From a meeting to tasks: the full cycle

Before the meeting

The calendar event card holds the schedule and attendees, and as the meeting approaches, the assistant prepares brief context: who it’s with, what you’ve corresponded about, what came up last time. This doesn’t need a separate step and doesn’t call a model — it just assembles what’s already in your own data.

If the meeting runs through Yttri Meet, a copilot is available during the call: it listens live and keeps a feed of “what was discussed / decided / left open” without waiting for the meeting to end.

During and right after

Live transcription during the recording is a draft, tuned for latency. The final pass, after you stop, is more accurate but needs processing time.

Caution

A recording is not linked to a calendar event automatically — even when it’s recorded through the built-in Yttri Meet. Right after you stop recording, a wizard opens: mark it as a meeting (it pre-selects the day’s nearest event by time — you confirm it), and turn on AI summary creation (on by default). Skip this step and the recording stays unlinked, and “Meeting summary” won’t appear on the event card by itself; you can still link it later with “Link recording” on the same card.

The summary is a note, but a special one

The meeting summary is saved as an ordinary note, marked as auto-generated, and shows up right on the event card. But regular note search doesn’t find it — to find a summary like that, search recordings (“find a recording by meaning”) or go through the meeting’s own card.

Separate from the summary is the event card’s “Notes” block: those are standalone context notes, there can be several of them, and they’re not the same thing as the recording’s automatic summary.

From the summary to tasks

Items under a heading like “Next steps” in the summary are suggested as tasks — this runs on rules, without calling a model, so it’s fast and predictable. Each suggestion is confirmed one at a time; an ordinary task is created with a title and a link back to its source.

Note

A task from a meeting is created as an ordinary task — with no automatic link to a project or a deal in CRM, even if the meeting was with a client. Need the project link? Add it by hand after the task exists.

If nothing happened after the meeting

A separate background check, some time after a meeting with no clear next steps, suggests a short follow-up — so a forgotten agreement doesn’t just disappear.