Decisions become tasks on their own
Action items leave the room already assigned and stay visible.
From the minutes of 12.02.2026
«R. Lauper will deliver the finance report by 12 March.»
Task createdTasks
1 of 4 done
- MK14.02
Approve the minutes of the January meeting
- RL20.02
Prepare the budget motion for the AGM
- SVOverdue
Request auditors for 2026
- RL12.03
Send finance report to the board
From minutes · 12.02.2026
What you get
Tasks appear by themselves
Action items are pulled from decisions. Nothing gets lost in the notes.
Always know who owns what
Owners and deadlines stay linked to the meeting that created them.
Open the next meeting prepared
Start with a live follow-up list instead of a round of chasing.
Extracted automatically
Action items from discussion and documents, including who and by when.
Human in the loop
You confirm, correct and reassign before tasks become final.
Linked to the meeting
Every item shows its origin, attachments and status in the organisation.
In detail
Because the action list and the protocol belong together
HeyEla detects open action items from the discussion and the documents, creates tasks with an owner and a due date, and keeps them linked to the meeting. You confirm or correct the suggestions. Open items show up in the next preparation.
You get an action-item list per meeting. Across the organisation you can filter all open items, for example everything assigned to you or everything owned by someone else. The chair and secretariat see at a glance what is still open. Every action item is logically linked to the meeting it came from. When you need more context, open the item and see the relevant attachments.
That link makes the next step easy: action items flow back into preparing the next meeting. Clear ownership, traceable origin, no separate tracking spreadsheet.
Action lists should not live in a separate system. In our view the action list and the protocol belong together: we generate both together and keep them logically linked so you can keep working from them. Soon HeyEla will also remind users by email or before the next meeting about due items and support follow-through with agents, more than a classic Outlook.
The flow
From recording to tasks - five steps, one platform
Step 1
Recording
Record the meeting in the browser, send a meeting bot or upload an existing audio file.
Step 2
Transcript
Automatic transcription with speaker attribution, including meetings that switch between Swiss German and High German.
Step 4
Sign & export
Sign digitally, export for your records, and distribute the finished protocol to the board.
You are here
Tasks & follow-ups
Action items are generated from decisions so nothing from the meeting gets lost.
Who it’s for
Built for the people who run the meeting
Corporate secretariat
No longer maintains the open-items list by hand - tasks are created directly from the resolutions in the minutes.
Chair
Opens the next meeting with a current task status instead of a tedious round of follow-up questions.
Executive management
Sees its own assignments from board meetings in one place, including origin and deadline.
From the field
“Finally I do not need a separate Excel list anymore, and I no longer have to ping everyone a week before the next meeting.”
Frequently asked questions
Can I also create tasks manually?
Yes. HeyEla also offers a simple standalone task manager. AI can suggest tasks, and you can create tasks yourself at any time.
What if AI suggests the wrong task?
You review and confirm every suggestion. Wrong items can be edited or discarded before they become binding.
Can I see where an action item came from?
Yes. Every action item is linked to its meeting and the relevant documents. Open the item and the context is right there.
How do I keep a board open-items list?
In HeyEla the list builds itself from meeting resolutions. Every item keeps its link to meeting and agenda item and can be tracked, amended and closed.
Are open items shown in the next meeting?
Yes. Open tasks are available during meeting preparation, so the status can be put on the agenda without manual collation.
Explore more
From the blog
15 October 2026
The annual plan of the board: meetings, mandatory topics and deadlines across four quarters
How a board plans its meeting year: dates, recurring agenda items such as budget, annual accounts and general meeting, and how they turn into the agenda.
24 September 2026
Following up on board resolutions: how to track open action items properly
A resolution is only implemented once someone implements it. Why action-item lists from board meetings fail, what belongs in the minutes and how the review of resolutions becomes a standing agenda item.
Related use cases
Next step
See HeyEla with your use case
A focused 45-minute demo with your board workflow in mind, or estimate the business case in about 90 seconds.