As we spent time with Xembly users, we quickly realized it isn’t enough to capture notes and summarize meetings. The reality is that people are jumping from meeting to meeting and rarely have time to actually review notes.
The most important thing is to identify the action items and help users close things out. Over the past six months, we have been working on helping you identify & complete tasks within your existing workflow.
1 | Identifying tasks
The first step is accurately identifying tasks. The average meeting has 4.7 action items. However, only a small subset of action items are captured accurately.
We have focused on training a purpose-built system to automatically identify tasks from the meeting while eliminating non-work commitments (“You should really check out the new U2 show at The Sphere!”).
After each meeting, you get your tasks automatically summarized with owners and dates.
You can also quickly generate ad hoc tasks as these come up and they are captured by Xembly.
2 | Blocking time for action items from meetings
A best practice is to block time to complete tasks. For tasks that are important to complete in a timely manner, Xembly helps you block time on your calendar. You just click block time and Xembly finds time on your calendar.
3 | Auto-moving blocked time when you need more time to complete a task
If you complete a task, just mark it done, or delete it from your calendar, and Xena will consider it completed. If you haven’t completed the task and haven’t deleted the event on your calendar, Xena moves the reminder or task to a future date. We found that the completion rate goes up from 64% to 82% by helping people block time for tasks (that’s a 28% increase in task completion).
4 | Works perfectly within your existing Workflow
All your tasks from Xembly can also be easily synchronized within whatever workflow you use. We have already seen users synchronize Xembly tasks with Asana, ClickUp, Coda, Hubspot, Notion, Salesforce, and many others.
Xembly Tasks is available now. If you are not already using Xembly, sign up for a free trial today, and save 8 hours of tedious work each week. Get started here.