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TL;DR: Capture deliverables, deadlines, decisions, and action items. Organized for easy reference and follow-up. Easily capture deliverables, deadlines, decisions, data and action items.
“Meeting with Acme Corp, attendees were Sarah Chen their VP Ops and Mike Liu our account manager, discussed Q1 roadmap, they approved the redesign with a budget of 40K, we need to deliver wireframes by January 15th, Sarah will send brand guidelines by end of week, main blocker is waiting on their legal review for the contract, next meeting is January 10th at 10am”
Last updated: January 15, 2026
| Field Name | Type | Description | Required |
|---|---|---|---|
| Client/Company | title | Client name | |
| Meeting Date | date | Date of meeting | — |
| Attendees | sentence | Who attended | — |
| Meeting Type | multiple_choice | Type of meeting | — |
| Key Decisions | sentence | Decisions made | — |
| Action Items | list | Tasks and owners | — |
| Deadlines | sentence | Important dates | — |
| Blockers | sentence | Issues holding up progress | — |
| Next Meeting | sentence | Next scheduled time | — |
| Notes | sentence | General notes | — |
Account managers, project managers, consultants, and client-facing teams who need to document what was discussed, decided, and committed to in client meetings.
Customize the template to match your meeting reporting style
Share the form link with your team for consistent reporting
Connect the output sheet to your project management tool (Asana, Jira, etc.)
Speak your recap immediately after the meeting ends
Yes. The AI is specifically prompted to look for commitments, deadlines, and tasks. It extracts them into a dedicated 'Action Items' column so nothing gets lost in the text.
Since it's a web app, just open it on your phone. You can dictate your notes while walking back to your desk or car. It's often faster and more accurate than typing on a laptop during the meeting.
Speak your notes into SaySheet -> Data goes to Google Sheets -> Zapier sends action items to Asana/Jira and emails a summary to the client. You handle the meeting; automation handles the admin.
Yes, and more. You can use it to directly transcribe a meeting, upload the text transcript or audio file. But what's more, this is for logging what you remember after the meeting. Speak your recap, get structured notes. Transcription apps give you text—SaySheet gives you organized data.
Yes. You can copy and paste the data directly from SaySheet. You can also export the Google Sheet as PDF or share the sheet link. You control what gets shared.