Tallis

Early access workflow guide

Turn meeting notes into clear next steps

Tallis can organize meeting notes into decisions, open questions and next steps, then draft a follow-up for review. Missing owners or deadlines stay visible rather than being guessed.

For operators who leave calls with useful notes and an unfinished follow-up.

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How can I turn meeting notes into actions and a follow-up draft?

Agreements are scattered across notes. Reconstructing them later creates missed handoffs, invented deadlines and another round of clarification.

A decision summary, action list and concise follow-up draft.

How the workflow works

  1. Share notes or a transcript you are permitted to use.
  2. Separate explicit decisions from suggestions and unresolved questions.
  3. Review action items with the owners and dates actually stated.
  4. Approve the follow-up draft before sending it.

Try this instruction

Turn these notes into decisions and next steps. Use only named owners and agreed dates. List missing details separately and draft a short follow-up.

Illustrative instruction, not a completed customer result.

Keep the work moving, on your terms

Delegate from your phone.

Send a task and check back in Telegram, wherever you have an internet connection.

Choose what needs your approval.

Review proposed actions and keep control of what Tallis can do.

Common questions

Will it invent deadlines?

The instruction should require missing dates to be marked unknown. Review the output against the original notes.

Can Tallis send the follow-up?

Only through a supported connection and the required authorization. Draft preparation works as a separate step.

Bring the task you keep putting off.

Join the Tallis waitlist and tell us which part of this workflow you want to delegate. We will confirm the supported scope before you start.

Join the waitlist

Related workflows

Prepare meeting times without the back-and-forth

Tallis can compare the availability you provide, identify suitable meeting slots and draft an invitation. Confirm the attendees, time zones and duration before a calendar change is made.

Find the emails that need your attention

Tallis can help sort the messages you provide into urgent decisions, replies to draft and items to revisit. Start with a bounded set of emails and keep sending under your control.

Workflow inspiration

These public examples informed the workflow. Their authors are not presented as Tallis users or endorsers, and their results do not establish Tallis performance.

Reviewed 2026-09-08.