Your AI Chief of Staff Agent turns meeting conversations into clear outcomes and lasting context.
When invited to a meeting, the agent captures the discussion, generates a transcript, and produces a concise summary with key discussion points, decisions, risks, and recommended next steps.
Anyone who has subscribed to the meeting receives the summary in their preferred channel—Microsoft Teams, Slack, or email.
From the notification, you can open the full summary and capture follow-up actions directly.
Beyond the summary, the 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.
Inviting Chief of Staff to Meetings
To receive meeting summaries, you must subscribe to the meeting through your agent’s data connections.
Open Agent Settings
Navigate to Data access
Select Add External Source
Choose Meetings
Select the recurring meeting from your calendar
When you connect a recurring meeting, all meetings in that series are added, not just a single instance. You will still need to admit the Chief of Staff to each meeting for it to join and transcribe the meeting.
You can only select recurring meetings from your Outlook calendar - with a Teams link at this time.
How the AI Notetaker works
The WorkBoard AI Notetaker joins Microsoft Teams meetings to capture the discussion and generate insights.
The notetaker typically joins the meeting about 2 minutes before the scheduled start time.
A participant must admit the WorkBoard AI Notetaker to allow it to capture the meeting. If the notetaker is not admitted, the meeting cannot be transcribed and no summary will be generated.
The notetaker waits up to 8 minutes to be admitted.
Even if multiple users have invited their Chief of Staff to the meeting, you will only see one WorkBoard Chief of Staff admitted to the call.
At any time, you can remove the Chief of Staff (the same way any attendee can be removed from a call).
Post Meeting Summaries
After the meeting ends, WorkBoard AI processes the transcript and generates insights. In most cases, summaries become available within about 10-20 minutes after transcript processing is complete.
When the summary is ready, users who subscribed their agents to the meeting receive a notification in Teams, Slack, or email. The notification highlights the key outcomes from the meeting and includes a Capture Next Steps option.
Selecting Capture Next Steps opens the detailed meeting summary inside the WorkBoard agent where you can see a full meeting transcript that includes:
Meeting Overview
Key Discussion Points
Decisions Made
Risks, Blockers, or Open Questions
5. Action Items / Next Steps
Turn meeting outcomes into actions
From the Next Steps section, you can create action items directly from the meeting summary. This allows teams to quickly convert meeting outcomes into trackable work assigned to accountable parties with due dates.
Asking your Agent questions about meetings
Once a meeting transcript is available, you can ask your WorkBoard agent questions such as:
What decisions were made in X meeting?
What follow-up actions came out of the discussion?
What risks were identified?
What should I prepare for the next meeting?
For improved results:
Reference the meeting clearly (for example: “in Product-Marketing Sync last Tuesday…”)
Ask for a specific output (for example: “list decisions,” “owners + due dates,” “risks only”)
Add a timeframe when useful (for example: “in the last 2 weeks minutes,” “in the last 20 minutes of the meeting”)
The agent uses meeting transcripts as 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
1on1 Prep and Progress Summaries
Risk analysis
and much more