Capturing forgotten action items from meetings.
The Challenge
How often have important action items or decisions from meetings and chats fallen through the cracks? In fast-paced product teams, it’s easy to leave a meeting with great ideas and commitments, only to forget them days later.
A recent workplace survey found that 92% of knowledge workers are at risk of losing important decisions because documentation and action items are scattered, and only 8% use proper tools to track them. Over one-third admit to relying on ad-hoc methods to track tasks, which leads to miscommunication and missed deadlines.
The impact is significant: forgotten tasks cause delays, and team members may duplicate work or wait on something that was never done. Missed follow-ups from a planning meeting or a Slack conversation can derail objectives and erode trust.
Roonar acts as a diligent assistant that records and resurfaces action items so nothing gets lost.
Meeting Note Analysis
Roonar integrates with your meeting and chat platforms. After a meeting (or even during it), Roonar analyzes the transcript or notes for any promises, assignments, or decisions. Roonar recognizes a task if someone says “I'll send the UX mockups later today.”
Automatic Task Creation
Once an action item is identified, Roonar cross-references your project tools. If an item isn’t already logged (e.g., there’s no Jira ticket for “UX mockups”), Roonar can automatically create one or draft it for the PM’s approval.
Searchable Decision Log
All meeting decisions and action items captured by Roonar are stored in a searchable log. At any time, a team member can ask, for instance, “What were the follow-ups from Tuesday’s design sync?” and Roonar will list them.
Conversation Monitoring
Similarly, in team chats (Slack/Teams), Roonar monitors for action phrases or requests. A statement like “Can someone follow up with the client on issue #123?” or a decision like “Let’s deploy version 2.1 next Friday” are recognized by Roonar as items to track.
Reminder and Follow-up
Roonar keeps an eye on these generated tasks. If the due date passes or the item remains incomplete, Roonar sends a gentle reminder to the assignee or alerts the product manager that the action is delayed. This ensures accountability.
Closing the Loop
When the action item is completed (say the Jira ticket is closed or the Slack thread resolved), Roonar can update the original meeting notes or notify the team that the task is done. This full cycle means the team has continuous awareness of follow-ups.