IT OPS
Teams Meeting Triage: Route Action Items by Urgency
Transcribes a finished Microsoft Teams meeting, scores each action item by urgency, and routes high-priority items to PagerDuty while logging the rest as Trello cards.
How it runs
The automated pipeline, trigger to output.
- TriggerTeams recording availableMicrosoft Teams
- ActionFetch meeting transcriptMicrosoft Teams
- ActionExtract items with urgency scoreOpenAI
- LogicBranch on urgency level
- ActionEscalate critical items to PagerDutyPagerDuty
- OutputLog remaining items as Trello cardsTrello
What it does
Applies triage logic to meeting outcomes. It transcribes a Teams recording, extracts action items, and scores each by urgency. Time-critical items get escalated to PagerDuty for on-call attention; everything else becomes a Trello card on the team board.
When to use it
For operations and incident-review meetings where some follow-ups are genuinely urgent and others are routine. Stops critical items from being buried in a flat task list while keeping the board tidy.
How it works
- 1A Microsoft Teams recording-available trigger fires after the meeting.
- 2The transcript is retrieved from the meeting record.
- 3An OpenAI call extracts action items, each with an owner and an urgency score from low to critical.
- 4A logic step branches on the urgency score.
- 5Critical and high items create a PagerDuty incident routed to the on-call team.
- 6Remaining items are created as Trello cards on the team board, and a summary of the routing is returned.
Set it up
What you configure once, before turning it on.
- 1Connect Microsoft TeamsChannels, chats, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PagerDutyIncidents, on-call, escalations.
- 4Connect TrelloKanban boards for everything.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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