{
  "@type": "help_guide",
  "id": "meeting-history",
  "title": "Meeting notes, decisions and follow-ups",
  "kind": "feature",
  "summary": "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.",
  "aliases": [
    "meeting notes",
    "meeting history",
    "last meeting",
    "what did we decide",
    "action items",
    "meeting follow-up",
    "follow-up email",
    "meeting summary",
    "who attends our calls"
  ],
  "engine": "growth_loop",
  "agents": [],
  "related": [
    {
      "id": "meetings",
      "page": "https://nexus.effiqs.com/help/meetings"
    },
    {
      "id": "clickup-tasks",
      "page": "https://nexus.effiqs.com/help/clickup-tasks"
    },
    {
      "id": "growth-loop-engine",
      "page": "https://nexus.effiqs.com/help/growth-loop-engine"
    }
  ],
  "reviewed": "2026-10-15",
  "sections": [
    {
      "heading": "What it does",
      "key": "what-it-does",
      "markdown": "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."
    },
    {
      "heading": "Use it",
      "key": "use-it",
      "markdown": "Each question has its own answer:\n\n- **\"When was our last meeting with the client?\"** Also counts meetings that had no transcript.\n- **\"Summarize the last client call.\"**\n- **\"What did we decide with the client?\"** Decisions that were later changed show as replaced, so you see the current one.\n- **\"What action items are still open with the client?\"**\n- **\"Who are the stakeholders in our client meetings?\"**\n\nAfter a meeting:\n\n- **\"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.\n- **\"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.\n- 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.\n\nFor notes you paste that Nexus never ingested, see the ClickUp tasks guide (project plan from meeting notes)."
    },
    {
      "heading": "Troubleshooting",
      "key": "troubleshooting",
      "markdown": "- **Nexus says there are no meetings.** None were ingested for this client yet. Run meet transcripts first (meetings guide).\n- **An owner wasn't matched.** The name in the meeting doesn't match a ClickUp member. Fix it in the preview before you approve."
    },
    {
      "heading": "Prompts",
      "key": "prompts",
      "markdown": "- \"When was our last meeting with the client?\"\n- \"Summarize the last client call.\"\n- \"What did we decide with the client?\"\n- \"What action items are still open with the client?\"\n- \"Who are the stakeholders in our client meetings?\"\n- \"Draft the follow-up email for the client meeting.\"\n- \"Turn the meeting's action items into ClickUp tasks.\"\n- \"Approve the meeting action items.\"\n- \"Give me my own action items from this transcript.\""
    }
  ],
  "prompts": [
    {
      "text": "When was our last meeting with the client?",
      "tool": "read_meeting_history"
    },
    {
      "text": "Summarize the last client call.",
      "tool": "read_meeting_notes"
    },
    {
      "text": "What did we decide with the client?",
      "tool": "read_meeting_decisions"
    },
    {
      "text": "What action items are still open with the client?",
      "tool": "list_meeting_action_items"
    },
    {
      "text": "Who are the stakeholders in our client meetings?",
      "tool": "read_meeting_stakeholders"
    },
    {
      "text": "Draft the follow-up email for the client meeting.",
      "tool": "compose_meeting_followup"
    },
    {
      "text": "Turn the meeting's action items into ClickUp tasks.",
      "tool": "propose_meeting_action_items"
    },
    {
      "text": "Approve the meeting action items.",
      "tool": "enqueue_meeting_action_items"
    },
    {
      "text": "Give me my own action items from this transcript.",
      "tool": "suggest_tasks_from_meeting"
    }
  ],
  "page": "https://nexus.effiqs.com/help/meeting-history",
  "markdown": "https://nexus.effiqs.com/help/meeting-history.md"
}