Track action items
See every action item from your meetings in one place, with owners and what needs attention first.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
After meetings are processed
- 2Context
Avoma AI Meeting Assistant reads meeting conversations and AI-generated action items
- 3Reason
Check each action item for an owner, a due date and signs it's done
- 4Act
List open action items by owner, with overdue items first
- 5Human judgment
Owner decides how to close each item
Native feature
Automatically capture action items and follow-up commitments from meetings, so nothing agreed during a customer conversation gets overlooked.
How this works
Shown for:
- 1Trigger
A meeting or email creates a commitment
- 2Context
An Avoma agent (Avoma agentic platform) watches meetings and emails, owners, due dates mentioned, CRM records
- 3Reason
Check each action item for an owner, a due date and signs it's done
- 4Act
List open action items by owner, with overdue items first, each time it's warranted
- 5Human judgment
Owner decides how to close each item
Agent
Stay on top of outstanding commitments. The agent reviews action items from meetings and emails, checks available task statuses, and flags overdue or at-risk follow-ups by owner.
What good looks like
A commitment made on a call gets kept when someone owns it.
Give every item an owner and a date
Items without an owner get dropped.
Review open items before each meeting
Opening with what you delivered builds trust.
Close items when there's evidence
Marking items done on memory leaves gaps.
Customer stories
What teams say
What's not to like? Works seamlessly with zoom, transcribes, and even creates meeting notes/follow-up notes.
I also like how it provides actionable insights and highlights key points, which helps with better follow-ups and team alignment.
The summaries are clear and cover all the important points, including action items and decisions
Avoma is most helpful for capturing meeting notes, summaries, and action items automatically, which saves time and reduces the chance of missing important details
The AI-powered transcription and meeting summaries ensure that customer insights are captured and actionable next steps are clear for everyone.
What’s stopping you from turning every conversation into actionable work?
