Actions, Decisions & Goals

AI-powered

Automatically extract and track actionable items from your conversations.

Overview

EdgeNote AI automatically identifies three types of actionable items from your recordings:

Actions

Tasks that need to be completed. May include assignees and due dates when mentioned.

Decisions

Choices and agreements made during the conversation for future reference.

Goals

Strategic objectives and targets discussed or established during the meeting.

Action items are tasks that someone needs to complete. The AI extracts details like:

Task

Send the updated proposal to the client

Owner

Sarah (identified from speaker)

Due

End of week (from context)

Source

00:23:45 in transcript

Extracted action items with owners and context

Decisions capture agreements and choices made during conversations:

Approved Q2 marketing budget of $50,000

Weekly Sync - March 15, 2024

Selected React for the frontend rewrite

Tech Planning - March 12, 2024

Postponed launch to Q3 to ensure quality

Product Review - March 10, 2024

Key decisions extracted from recordings

Goals are strategic objectives mentioned during conversations:

Increase customer retention by 15% this quarter

Quarterly Planning - March 1, 2024

Launch mobile app by end of June

Roadmap Review - March 8, 2024

Reduce support ticket resolution time to under 4 hours

Support Team Sync - March 14, 2024

Strategic goals identified from conversations

EdgeNote AI provides dedicated screens to view all actions, decisions, and goals across all your recordings:

Actions Screen

View all action items, filter by status (pending/complete), owner, or recording.

Decisions Screen

Browse all decisions chronologically or search by keyword.

Goals Screen

Track strategic goals and see which recordings they originated from.