meeting’s language and regenerate its outputs.