The moment it happens

Turn meeting notes into Asana tasks and a Slack recap

Send your meeting notes to a link and get an Asana task for each action item, with owner and due date, plus a recap in Slack.

Runs: The moment it happens
Apps: Asana, Slack
AI: Yes, uses the built-in AI allowance
Access: Asana write; chat:write

Send this to your assistant

Create a ClickRuntime automation: when I send meeting notes to this link, pull out the action items, create an Asana task for each with an owner and due date, and post a short summary with the task links in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A project lead runs several client and internal meetings a week and takes notes in a doc or gets a transcript from the call tool. Turning those notes into tasks is the step that slips: by the time the lead gets to it, people have forgotten what they agreed and some action items never reach Asana at all.

This automation reads the notes as soon as you send them, creates a task for every action item with the right person and date, and posts a recap in Slack. Decisions turn into tracked work while the meeting is still fresh.

What you get out of it

Action items do not get lost
Every 'I'll send that by Friday' becomes a task with an owner and a date. Follow-up no longer depends on someone reading back through notes.
Owners know what they agreed to
Each person sees their task in Asana and their name in the Slack recap. There is less confusion about who said they would do what.
A recap for people who missed the meeting
The Slack summary gives the main decisions and links to the tasks. Colleagues who were not there catch up in a minute.
Works with notes or transcripts
Typed notes, a doc pasted as text or a call transcript all work. AI picks out the commitments from loose wording.

How it works

What happens, step by step

You send your meeting notes or transcript to your automation's trigger link.
AI reads the notes and lists each action item with an owner and due date where one was mentioned.
A task is created in your chosen Asana project for every action item.
A short recap of the meeting with links to the new tasks is posted in Slack.

Before it runs live

Connect Asana
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Turn meeting notes into Asana tasks and a Slack recapjust nowSucceeded

Slack · #teamMeeting recap: Acme renewal agreed at current price. 3 tasks: Priya to send contract by Fri, Sam to book training, Lee to update forecast.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Google Sheets
Combine it with other Asana and Slack steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

meeting_notes_asana_tasks_and_slack_summary.pyexample

from clickruntime import on_event, credentials, http, ai, notify

PROJECT_ID = "your-asana-project-id"
SCHEMA = {"type": "object", "properties": {"summary": {"type": "string"}, "items": {"type": "array", "items": {
    "type": "object", "properties": {"task": {"type": "string"}, "owner_email": {"type": "string"}, "due": {"type": "string"}},
    "required": ["task"]}}}, "required": ["summary", "items"]}

@on_event
def handle(event):
    notes = ((event.json or {}).get("notes") or event.body or "")[:20000]
    out = ai.generate(f"Meeting notes:\n{notes}\n\nGive a two-sentence summary and every action item. "
                      "Use YYYY-MM-DD for due dates.", json_schema=SCHEMA, max_output_tokens=1200).json
    asana = {"Authorization": f"Bearer {credentials.secret('ASANA_TOKEN')}"}
    links = []
    for item in out["items"]:
        data = {"name": item["task"], "projects": [PROJECT_ID]}
        if item.get("owner_email"):
            data["assignee"] = item["owner_email"]
        if item.get("due"):
            data["due_on"] = item["due"]
        task = http.post("https://app.asana.com/api/1.0/tasks", headers=asana, json={"data": data}).json()["data"]
        links.append(f"- {item['task']} {task.get('permalink_url', '')}")
    notify.slack(f"Meeting recap: {out['summary']}\n" + "\n".join(links), channel="#team")
    return {"tasks": len(links)}

FAQ

Common questions

How are task owners matched to Asana users?

Names in the notes are matched to people in your Asana workspace. If a name cannot be matched, the task is created unassigned and the recap says so.

What if no due date was mentioned?

The task is created without a due date, or with a default such as one week from the meeting if you prefer. Relative dates like 'next Tuesday' are converted to real dates.

Where do the tasks go?

Into an Asana project you choose, such as the client's project or a shared Meeting actions project. Each task links back to the meeting it came from.

What permissions does it need?

Asana write; chat:write. Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happensAI