What is Action.it?
action.it Meeting Intelligence is the AI meeting assistant engineered for high-compliance environments, automatically capturing, analyzing, and distributing critical insights from your virtual calls. It addresses the dual challenge of maximizing meeting productivity while ensuring stringent data privacy. Designed for professionals and enterprises, action.it guarantees that actionable intelligence is delivered instantly to your team's workflow, followed by the immediate and permanent deletion of all meeting data.
Key Features
action.it provides seamless meeting intelligence and workflow automation, allowing you to focus on leading the discussion while ensuring crucial details are captured securely.
- 🗓️ Smart Pre-Meeting Context Briefs: Always show up prepared. action.it automatically surfaces relevant context from past meetings, prior stakeholder discussions, and key decisions that impact the current conversation. This preparation happens without storing data after the meeting concludes, ensuring maximum readiness and privacy.
- 🧠 Intelligent Action Item Capture: While you lead the discussion, the AI transcribes in real-time, accurately identifying decisions, action items, and necessary follow-ups. action.it analyzes the context to summarize the 'why' and 'what next,' providing more than just a simple keyword transcript.
- 🔗 Instant Workflow Automation: Eliminate manual copying. Within seconds of the meeting ending, summaries, tasks, and highlights are posted directly to your required platforms, including Notion, Slack, and Salesforce. action.it integrates with over 50 tools to keep your pipeline and projects automatically updated.
- 🤖 Ask action.it Chatbot: Leverage your captured meeting library with an AI chatbot. Prompt Ask action.it to quickly catch up on meetings you missed, answer specific questions about past discussions, or even draft polished follow-up emails, transforming your meeting data into accessible institutional knowledge.
Use Cases
action.it transforms passive meeting participation into proactive workflow engagement across various roles:
Sales and CRM Management
When closing a deal, action.it joins the customer call, captures new requirements, budget commitments, and defined next steps. It then automatically syncs these details directly to Salesforce or HubSpot, suggesting field updates based on the discussion. This ensures your CRM data is current and accurate immediately, drastically reducing administrative time and pipeline drift.
Project and Task Alignment
For internal team stand-ups or project reviews, action.it ensures no action item falls through the cracks. Captured tasks and assignments are instantly routed to project management tools like Jira, Asana, or ClickUp, assigned to the correct teammate, and tracked—all without requiring a dedicated note-taker or manual data transfer.
Organizational Knowledge Retrieval
If a team member misses a major town hall or leadership briefing, they don't have to watch hours of recordings. Using the Ask action.it chatbot, they can ask specific questions about the meeting's content (e.g., "What was the final decision on the Q3 budget allocation?"). The system provides an immediate, accurate answer based on the meeting record, saving time and speeding up information flow.
Conclusion
action.it Meeting Intelligence is the solution for organizations seeking to boost productivity through intelligent automation while maintaining the highest possible standards for data security and compliance. It delivers critical insights where you need them, then wipes the slate clean, setting a new standard for trusted AI in the workplace.





