Your AI Chief of Staff Agent turns meeting conversations into clear outcomes and lasting context. When subscribed to a meeting, the agent captures the discussion and produces a concise summary with key discussion points, decisions, risks, and recommended next steps.

Anyone invited to the meeting series can receive a meeting summary in their preferred agent communication channel - Microsoft Teams, Slack, or email. From the notification, you can open the full summary and capture follow-up actions too.

Beyond the summary, the meeting conversation becomes part of the agent's memory. You can later ask questions about past meetings, and the agent will use those discussions as context to help guide priorities, decisions, and focus areas.

Meeting summaries can be delivered to both the meeting organizer and meeting participants. Both follow similar setup steps; the differences between the two roles are summarized in the Quick Reference table at the end of this article.

Anyone who wants to receive a meeting summary - organizer or participant -completes the same steps below. However, if the meeting organizer adds their Chief of Staff agent to the meeting series, participants can get the summary even without adding their own Chief of Staff agent.

If the organizer does not subscribe their agent, each participant who wants a summary must subscribe their own Chief of Staff agent to the meeting series. One participant subscribing covers only that person, not the others. Enabling delivery (Step 2) is done per person, and admitting the Notetaker (Step 3) happens once in the live meeting. Even if multiple Chief of Staff agents are added to the meeting series, only one Notetaker will join the call.

Only recurring meetings from your Outlook calendar with a MS Teams link can be subscribed at this time. When you connect a recurring meeting, all instances in that series are added - not just a single occurrence.

In your Agent Responsibility settings, confirm that Send Meeting Summaries/Follow-up is enabled.

Make sure your preferred Agent Notification preferences are set in Agent General Settings, so the summary can be delivered to Teams, Email, or Slack.

When the meeting starts, the WorkBoard AI Notetaker will join the Teams call approximately 2 minutes before the scheduled start time. A participant must admit the notetaker to allow it to capture the meeting.

After the meeting ends, WorkBoard AI processes the meeting and generates insights. In most cases, summaries become available within about 10–20 minutes after the meeting ends.

When the summary is ready, all eligible users receive a notification in their chosen channel. Selecting Capture Next Steps opens the detailed meeting summary inside the WorkBoard agent, which includes:

From the Capture Next Steps section, you can create action items from the meeting summary. This allows teams to quickly convert meeting outcomes into trackable work assigned to accountable parties with due dates.

Pressing Capture Next Steps opens the meeting summary in your agent window. Scroll to the bottom of the page to see suggested action items and a link to create an action item for each recommendation.

Note: All participants receive the same meeting summary and the same suggested action items.

Once a meeting summary is available, you can ask your WorkBoard agent questions such as:

The agent uses meeting summaries as a contextual data source not only when you ask about specific meetings, but also when analyzing follow-ups, risks, and creating periodic reporting such as Daily Memos, 1:1 Prep and Progress Summaries, Risk Analysis, and more.