Extract tasks from email and calls
Pull tasks out of every email and call, with due date and owner figured out from context.
The problem
Half your real work arrives buried in prose. "Can you get me the updated model by Tuesday" sits in an email thread, "John to send the data room" sits in a call recap. Nobody stops to log them, so they live in someone's memory until one slips.
How the agent does it
The agent reads every incoming email and call transcript and finds the sentences that are actually asks. It infers the owner from who was addressed and the due date from phrases like "by Tuesday," then writes a Tasks row with the Owner and Due date columns already filled, ready to assign.
Setup
- In Settings, connect the inbox you use and your call transcript source.
- Open or create your Tasks database with Owner and Due date columns.
- In the AI chat, describe the agent: read each new email and transcript, pull out the action items, and add a task with the owner and due date.
- Set the trigger to run on each incoming email, and on a schedule for new transcripts.
- Test it on a recent email, then turn it on.
Back to all use cases or the Team Brain home.