Meeting Notes

Learn how to set up your meeting notes workflow in just a few clicks!

Tasos Efkarpidis avatar
Written by Tasos Efkarpidis
Updated over a week ago


With the Meeting Notes workflow, you can capture the big decisions while keeping everyone's mind on the topics at hand. Geekbot’s intuitive, conversational flow uses targeted questions to log objectives, action items, and ongoing concerns, turning your meeting notes into an invaluable resource.

How to add this workflow

It's a simple 4-step process:

1. Add Geekbot to your workspace/team

2. Select the Meeting Notes template page

3. Include your teammates from the Participants block

4. Select a broadcast channel to post reports

And don't forget to publish your settings 🙏

You're all done! Leave it to Geekbot to tell your team about the new workflow and give them a heads-up about when the first one will arrive 💫

Best practices

  1. If you have a meeting notes workflow per department, assign a channel per department.

  2. Or you can set up one meeting notes workflow for meetings across your organization.

  3. Assign a single person to take notes per meeting, helping avoid an information overlap.

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