When new meeting notes are available in Read AI, create tasks in Todoist
When Read AI has notes ready for a new meeting, this workflow creates a Todoist task from them, so each meeting’s summary and action items land in your task list instead of staying in a recap email.
Read AI
Todoist2 steps Setup ~5 min Used on 2.5k sites Productivity Free to import
What this workflow does
Meeting notes are only useful if someone acts on them. Read AI writes a summary and action items, but they live in Read AI or a recap email, apart from the list you work from every day. This workflow puts each meeting's notes into Todoist as a task you can schedule and tick off.
The Read AI trigger starts a run once Read AI has finished the notes for a new meeting, including its summary and action items. FlowMattic passes that data to Todoist, where Create Task adds a new task. You decide what goes into it during setup, for example the summary and the list of action items.
As imported, each meeting produces one Todoist task, not one task per action item. That keeps your list short and gives you a single place to review what was agreed. Task History shows the data Read AI sent for each meeting, which helps you choose what to map.
Client calls for a consultant
After each client call recorded by Read AI, a Todoist task holds the meeting's action items, ready for you to work through before the next session.
Weekly team syncs
A team lead gets one Todoist task per sync with the agreed follow-ups, and moves it into the right project for the week.
Sales discovery meetings
Every discovery call produces a task with Read AI's summary, reminding the rep to send the proposal or next-step email.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Read AI New Meeting NotesFires when Read AI has notes ready for a new meeting, including details such as the summary and action items. That data is passed to Todoist.
- Todoist Create Task
Creates one Todoist task per meeting from the Read AI data you map, such as the summary and action items. Connect your Todoist account on import.
What you need
- FlowMatticCore
- Read AI AccountAccount
- Todoist AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Want one task per action item? If Read AI sends the action items as a list, add an Iterator before the Todoist step so each item becomes its own task.
- Add a Filter after the trigger that continues only when the action items are not empty, so meetings with nothing to follow up don't add tasks.
- Run one meeting through Read AI after import, then open Task History to see which fields it sent before you finish mapping the Todoist task.
Questions about this workflow
Does every Read AI meeting create a Todoist task?
Yes, as imported. Each time notes are ready for a new meeting, one task is created. Add a Filter if some meetings should be left out.
Will each Read AI action item become a separate Todoist task?
Not as imported. The template creates one task per meeting. An Iterator can split a list of action items into separate tasks if Read AI sends them as a list.
Does Read AI need to be connected to my calendar for this?
Read AI has to record or join the meeting for notes to exist. The workflow only reacts once those notes are available, so set up Read AI for your meetings as you normally would.
Are past Read AI meetings added to Todoist?
No. Only meetings whose notes become available after the workflow is on start a run.
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