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Turn a customer call into owned action items automatically

A structured recap — decisions, open questions, and action items each tagged with an owner — ready to paste into your tracker.

Tuned for Granola

First

In Granola, set your note template to "Decisions + action items + open questions," type only fragments during the call, then hit Enhance and open the chat.

The prompt

From this meeting, produce three sections:

1. DECISIONS — every decision we actually made, one line each.
2. ACTION ITEMS — a table with columns: Task | Owner | Due date (only if
   one was stated). Only include items someone explicitly committed to.
3. OPEN QUESTIONS — anything left unresolved.

Do not invent owners or due dates. If an owner wasn't named, write "unassigned".
Built-in guardrail: Refuses to invent owners or due dates; marks any un-named owner as "unassigned" and includes only explicitly committed items.

Then

Fix the two things AI gets wrong — an owner it guessed from context, and any "action item" that was really just discussion — then assign the unassigned ones yourself.

Field-tested Jul 21, 2026. If it stops working, tell us.