> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mavioapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Action Items

> Automatically extracted tasks, assignments, and follow-ups from your meetings.

Mavio listens for commitments, assignments, and next steps during your meetings and extracts them as structured action items. No more digging through notes to figure out what you agreed to do.

## 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."

Each extracted action item includes:

| 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

<Tip>
  Use the **Assigned to me** filter as your personal to-do list after a busy day of meetings. Everything you committed to is in one place.
</Tip>

## 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:

<Steps>
  <Step title="In-app notifications">
    You receive a notification in the Mavio app when new action items are assigned to you.
  </Step>

  <Step title="Email digest">
    Enable a daily or weekly email digest in **Settings > Notifications > Action item digest** that lists all your open action items.
  </Step>

  <Step title="Slack notifications">
    If the [Slack integration](/documentation/integrations/slack) is connected, action items can be sent to your DMs or a specific channel.
  </Step>

  <Step title="Due date reminders">
    When an action item has a due date, Mavio sends a reminder 24 hours before and at the time of the deadline.
  </Step>
</Steps>

## 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                          |

Configure integrations in **Settings > Integrations** and select which meetings should push action items.

## Improving action item detection

<AccordionGroup>
  <Accordion title="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."
  </Accordion>

  <Accordion title="Use names">
    Refer to assignees by name. The AI matches names to identified speakers, which improves assignee accuracy.
  </Accordion>

  <Accordion title="Mention deadlines">
    Include dates or timeframes. "By end of week" or "before the next standup" gives Mavio enough context to set a due date.
  </Accordion>

  <Accordion title="Dismiss false positives">
    Mark incorrect detections as **Dismissed**. Mavio learns from these signals and improves detection over time for your team's conversation patterns.
  </Accordion>
</AccordionGroup>

<Note>
  Action items are generated as part of the summary pipeline. If your summary is still processing, action items will appear once processing completes.
</Note>