PERSONAL PRODUCTIVITY
Calendar-Driven Meeting Prep and Recap-to-Task Agent
An agent that watches your calendar, sends prep before each meeting, then after the call extracts decisions and follow-ups and assigns them across Asana and Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerCalendar event start / reminderGoogle Calendar
- ActionDraft and DM prep briefSlack
- ActionPull post-meeting transcriptZoom
- ActionSplit decisions vs action itemsOpenAI
- ActionCreate assigned tasks for clear ownersAsana
- OutputPost structured recap to channelSlack
What it does
Runs the full loop around a meeting. Before the call it assembles a prep brief from the calendar invite and prior notes. After the call it ingests the transcript, distinguishes decisions from action items, assigns each follow-up to the right person in Asana, and posts a clean recap to the meeting's Slack channel.
When to use it
When you want one assistant owning both sides of every important meeting — not just capturing tasks afterward but also making sure people walk in prepared. Best for leaders and operators running a dense calendar of decision-heavy meetings.
How it works
- 1A Google Calendar event start (and a pre-meeting reminder) triggers the agent.
- 2Before the meeting the agent drafts a prep brief from the invite, attendees, and linked notes, and DMs it to the organizer via Slack.
- 3After the meeting it pulls the Zoom transcript.
- 4OpenAI separates decisions from action items and proposes owners and due dates.
- 5The agent reasons over ambiguous owners and creates assigned Asana tasks for the clear ones.
- 6It posts a structured recap (decisions, owners, open questions) to the Slack channel as the final delivery.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect ZoomMeetings, recordings, transcripts.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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.

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