.avif)
How to Create Flawless Action Items + Examples
Want to boost your productivity and achieve your goals with actionable steps? Master the art of writing effective action items with this guide!
✅ Free meeting recording & transcription
💬 Automated sharing of insights to other tools.
Image Source: wirestock on Freepik
Chances are, you've unknowingly crafted action items on more than one occasion. It's a simple process, right? You have a task, you jot it down, and then you get it done. However, it's surprising that nearly half of the tasks on our to-do lists end up unfinished.
To add to the problem, in the realm of project management, creating action items is a much more demanding process, as it is a multiple-step system that requires particular attention to several things.
If you need help with creating flawless action items, read this article, where we teach you everything you need to know before you begin writing!
What Are Action Items?
Action items are clearly defined tasks that must be completed, serving as building blocks for larger and more intricate projects or objectives. Each action item is assigned an owner and a deadline, and the owner is responsible for updating the team on progress or any obstacles encountered.
To fully grasp the concept of action items, think of all the elements necessary to accomplish a task, ranging from the initial email that needs to be sent to the final delivery of the product to the client.
As an example, in the course of your workday, you might jot down tasks that you need to address after attending meetings or receiving instructions from your project manager. These tasks can later be transformed into actionable items.
Why Use Action Items?
Considering that 44% of all projects experience delays or remain unfinished due to ineffective communication, the need for a dependable system becomes obvious. Action items provide a solution by promoting efficient communication, teamwork, and coordination.
Here are the most important reasons why you need them!
A. Ensure Meeting Productivity
Meetings are only effective if they deliver results. If team members leave meetings confused regarding their next steps, you’re doing it wrong. Not only do action items provide your team with a roadmap for project success, but they also give meetings meaning and continuity.
Speaking of meeting productivity, save yourself the hassle of going through endless meeting notes to extract the information you need to properly design your action items.
MeetGeek is your personal AI virtual meeting assistant that automatically records, transcribes, summarizes, and analyzes your meetings, so you never miss a beat!
The best part? Our Meeting Highlights feature uses any keywords you provide it with to extract all action items and key points from your meetings, and uses them to personalize your meeting summary in the way that suits you best!
B. Facilitate Project Management
Effectively managing your team's workload enables you to assess your team's ongoing tasks and determine if they have the capacity to handle additional work.
For teams that comprise hourly workers or allocate work based on time increments, such as agency projects, tracking the progress of each action item becomes essential. This allows you to effectively manage the resources required for future or similar projects. To further streamline project management and enhance capacity planning, considering outsourcing startup development can be a strategic move, enabling your business to leverage external expertise and technology to scale operations efficiently.
C. Assign Responsibility
When action items are visible and transparent to all team members, it becomes clear who is responsible for what. This reduces any confusion or finger-pointing and encourages individuals to take ownership of their actions.
Moreover, action items prompt team members to actively seek assistance or clarification when needed, since nobody likes being the reason projects stagnate.
D. Optimize Progress Tracking
Dividing a project into smaller tasks allows for better monitoring of progress. This will help you assess whether the project is moving toward its intended goals.
Additionally, tracking action items helps you determine which tasks require additional attention, so you can prioritize and adjust deadlines accordingly.
Three Approaches to Writing Action Items
There are multiple approaches you can choose from when creating action items. Below, we discuss the most popular ones.
1. 3W’s: Who, What, When
The 3W framework (Who, What, When) is one of the most straightforward ways to write action items. Here are the rules you'll need to follow:
- Who should always be a person, either yourself or someone assigned to the task
- What should always start with an active verb — avoid passive voice!
- When should always be a date that indicates a deadline for task completion
One of the main advantages of the 3W framework is that action items can be written as a single sentence. Here are some examples:
- Liz should send the quarterly recruitment report by November 28th.
- Anthony will schedule a meeting with the sales team on Wednesday, August 16th.
- Peter will export the last 3 meetings from MeetGeek by our next meeting.
2. GTD: Getting Things Done
While GTD's work-life management system doesn't provide a specific definition for action items, it offers a comprehensive framework to create and implement them effectively.
The five steps of GTD — Capture, Clarify, Organize, Reflect, and Engage — serve as a helpful structure to manage action items from start to finish:
- During the Capture stage, you gather all the relevant information related to your goals or projects. This involves jotting down ideas, summarizing emails, and creating task lists. Some of these ideas will eventually turn into action items.
- In the Clarify stage, you separate action items from goals, ideas, and projects. This is where you give action items specific attributes to make them actionable.
- The Organize stage is where you further categorize action items with attributes like priority, assignee, due/do dates, and status. This helps you efficiently organize and prioritize multiple action items.
- During the Reflect stage, you review and update your system to evaluate your project progress based on how the action items are completed. You assess whether you're completing action items within a day or if they need to be broken down into smaller tasks. You also consider if there are any unused or underutilized attributes that could improve efficiency.
- In the Engage stage, you take action based on the confidence that your system provides. With a well-ordered list of action items, you can proceed efficiently and tackle tasks one by one.
3. S.M.A.R.T. Framework
The S.M.A.R.T. framework is often used by project managers to set goals and objectives. While goals themselves are not action items, using the S.M.A.R.T. approach can help outline your action items more effectively.
Here are some key attributes to consider when assessing your action items using the S.M.A.R.T. criteria:
- Specificity: Clearly define what specific action needs to be taken by yourself or someone else.
- Measurability: While not always necessary, action items often benefit from being measurable. For example, instead of "Follow up with prospects," a more measurable action item could be "Send 20 emails to prospects today."
- Assignability: Ensure that each action item can be assigned to someone. If an action item cannot be assigned, it may not be a true action item.
- Realistic: Consider the scale of your action items. If they cannot realistically be completed within a day, they may be better suited as projects composed of multiple action items.
- Time-Bound: Include at least one date attribute, such as a "Due Date" or "Do Date," to establish a clear timeline for completing the action item.
7 Steps to Create Flawless Action Items
No matter the approach you choose, here are our seven steps to ensure you’ll successfully implement it.
Step #1: Assign a Title and Tracking Number for your Action Items
Every action item should have a clear and concise title that describes it. Keep the title short, since you will provide more details in the description. It's a good idea to assign a tracking number to each item for easier task management, especially if you have a significant amount of action items.
Step #2: Establish a Priority Level for Each Action Item
Sometimes, team members will be assigned multiple tasks. However, keep in mind that multitasking can actually hinder productivity.
To prevent this, it's advisable to assign priority levels such as low, medium, high, or urgent. This helps team members understand which specific task they need to focus on first, enabling them to manage their time efficiently and dedicate their energy to the most pressing issues.
Step #3: Set Deadlines for Each Action Item
When crafting action items, you must remember three specific dates: the creation date, the estimated date of completion, and the actual date of completion. It's worth noting that not all items will be completed, and some may instead be considered "resolved." These are tasks that have become unnecessary and no longer need to be taken care of.
To ensure everyone understands how their work fits into the bigger picture, it's a good idea to start using project management tools to track progress. This way, employees will be able to see the amount of time they have to complete their assignments and turn in any deliverables on time.
Step #4: Break Down Items into Sub-Tasks
Before breaking down any complex task into sub-tasks, thoroughly analyze the action item. Understand its requirements, dependencies, and expected outcomes. Discuss it with the people attending the team meeting to gather their inputs and perspectives.
Then, proceed to identify the key deliverables that need to be achieved through the action item. Only after that, you can break down the action item into major steps or milestones.
These steps should represent the significant stages or phases required to complete the action item successfully. Take each major step and further break it down into smaller, manageable sub-tasks. Don’t forget to add all the sub-tasks to your project management software.
Step #5: Designate a Task Owner for Your Action Items
Assign each action item to a particular individual or team in order to ensure everyone is waking away from the meeting with a clear understanding of the next steps. This practice not only eliminates any confusion about who is responsible for project tasks but also empowers your team and boosts project communication.
Step #6: Create a Short Description for Each Action Item
When listing action items for employees, provide descriptions for each task. This helps to establish clear expectations and ensures that employees complete each task correctly and efficiently.
A helpful approach is to include a concise sentence that captures the essence of the action item. To get this done seamlessly, you may use the AI sentence shortener to quickly come up with a sweet yet concise sentence. For complex projects, you can provide a more comprehensive description of the task. This will give team members a better understanding of the task and increase their motivation to complete it.
Step #7: Add a Section for Specific Details
Don’t forget to provide any additional information or resources that the assigned team member may need to complete the task in a timely manner. This may include attaching relevant documents or resources for team members to use as references. Note that not all tasks will require this.
Automate Your Action Items with MeetGeek
Creating action items is essential for the success of your team meetings, but things can quickly become challenging for virtual meetings. With so much information being passed around, remembering every detail of your conversations can be exhausting.
Luckily, MeetGeek has your back. Not only does MeetGeek let you forget about taking meeting notes and manually storing meeting information but our virtual AI meeting assistant also automatically detects any action items through its Task Detection feature.
This eliminates the need for you to pick and choose what parts of the conversation represent action items and which ones belong in different categories.
What’s even better is that you can set up workflows to automatically update your shared workspace with action items. This way, all team members (even the ones who couldn’t attend) can be on the same page without any additional effort on your part.
Action Items Examples
We prepared a few examples that you can use for inspiration for your next meeting. Check them out below!
Action Items for Your Marketing Team
Task 1: Revise social media posts for Facebook
Task owner: Amelia Clarke
Priority level: Urgent
Due date: 11/12/23
Task description: Improve the wording, change the approach to a friendlier one, and review the hashtags. Update the links to shortened ones.
Action Items for Sales Teams
Action Item 1: Create a sales training workshop
Task owner: Sales Team
Priority level: High
Due date: 12/15/24
Task description: Develop a comprehensive sales training workshop to improve the team's selling skills and techniques.
Sub-tasks:
- Cover topics such as prospecting, objection handling, closing techniques, and customer relationship management.
- Include interactive activities, role-playing exercises, and real-life case studies to make the training engaging and practical.
- Coordinate with relevant stakeholders, such as the sales managers and subject-matter experts, to ensure the workshop content aligns with the organization's sales goals and objectives.
- Set up the workshop venue, arrange for necessary materials and resources, and schedule the training sessions.
- Evaluate the effectiveness of the workshop through pre-and post-training assessments and gather feedback from participants for continuous improvement.
Action Items for HR Departments
Action Item 1: Update employee handbook
Task owner: Andrew Harding
Priority level: Medium
Due date: 12/15/22
Task description: Review and revise all sections of the employee handbook to ensure compliance with current labor laws and company policies. Update any outdated information, add new sections as necessary, and ensure clear and concise language throughout. Obtain necessary approvals and distribute updated handbook to all employees.
Action Items for Software Developers
Action Item 1: Optimize software performance for mobile application
Task owner: Evan Smith
Priority level: High
Due date: 11/12/22
Task description: Analyze code and identify areas for optimization in the mobile application. Implement changes to improve overall performance and user experience. Test the application on various devices and ensure smooth functionality. Document the optimizations made for future reference.
Start Creating Flawless Action Items Today!
Are you ready to ditch the vicious cycle of unproductive meetings and start writing action items that will bring in results? MeetGeek is here for you!
Try MeetGeek for free to automate action item creation and get the most out of your meetings!
Note-Taking AI for Students: The Best Tools to Study Smarter in 2025
A guide to the best AI note-taking tools for students in 2025, with features, pros, and cons to help you choose the right app for learning.
L'examen des prix de Descript 2025 : ce qu'il propose, ses lacunes et une meilleure alternative
Examinons de plus près les niveaux de tarification de Descript, leurs compromis et les raisons pour lesquelles MeetGeek se distingue en tant que choix plus intelligent pour les créateurs.
Limite de temps de Google Meet : tout ce que vous devez savoir
Dans cet article, vous apprendrez tout ce que vous devez savoir sur les limites de temps de Google Meet et sur la manière de les dépasser.
Comment transcrire des mémos vocaux en texte (3 manières différentes)
Dans cet article, vous allez apprendre à transcrire des mémos vocaux de trois manières différentes, en évaluant les avantages et les inconvénients de chaque option.
Meilleures alternatives à ClickUp pour la prise de notes par IA
Découvrez les 5 meilleures alternatives à ClickUp si vous souhaitez aller au-delà de la simple prise de notes par IA et trouver un assistant de réunion complet.
Qu'est-ce qu'un résumé objectif et comment en rédiger un pour vos réunions
Les résumés objectifs sont indispensables lorsque vous avez besoin d'informations clés issues de longues réunions. Nous en parlerons dans cet article !
Comment enregistrer un Google Meet : toutes les options expliquées
Dans cet article, nous expliquons comment enregistrer un Google Meet de manière native et à l'aide d'outils tiers tels que MeetGeek
Les 7 meilleures applications de prise de notes de réunion du moment
Vous recherchez la meilleure application de prise de notes de réunion pour votre équipe ? Nous détaillons les caractéristiques, les avantages et les inconvénients des 7 meilleurs du moment.
Comment enregistrer un webinaire Zoom en tant qu'hôte ou participant (2 méthodes)
Dans cet article, nous verrons comment enregistrer un webinaire Zoom en tant qu'hôte ou participant à l'aide de l'outil d'enregistrement intégré de Zoom et de l'outil tiers avec transcription IA.
7 meilleures extensions Chrome pour les vendeurs
Dans cet article, nous allons explorer les meilleures extensions Chrome pour les commerciaux, en nous concentrant sur les outils qui améliorent l'intelligence des réunions, s'intègrent aux CRM et optimisent la productivité.
Les meilleurs outils et extensions de capture audio pour Chrome en 2025 [Comparaison]
Nous aborderons une gamme d'options, allant des enregistreurs de base aux plateformes avancées proposant des transcriptions, des résumés et des intégrations fluides.
La surcharge de réunions n'est pas le vrai problème, mais une mauvaise conception des réunions
Lorsque la surcharge de réunions devient évidente, quelques petits changements peuvent transformer l'ensemble de votre culture de réunion.
Le meilleur logiciel d'intelligence conversationnelle pour le coaching et l'analyse des réunions en 2025
En tirant parti de l'IA, ces plateformes d'intelligence conversationnelle fournissent les analyses nécessaires pour affiner les arguments de vente ou d'investissement, améliorer le coaching et influencer les revenus.
Comment ajouter des notes de réunion à Google Docs [3 méthodes simples]
Explorons trois manières d'ajouter vos notes de réunion à Google Docs, manuellement ou automatiquement.
Trouvez la meilleure alternative au Zoom en 2025
Vous recherchez une alternative à Zoom ? Découvrez les meilleures options pour 2025 et trouvez la solution idéale pour vos réunions !
Comment prolonger la limite de temps de Zoom : solutions payantes et gratuites
Vous avez besoin de plus de temps pour votre réunion Zoom ? Découvrez comment prolonger facilement votre session grâce à ce guide simple.
Comment installer Microsoft Teams pour Mac (guide convivial pour débutants)
Il est facile de configurer Microsoft Teams sur Mac ! Suivez notre guide rapide pour commencer à collaborer en toute fluidité.
Comment enregistrer des appels WhatsApp, étape par étape
Découvrez le moyen le plus simple d'enregistrer des appels WhatsApp grâce à nos instructions claires, étape par étape.
Les 5 meilleures intégrations pour les assistants de réunion basés sur l'IA en 2025
Vous souhaitez améliorer la productivité de vos réunions ? Découvrez les meilleures intégrations d'assistants de réunion IA de 2025 qui se connectent de manière fluide à vos outils et applications préférés.
7 façons dont les assistants de réunion dotés d'IA peuvent faire gagner du temps aux équipes commerciales en 2025
Découvrez comment les assistants de réunion dotés d'intelligence artificielle transformeront la productivité des ventes en 2025 en éliminant les tâches manuelles, en rationalisant les flux de travail et en permettant aux commerciaux de se concentrer sur les ventes.
Tous les plans tarifaires Zoom expliqués et leurs alternatives
Consultez une liste claire de tous les plans tarifaires de Zoom, ainsi que des conseils intelligents pour économiser ou utiliser des fonctionnalités gratuitement.
Puis-je prendre une capture d'écran dans Teams ? Réponses à vos questions
Vous vous demandez comment prendre une capture d'écran dans Teams ? Nous analysons ce qui fonctionne, ce qui ne fonctionne pas et ce qu'il faut surveiller.
Tarifs et forfaits Google Meet, simplifiés
Trouvez le forfait Google Meet qui convient à votre équipe grâce à notre analyse claire et à nos conseils intelligents pour économiser des coûts.
Où sont stockés les enregistrements des équipes? Toutes les localisations, expliquées
Vous vous demandez où finissent vos enregistrements Microsoft Teams ? Voici toutes les options de stockage clairement expliquées.
La semaine de travail de 4 jours : comment les entreprises gagnent la guerre des talents
Pourquoi travailler moins est peut-être la solution la plus intelligente pour les entreprises qui recherchent la productivité, l'innovation et la rétention des talents.
Trouvez la meilleure application de synthèse vocale pour le travail en 2025 (gratuite et payante)
Vous recherchez une application de synthèse vocale en 2025 ? Nous avons rassemblé les meilleurs choix pour améliorer la productivité et gagner du temps au travail.
Gestion des risques de sécurité et de conformité liés à l'IA pour les preneurs de notes
Assurez la sécurité et la conformité de vos réunions alimentées par l'IA ! Apprenez à gérer les risques de sécurité et de conformité, à protéger les données sensibles et à garantir la confidentialité de vos réunions virtuelles.
Comment rédiger un e-mail de suivi d'une réunion d'affaires + modèles et invites ChatGPT
Apprenez à rédiger des suivis de réunions d'affaires clairs et professionnels à l'aide de modèles et d'instructions ChatGPT pour gagner du temps et améliorer les réponses.
Comment utiliser Microsoft Teams AI pour les réunions
Apprenez à automatiser les notes, à améliorer la collaboration entre les équipes et l'échange de connaissances, et à rendre les réunions Teams plus productives grâce à des fonctionnalités basées sur l'IA.
Comment rédiger le procès-verbal d'une réunion comme un pro [+ Modèle personnalisable gratuit]
Réalisez des comptes rendus de réunion impeccables à chaque fois ! Découvrez des conseils d'experts pour saisir les points clés, suivre les mesures à prendre et impressionner votre équipe grâce à ses compétences professionnelles en matière de prise de notes.
Les 5 A d'une communication efficace : un guide de démarrage pour une meilleure collaboration en équipe
Le succès d'une start-up n'est pas seulement une question de bonnes idées, mais aussi de la qualité de la communication au sein de votre équipe. Découvrez le cadre des 5 A pour améliorer la collaboration, réduire les frictions et transformer les conversations en actions.
Rapport de présence aux réunions des équipes : qu'est-ce que c'est et comment l'utiliser
Démystifiez le rapport de présence aux réunions des équipes ! Apprenez à y accéder, à l'interpréter et à en tirer parti pour suivre l'engagement et améliorer vos réunions virtuelles sans effort.
Comment créer et utiliser Google Meet Breakout Rooms
Maîtrisez les salles de réunion Google Meet ! Apprenez à les créer, à les gérer et à les utiliser pour favoriser la collaboration et l'engagement lors de vos réunions virtuelles.
Comment vous enregistrer sur Zoom, étape par étape
Maîtrisez l'art de l'enregistrement sur Zoom grâce à notre guide simple. Apprenez à enregistrer vos réunions ou vos notes personnelles sans effort.
Plus de 30 indicateurs de performance clés des ventes à suivre en 2025
Découvrez les secrets de la réussite des ventes en 2025 grâce à ce guide contenant plus de 30 indicateurs de performance clés de vente essentiels. Découvrez ce qu'il faut suivre pour améliorer les performances de votre équipe et augmenter ses revenus.
Comment créer une transcription Zoom : 3 méthodes
Découvrez comment créer facilement des transcriptions Zoom grâce à notre guide sur trois méthodes simples, idéales pour capturer chaque point de discussion clé.
Trouvez le modèle d'évaluation des performances des employés idéal
Découvrez les meilleurs modèles d'évaluation des performances des employés pour rationaliser votre processus d'évaluation et améliorer la productivité au travail.
Plus de 60 meilleures citations de motivation pour votre équipe de vente en 2025
À la recherche de motivation pour les ventes ? Trouvez les meilleures offres de vente pour 2025 afin de responsabiliser votre équipe, d'encourager un état d'esprit positif et de permettre à chacun de se concentrer sur l'atteinte de ses objectifs.
Comment gérer de manière professionnelle tout conflit d'horaire
Apprenez à gérer les conflits d'horaires de manière professionnelle. Ce guide propose des conseils pratiques pour gérer les chevauchements, replanifier les réunions et entretenir des relations solides.
Guide facile d'installation de Zoom pour Windows
Vous êtes nouveau sur Zoom ? Suivez ce guide simple pour installer Zoom sur votre ordinateur Windows. Configurez-vous en un rien de temps et commencez à participer à des réunions en toute simplicité. Parfait pour les débutants.
Comment générer des notes de réunion ChatGPT [+invites ChatGPT gratuites]
Découvrez des étapes simples pour générer des notes de réunion avec ChatGPT. Suivez ce guide pour saisir les points clés, les mesures à prendre et plus encore pour des enregistrements de réunions organisés et efficaces.
Les 7 meilleures alternatives au Loom à tisser en 2025
Découvrez les 7 meilleures alternatives au Loom à tisser en 2025. Trouvez les meilleurs outils pour la messagerie vidéo et la collaboration en équipe.
Microsoft Teams contre Zoom: qu'est-ce qui fonctionne le mieux en 2025 ?
Découvrez ce qui vous convient le mieux en 2025 : Zoom ou Microsoft Teams ? Comparez les fonctionnalités et faites le meilleur choix pour vos besoins !
Land More Appointments With a Meeting QR Codes
Read this handbook to learn all about meeting QR Codes. Dive into their practical use cases, benefits, and step-by-step instructions to create these for your needs.
Fireflies vs. Otter: Which One’s the Best
Compare Fireflies.AI and Otter.AI to find out which meeting transcription tool fits your needs best. Explore features, pricing, and more to make the right choice!
How to Make the Most of the Zoom AI Companion as Your AI Meeting Assistant
Learn how to use Zoom AI Companion features to enhance your meetings, save time, and boost productivity with helpful features and tips for a smoother workflow.
How to Use the Google Meet AI Note-Taker
Learn how to make the most of Google Meet’s AI note-taker to automatically capture meeting details, stay organized, and save time on follow-ups and summaries!
Where Do Zoom Recordings Go? 3 Places You Should Check
Find out where your Zoom recordings are stored with this easy guide. Learn how to locate, access, and manage your recorded meetings in just a few simple steps.
Every Way You Can Transcribe Audio to Text: A Comparative Guide
Explore the best ways to transcribe audio to text, covering options to suit every need and budget. Simplify your approach to productivity today!
The 10 Most Effective Types of Note-Taking
Unveiling the top 10 note-taking methods to skyrocket your productivity. Don't miss out on these game-changing strategies!
What Is Conversation Intelligence & Why You Need It
Learn how conversation intelligence can change how you do business and what tools to look for by reading this article!
9 Tips to Achieve Ultimate Meeting Productivity
Are you tired of being stuck in an endless cycle of unproductive meetings? Follow our 9 tips to help you achieve maximum meeting productivity!
How to Send a Teams Meeting Invite from Any Device
Discover how to invite people to your Teams meetings in only a few steps with this guide!
How to Switch to and from DST Using a Time Zone Meeting Planner
Unlock seamless time transitions with a time zone meeting planner! Effortlessly switch between DST and standard time. Plan better, stress less!
How to Write a “Thank You” Email After a Sales Meeting with Examples
Learn to craft compelling thank you emails after sales meetings with examples, to accelerate deals and foster strong client relationships.
How Do I Share My Google Calendar for Better Collaboration?
Are you getting the most out of your Google Calendar app? Learn how to share your Google Calendar with others to boost your productivity here!
15 Tips to Run Effective Team Meetings
Team meetings are an important tool for motivating your team and driving success. Learn how to plan and execute effective meetings that inspire and engage your team!
6 Tips to Write a Successful Meeting Agenda with Examples
Want to write the ultimate meeting agenda and achieve all-time productivity in your team meetings? Follow these 6 pro tips to learn how and check out our free templates to get started.
5 conseils pour prendre de bonnes notes de réunion et pourquoi utiliser un assistant de réunion virtuel
Avez-vous du mal à prendre des notes lors des réunions de votre équipe ? Suivez ces 5 conseils pour passer à la science et réussir votre prochaine réunion !
Best Sales Training Software in 2025: Pros, Cons & Pricing
Uncover the leading sales training software of 2025 with our analysis on their advantages, disadvantages, and pricing options.
12 Effective Sales Team Management Strategies
Discover 12 powerful strategies for managing your sales team more effectively. Boost productivity, enhance teamwork, and drive sales success!
How to Schedule a Zoom Meeting in Outlook on Any Device
Learn to schedule Zoom meetings in Outlook across devices with our step-by-step guide. Streamline your planning process for efficient meetings.
How to Ace Remote Closing in 2025: Top Tips & Strategies
Discover how to stand out in the remote closing industry with these expert-approved tips and strategies!
How to Record a Teams Meeting with any Microsoft 365 Subscription
Discover our easy-to-follow steps for recording a Teams Meeting. Effortlessly save discussions, presentations, and collaborative sessions to never miss out on important details again!
How to Record Google Meet Sessions without Special Permissions in 2025
Discover how to easily record a Google Meet in our comprehensive guide. Read this article to never worry about missing important information again!
How Sales Call Recording Can Help Your Team Close More Deals
Sales call recording is a game-changer for any sales team. Read this article to discover how it can help sales reps and managers alike refine their sales process and close more deals!
How to Create a Killer Talk Track Your Sales Team Will Use
A good talk track is a tried and tested way to engage potential customers in conversation and boost your sales. Here’s what you need to know!
Essential Productivity Tools for Customer Success Managers
15 best tools for calendaring, emailing, customer success activities, project management, and meetings gathered by our partner Custify
Como Gerar uma Transcrição do Microsoft Teams como um Usuário Padrão
Desbloqueie o poder de cada palavra falada em suas reuniões com nosso guia para Transcrição do Microsoft Teams – clareza total em todas as conversas!
How to Generate a Podcast Transcript: A Complete Guide
Discover easy steps to generate a podcast transcript with this comprehensive guide. Boost accessibility and engagement for your audience today!
How to Generate a Microsoft Teams Transcription as a Standard User
Unlock the power of every word spoken in your meetings with our guide to Microsoft Teams Transcription – perfect clarity in every conversation!
How to Create AI Notion Meeting Notes, Automatically
Read this article to learn how to hack notion meeting notes with minimal effort on your part — in only a few steps!
Find Your Perfect Meeting Notes Template
Are meetings a part of your work life, but you have no idea what they should contain or even look like? Read this article to get your meeting notes template!
15 Effective Leadership Goals for Team Leaders
Discover 15 effective leadership goals that can help team leaders enhance their skills and improve team performance.
Managing Remote Teams: 25 Tips & Best Practices
If you want to succeed at managing remote teams, there are several guidelines you must follow. Read this article to find out what they are!
How to Create the Ultimate Interview Transcript in 2025
Unlock the secrets to creating the ultimate interview transcript: expert tips on accuracy, formatting, and technology for flawless documentation.
How to Take Interview Notes Like A Pro [+ Interview Notes Template]
Master the art of interview note-taking to enhance your skills and capture crucial details. Get the expert tips you need to boost your interview performance here!
How to Start a Consulting Business in 10 Steps (+Tips)
If you've been thinking about how to start a consulting business for a while, you're in the right spot! Read this to learn everything you need to know & more.
12 Proven Tactics to Increase Productivity in Sales
Want to boost your productivity in sales, increase your conversion rate and close more deals? Read this to reach peak efficiency within your sales team!
Why You Need to Set Meeting Goals and How to Do That
The first step to a successful meeting is defining your meeting goals. Read this article to learn how high-performing teams do this!
How to Write an Effective Meeting Invitation Email
Ever wondered what the recipe for a successful meeting invitation email is? Read this article to learn all of our tips and insights!
How to Build the Best Remote Team In 2025
Working efficiently while in a remote status is now a necessity. Let's explore some hacks that can be applied by your company today.
How to Promote Collaboration and Innovation in Your Team?
Learn strategies to foster creativity and achieve remarkable results through the combined power of team collaboration and innovation
How to Reduce Meetings and Not Miss Out
Meeting fatigue is real. Learn how to reduce meetings and optimize your productivity levels by reading this article!
How to Create a Culture of Knowledge-Sharing Across Your Company
How do you create a culture of knowledge-sharing across your company? Read this article, where we share our 7 tips to help you achieve that!
How to Get Clients For Your Business
Are you a new business owner looking to attract clients? Here are our tips to teach you how to get clients for your business!
Where to Find Google Meet Recordings + How to Manage Them
Discover where to find your Google Meet recordings with this complete guide. Learn how to access, manage, and share your recordings easily and efficiently.
5 Best Fireflies.AI Alternatives in 2025: Top Picks
Explore the top 5 alternatives to Fireflies.AI Notetaker in 2025, offering innovative features and tools to enhance your virtual meeting performance.
How to Ask Someone for Their Availability for a Meeting with Examples
Effortlessly schedule meetings: How to ask for availability, with practical examples to ensure smooth and respectful coordination.
How to Write a Follow-Up Email After a Meeting (+ Templates)
Unlock the secrets of writing follow-up emails after meetings with this professional guide. Learn key tips for impactful, effective communication.
Redesign Your Employee Onboarding Program: Actionable Tips + Checklists
Are you a hiring manager looking to refine your employee onboarding program? Read this article, where we teach you the ins and outs of the entire process!
Collaboration in the Workplace: Benefits and Strategies Unveiled
Let's uncover some actionable strategies to promote workplace collaboration and the numerous benefits that it brings along.
How to Handle Customer Discovery the Right Way
Performing customer discovery and adapting your business model based on your findings will set you apart from the rest. Read on to learn how to do that!
The Secret to Effective Meeting Minutes
How can you ensure that your meeting minutes are good and that you’ll be able to actually use them later on? Read this article to find out!
Free Board Meeting Minutes Template + Best Practices
Use these free templates for board meeting minutes and discover best practices to capture and organize key discussions effectively.
How to Cancel a Meeting [+ Meeting Cancellation Message Example]
Learn how to cancel meetings with our guide and message examples to ensure clear communication and maintain professionalism.
What Is the Best AI Assistant in 2025?
Explore the top AI assistants of 2025! Find your perfect match with our comprehensive guide on the best AI technologies available.
How to Ace The Client Onboarding Process
Discover the best strategies for client onboarding to ensure a smooth and effective experience for your business and customers.
Client Engagement Letter: Overview, Format & Sample
Looking to define the relationship with your clients and draft the perfect engagement letter? Here is everything you need to know!
The 2025 Guide to Asynchronous Communication
Master asynchronous communication in 2025! Discover tools, techniques, and best practices for efficient remote collaboration and productivity.
Get Started with Meetgeek
Turn meetings from a necessary evil into a positive and rewarding experience