Peak Docs / Meeting notes to action
The meeting went well.Who does what now?
The minutes say “we'll sort that out” and a week later nobody knows who was meant. In Peak Docs you record decisions and turn checklist items into tasks in one click.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTest the sample rule — nothing is saved.
02 / The missing detail
Who does what by when?
A task with an owner and a due date.
Example · no real documents · not the product interface
Check the rule yourself
Change the rating. See the difference.
Pick a rating. At 0 to 6 the question appears, at 7 to 10 it doesn't. No real task is created.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- Follow-up
- Waiting for a rating
No example picked yet.
The rule behind the example
Record first, then assign.
In the example a rating of 0 to 6 triggers the question “Who does what by when?”. From 7 the step is clear enough.
- 01Note
Take notes in the meeting.
Starting point“We'll sort out the website copy.”
Everyone writes in the same document at the same time. You rate how clearly an item is phrased.
Note → rating from 0 to 10 - 02Clarify
At 0 to 6, sharpen it.
0–6Follow-up7–10FinishThe sample rule asks for a person and a date. In Peak Docs you record decisions in a dedicated decision block.
Condition → 0–6: clarifying question - 03Assign
The item becomes a task.
ResultA task with an owner and a due date.
In Peak Docs a checklist item or comment becomes a task with one click. Here it stays a local preview.
Sample artifact → task note
From the example to real minutes
Write your next minutes in Peak Docs.
Peak Docs has the decision block, checklist items that become tasks and comments you can assign. Whoever is mentioned sees it in their inbox.
Start Peak Docs for freePeak Docs / Your next step
No minutes without a next step.
Test both paths in the example and take the question into your next meeting.
Check a note in the example
From minutes to a done task.
A task with an owner and a due date.
Frequently asked questions
Does Peak Docs extract tasks from my notes?
No. You decide which item becomes a task and create it with a click.
Does the assigned person find out?
Yes. Whoever is mentioned or assigned in a comment sees it in their inbox in Peak One.
Is the rule in the example a product feature?
No. The rating from 0 to 10 is a local sample rule on this page.