Meeting notes, decisions and follow-ups

What it does

Once Nexus has ingested a client's meetings (meetings guide), you can ask about them: when you last met, what was said, what was decided, what's still open and who attends. Nexus answers from the saved meetings, not from memory, and can draft the follow-up or turn the action items into ClickUp tasks.

Use it

Each question has its own answer:

• "When was our last meeting with the client?" Also counts meetings that had no transcript.
• "Summarize the last client call."
• "What did we decide with the client?" Decisions that were later changed show as replaced, so you see the current one.
• "What action items are still open with the client?"
• "Who are the stakeholders in our client meetings?"

After a meeting:

• "Draft the follow-up email for the client meeting." A recap with action items, owners, due dates and next steps, delivered as a Google Doc for you to send.
• "Turn the meeting's action items into ClickUp tasks." Nexus matches each owner to a ClickUp member and shows a preview. "Approve the meeting action items." creates them.
• Your own to-dos only: "Give me my own action items from this transcript." Paste the transcript; Nexus adds the ones you pick to your personal task list.

For notes you paste that Nexus never ingested, see the ClickUp tasks guide (project plan from meeting notes).

Troubleshooting

• Nexus says there are no meetings. None were ingested for this client yet. Run meet transcripts first (meetings guide).
• An owner wasn't matched. The name in the meeting doesn't match a ClickUp member. Fix it in the preview before you approve.

Prompts

• "When was our last meeting with the client?"
• "Summarize the last client call."
• "What did we decide with the client?"
• "What action items are still open with the client?"
• "Who are the stakeholders in our client meetings?"
• "Draft the follow-up email for the client meeting."
• "Turn the meeting's action items into ClickUp tasks."
• "Approve the meeting action items."
• "Give me my own action items from this transcript."

Machine twins: /help/meeting-history.json · /help/meeting-history.md · /help.json · /llms.txt

Reviewed 2026-10-15. In Slack, ask Nexus how do I … and it answers from this guide, with where your company stands.