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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 activation
Check a note in the example

Test the sample rule — nothing is saved.

02 / The missing detail

0–6 Theo dõi tiếp

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.

Peak Docs / Question pathRULE DEMO
How clear is the next step in this sample note?
0 · Unclear10 · Very clear

Pick a rating to see the next step.

The rule in actionLocal preview

The answer sets the direction.

Rating
—
Theo dõi tiếp
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.

  1. 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
  2. 02Clarify

    At 0 to 6, sharpen it.

    0–6Theo dõi tiếp7–10Finish

    The 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
  3. 03Assign

    The item becomes a task.

    Result

    A 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.

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Peak 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
Local working 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.