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Turn meeting notes into tasks that keep the source attached.

Ghost separates decisions, commitments, open questions, and background context, then carries the actionable work into Focus without cutting it loose from the meeting that created it.

Direct answer
Meeting notes to tasks is the workflow of identifying a real commitment in a meeting record, turning it into a trackable task, and retaining the source, owner, timing, and surrounding decision so the next person can act without reconstructing the conversation.

One complete example.

In an Atlas launch review, Maya agrees to send the readiness brief on Friday. Ghost keeps the exact meeting record available, proposes “Send Maya the readiness brief” with the stated timing, and places it in the Atlas launch Epic for review.

Where each capability enters.

This is one workflow across Ghost, not a bundle of disconnected products. Each feature owns a specific stage and keeps its own access boundary.

Start from the meeting record

The AI meeting notes page covers capture, speakers, transcript, summary, and live insight. This workflow begins after that record exists and asks which statements actually require follow-through.

Make the next step operational

A confirmed action becomes a source-linked item in the AI to-do list, where priority, status, and the surrounding brief stay visible across To Do, In Progress, and Done.

Keep durable decision context

When the decision needs more explanation than a task description can carry, Ghost can keep an editable working note beside the task and link both records back to the meeting.

How the work moves.

The handoff stays inspectable from source to result. Every stage names what it received, what changed, and what needs review.

  1. Read the completed meeting record

    Ghost works from the transcript, summary, speaker identity, and meeting metadata instead of treating a short recap as the entire source. The meeting remains the place to verify what was actually said.

  2. Separate discussion from work

    A decision describes what changed. An action item names work to do. An open question still needs an answer. Background context explains why. Ghost keeps those categories distinct instead of turning every sentence into a task.

  3. Carry over only stated details

    If the speaker named an owner, deadline, or priority, those details can travel with the task. When a field is missing or ambiguous, the workflow surfaces the gap for review rather than inventing a commitment.

  4. Create a source-linked Focus item

    The approved action moves into Focus with a concise title, useful brief, and reference to the meeting. The ready-to-start prompt can then reopen the context when Ghost or the user resumes the work.

  5. Group related work in an Epic

    Several actions from the same outcome can live in one Epic. Epic progress comes from its child to-dos, so the launch outcome and each next step remain visible without duplicating status.

  6. Move the work through the board

    The item progresses from To Do to In Progress to Done on the Kanban board. Its source does not disappear when its status changes, which makes later review and correction possible.

What the workflow does not assume.

Connected work still needs accurate sources, explicit destinations, and review where an action changes another person’s system.

  • Ghost should not invent an owner, date, or promise that was not present in the source.
  • A Focus timing label is not automatically a calendar reservation, alarm, or scheduled run.
  • Creating a task does not send a message to an attendee or change an external project system unless that separate action is requested and authorized.

Questions about meeting notes to tasks.

Can AI turn meeting notes into action items?

Yes. Ghost can distinguish actionable commitments from decisions and context, then propose source-linked Focus items for review. The quality of the result still depends on the meeting record and whether the owner or timing was actually stated.

What happens when a meeting action item has no owner or deadline?

Ghost can keep the action and mark the missing detail instead of guessing. The user can assign an owner, add timing, or leave the item unassigned while preserving the source meeting.

Do meeting tasks stay linked to the transcript?

The workflow is designed to retain the meeting as source context. A Focus item can point back to the meeting record and, when useful, to an editable working note that explains the decision.

Can meeting tasks be grouped on a Kanban board?

Yes. Ghost Focus organizes to-dos across To Do, In Progress, and Done. Related items can sit inside an Epic whose progress reflects the state of its child tasks.

Is a meeting action item the same as a scheduled task?

No. A Focus item tracks work and context. A scheduled AI task is a separate run configured for a future time or recurrence.

Start with one real workflow.

Bring the source, the intended result, and the boundaries that matter. Ghost is in private beta for macOS.

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