Back to section

Integrations

Meeting proposals and actions

GrowthProfessional

Turn meeting suggestions into tasks or content cards with controlled approve and dismiss flows.

After a meeting is processed you review suggestions from the recording—approve or dismiss in the meeting view.

Roles and destinations

Approval fails if you lack write access to the destination card, queue, or session. Adjust sharing or pick another target (see Layered sharing and access).

Find the pane
  1. Open processed meeting detail from the meetings list.
  2. Locate whichever tab/stack lists actionable cards with citations if available.
Approve or dismiss
  1. Choose Approve (or synonym) once the downstream routing dialog matches your playbook.
  2. Complete destination selectors such as workspace, project board column, or planning session when prompted.
  3. Use Dismiss to declutter speculative noise; retain proof for audits according to compliance requirements.
Batch workflows & duplicates
  1. Select multiple rows with checkboxes when available.
  2. Use Approve selected / Dismiss selected to process several proposals at once.
  3. Re-analysis can create duplicate rows—review duplicates before approving.

Pair with Planning or content ops

Long-horizon comms spikes usually land in structured Planning sessions whereas single-slot deliverables spawn standard content cards.