How action items are extracted
The AI analyzes your meeting transcript for statements that imply a task or commitment. It looks for patterns like:- “I will send the proposal by Friday.”
- “Sarah, can you follow up with the client?”
- “Let us schedule a review for next week.”
- “The design team needs to update the mockups.”
- “Action item: migrate the database before the release.”
| Field | Description |
|---|---|
| Task | What needs to be done |
| Assignee | Who is responsible (matched to a speaker when possible) |
| Due date | Deadline if mentioned in the conversation |
| Context | The transcript segment where the task was discussed |
| Status | Open, in progress, or completed |
Viewing action items
From a meeting
Open any meeting and click the Action Items tab. Items are listed in the order they were mentioned, with the associated transcript timestamp linked for context.Across all meetings
Navigate to Action Items in the sidebar to see a unified view of all action items from all your meetings. Filter by:- Assigned to me — tasks where you are the assignee
- Assigned to others — tasks you delegated
- Status — open, in progress, or completed
- Date range — items from a specific time period
- Meeting — items from a particular meeting
Managing action items
Update status
Click the checkbox next to an action item to mark it complete. Use the dropdown to set intermediate statuses:- Open — not yet started
- In progress — work has begun
- Completed — task is done
- Dismissed — not a real action item (false positive)
Edit details
Click any action item to edit the task description, reassign it, or change the due date. Edits are reflected everywhere the item appears.Add items manually
Click Add action item on any meeting to create a task that was not automatically detected. Manual items behave identically to extracted ones.Notifications and reminders
Mavio can notify you about action items through multiple channels:In-app notifications
You receive a notification in the Mavio app when new action items are assigned to you.
Email digest
Enable a daily or weekly email digest in Settings > Notifications > Action item digest that lists all your open action items.
Slack notifications
If the Slack integration is connected, action items can be sent to your DMs or a specific channel.
Integrations
Action items can be pushed to your existing task management tools:| Tool | How it works |
|---|---|
| Slack | Posts action items to a channel or DM after each meeting |
| Notion | Creates items in a Notion database with status, assignee, and meeting link |
| Salesforce | Creates tasks linked to the relevant contact or opportunity |
| HubSpot | Creates tasks in HubSpot CRM with meeting context |
| Jira | Coming soon — creates issues in your Jira project |
Improving action item detection
Be explicit in meetings
Be explicit in meetings
The AI detects action items more reliably when speakers are explicit. Saying “Action item: John will send the report by Monday” is clearer than “Maybe John can look at that.”
Use names
Use names
Refer to assignees by name. The AI matches names to identified speakers, which improves assignee accuracy.
Mention deadlines
Mention deadlines
Include dates or timeframes. “By end of week” or “before the next standup” gives Mavio enough context to set a due date.
Dismiss false positives
Dismiss false positives
Mark incorrect detections as Dismissed. Mavio learns from these signals and improves detection over time for your team’s conversation patterns.
Action items are generated as part of the summary pipeline. If your summary is still processing, action items will appear once processing completes.