Skills Productivity Automating Action Items and Follow-ups

Automating Action Items and Follow-ups

v20260423
twinmind-core-workflow-b
This secondary workflow automates post-meeting follow-up processes. It intelligently extracts action items, inferring priority and assignees, and synchronizes these tasks to external project management tools (e.g., Asana, Jira, Linear). It also generates and sends follow-up emails, creating a complete, automated task lifecycle management system.
Get Skill
379 downloads
Overview

TwinMind Core Workflow B: Action Items & Follow-ups

Contents

Overview

Secondary workflow for extracting action items with priority/assignee inference, automating follow-up emails, and syncing tasks to project management tools (Asana, Linear, Jira).

Prerequisites

  • Completed twinmind-core-workflow-a (transcription)
  • Valid transcript or summary available
  • Integration tokens for external services (optional)

Instructions

Step 1: Extract Action Items

Build ActionItemExtractor that calls TwinMind's /extract/action-items endpoint with options for context inclusion, speaker-based assignment, and due date inference. Auto-classify priority (high/medium/low) from keywords and categorize items (Review, Development, Communication, Meetings, Documentation).

Step 2: Automate Follow-up Emails

Create FollowUpAutomation with generateFollowUp() (AI-generated email with summary + action items), sendFollowUp() (immediate send), and scheduleFollowUp() (delayed send).

Step 3: Integrate with Task Management

Implement a TaskIntegration interface with createTask() and updateTask(). Build concrete integrations for Asana (REST API) and Linear (GraphQL) with priority mapping. Use factory pattern via getTaskIntegration().

Step 4: Orchestrate Complete Follow-up

Wire everything in runFollowUpWorkflow(): extract action items, create tasks in external system, then send or schedule follow-up email to attendees.

See detailed implementation for complete ActionItemExtractor, FollowUpAutomation, task integrations, and orchestration code.

Output

  • Extracted action items with assignees and due dates
  • Tasks created in project management tool
  • Follow-up email sent or scheduled
  • Complete audit trail

Error Handling

Error Cause Solution
No action items found Transcript too vague Verify meeting had clear action items
Task creation failed Invalid project/team ID Check integration credentials
Email send failed Invalid recipients Verify email addresses
Assignee not found Name mismatch Map speakers to user accounts

Examples

Basic usage: Apply twinmind core workflow b to a standard project setup with default configuration options.

Advanced scenario: Customize twinmind core workflow b for production environments with multiple constraints and team-specific requirements.

Supported Integrations

Service Tasks Due Dates Assignees Priority
Asana Yes Yes Yes No
Linear Yes Yes Yes Yes
Jira Yes Yes Yes Yes
Notion Yes Yes Yes No

Resources

Next Steps

For troubleshooting issues, see twinmind-common-errors.

Info
Category Productivity
Name twinmind-core-workflow-b
Version v20260423
Size 4.1KB
Updated At 2026-04-28
Language