Intelligent reminders
Finds your open action items across meetings, messages, and docs.
Overview
The intelligent reminder agent reviews your recent activity across meetings, messages, emails, and docs to surface the tasks and requests you may have missed. It extracts action items based on conversations and context — then returns a clear, organized list so you can stay on top of commitments.
See it in action
Capabilities
Surfaces open action items from recent meetings, chats, and emails.Helps you follow through on asks from others — even ones you didn’t write down.Reduces the risk of missed deadlines or overlooked tasks.Saves time by scanning all your tools for relevant follow-ups.Prioritizes high-confidence items so you can focus where it matters most.
Example output
🔴 High-confidence open action items
1. Send follow-up pricing details to Acme Corp.
Context: During Tuesday’s call, Lisa Tan from Acme Corp. asked for a detailed breakdown of pricing tiers and renewal terms.
Next steps: Customize the pricing deck and send to Lisa by EOD today.
2. Prep for QBR with Frasier Automotive
Context: The QBR is scheduled for Monday. Raj Patel asked you to compile product usage highlights and open support tickets.
Next steps: Pull account insights from Salesforce and usage dashboards, and add to the deck.
3. Submit pipeline updates for weekly forecast review
Context: Sales leadership requested updated notes on all late-stage deals ahead of Friday’s forecasting meeting.
Next steps: Review your pipeline in Salesforce and update close dates, risk flags, and deal notes.
Agent workflow
Step 1: Search recent work
The agent looks across your chats, emails, docs, and more to find potential action items.
Step 2: Review meeting transcripts
It searches your calendar and reads through notes and transcripts from your latest meetings.
Step 3: Extract open action items
The agent identifies requests, follow-ups, and to-dos — even ones buried in long threads or conversations.
Step 4: Generate a prioritized list
The agent groups action items by source and urgency, distinguishing between clear asks and ambiguous mentions.
Step 5: Present the summary
It displays your action items in a clean, readable format — ready to check off or delegate.
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