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Refresh Onboarding Plan after a Meeting

AI reads your latest meeting transcript from Google Drive and updates the onboarding plan to match what was discussed.

AI Agent Prompt

Find the most recent meeting transcript or notes with {{companyName}} in Google Drive. Review the onboarding plan on this page and update it based on what was actually discussed: - Add, remove, or re-prioritize milestones - Update task owners and timelines - Capture any new decisions or scope changes Briefly summarize the changes you made.

What the AI creates

The AI pulls your latest meeting notes from Google Drive and updates the onboarding plan – milestones, tasks, and timelines synced to what was actually agreed.

Pro Tip

Requires Google Drive connector. The AI searches for recent transcripts automatically – no need to copy-paste from Otter, Fireflies, or Gong.

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