The decision, the owner, and what nobody answered.
Turn meetings into decisions, action items, and open questions.
- For
- Anyone whose decisions get made on calls and then evaporate.
- Leads with
- Invite to call
- Preset goals
- 4 — editable, up to five
- Also uses
- The Sense Bot notetaker on Zoom, Meet, and Teams
Meetings are live and scheduled, so the ways in start before the call does.
A meeting is the one kind of capture you can set up in advance. Paste the link before it starts and the bot is in the room; the rest happens without anyone taking notes or volunteering to write the recap that never gets written.
The capture routes this project puts in front of you.
All seven capture methods work in every Sense project. This template only decides the order — and for meeting memos, that order starts here.
Paste a meeting link and the Sense Bot joins the Zoom, Meet, or Teams call, records it, and transcribes it.
Record a voice note in the browser — the fastest way to get a thought down right after a session.
Capture your screen and your voice together, so what you say lands next to what you did.
Already have the text? Paste it in and it becomes a signal like any other.
4 preset goals, written for this situation.
A goal is an extraction prompt: it tells the AI what to pull out of every transcript in this project. These ship with the template and are yours to rewrite — a project holds up to five.
What was decided, who called it, which alternatives were rejected, and what dissent was voiced — recorded as decided only when the transcript shows agreement, not mere consideration.
A named owner, a specific deliverable, a stated deadline. An owner is recorded only when they accepted; anything left unassigned is flagged rather than invented.
Questions raised but unanswered, blockers, and concerns. Questions stay questions, and dissent stays visible.
The substance for someone who was not in the room — topics, context, and notable positions.
One line becomes an action item, without losing the words.
Nothing here is a summary. Each hop keeps a link back to the one before it, so the item at the bottom still opens onto the sentence at the top.
- 01Capture
The meeting link goes in ahead of time and the Sense Bot joins the call, records it, and transcribes it. A product call, three lines in.
DRSKRECSenseSense Bot joined the call - 02Signal
It lands as a transcript — timestamped, searchable, with the recording attached.
0:03DanaThe calculator is the only thing still blocking the pricing page.0:11SamLet's ship the pricing page without the calculator and add it in the follow-up.0:18DanaWorks for me. I'll own the follow-up and get a date by Thursday. - 03Anchor
Read against this project's 4 goals, the passage that answers one gets lifted out verbatim and tagged. The anchor keeps its offsets into the transcript.
0:03DanaThe calculator is the only thing still blocking the pricing page.0:11SamLet's ship the pricing page without the calculator and add it in the follow-up.0:18DanaWorks for me. I'll own the follow-up and get a date by Thursday.Tagged toDecisions - 04Insight
Anchors group into a finding. One insight often draws on more than one goal.
Pricing page ships without the calculator, with Dana owning the follow-up
3 anchorsDecisionsAction items & owners - 05Action item
The finding becomes a backlog item on the workspace kanban, still linked to the anchor it came from.
Ship pricing page v1, calculator deferredTodoTraces back to Sam at 0:11
Every meeting becomes a memo, and the decisions and commitments land in your backlog.
Action items live on the workspace backlog, not inside a single project — so a fix that came out of a testing session sits next to one that came out of an interview, each carrying its own evidence.
The anti-summary.
- Generic meeting AI flattens a call into consensus. These goals are written not to: a rejected alternative stays on the record, and dissent stays visible.
- An action item with no owner is flagged as unassigned rather than handed to whoever spoke last. A deadline is recorded only if someone said one.
- Something discussed is not something decided. A decision is only captured when the transcript shows agreement, not just consideration.
All seven capture methods are available in every project. A template only decides what you see first.
Rewrite, remove, or add to the preset goals at any time. A project holds up to five.
A new workspace is seeded with one project per template. Nothing is locked behind a choice you make on day one.
Every anchor carries its citation offsets into the transcript, so each claim traces back to the words that were said.
Every workspace starts with this project already in it.
Create a workspace and all six projects are seeded for you — this one included, goals and capture order set up. Nothing to configure before your first capture.
Your first run in this project ends on “Paste a meeting link”. The project tour spotlights the composer. No meeting on the calendar right now? The tour lets you defer and come back.