Have you let an AI notetaker write your meeting notes and action items?

Tools like Copilot in Teams, Zoom AI Companion or Otter join the call, write the summary and list who owes what. You just check it and send.

Have you tried running your standup as a written check-in in chat instead of a call?

Bots like Geekbot or a Slack or Teams workflow ask everyone the same three questions each morning and post the answers. You only meet when someone is blocked.

How to automate it

How to automate “sit in status or update meetings”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min

typically, once a week

50%

of the time can be automated

Easy

to set up

Fix 1 of 1

Process fix

Replace the status meeting with a written update

Everyone posts three lines in a shared thread before a set time; you only meet when something is blocked.

Typically saves about 60% of the time15 min to set up

1Agree a format: done, next, blocked.
2Create a channel or a thread that repeats every week.
3Ask everyone to post by a set time; the lead reads them and replies to the blockers.
4Keep a shorter meeting only for the blockers, or cancel it outright.

Tools: Slack, Teams or email

Quick wins

Have you tried…

Have you let an AI notetaker write your meeting notes and action items?: Tools like Copilot in Teams, Zoom AI Companion or Otter join the call, write the summary and list who owes what. You just check it and send.
Have you tried running your standup as a written check-in in chat instead of a call?: Bots like Geekbot or a Slack or Teams workflow ask everyone the same three questions each morning and post the answers. You only meet when someone is blocked.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Department head / Director People manager / Team lead Sales Development Rep (SDR / BDR)Account Manager Inside Sales Rep Sales Manager Sales Ops / RevOps Marketing Manager / Generalist Content / Social Media Demand Gen / Performance Marketing Marketing Ops / Automation Brand / Graphic Design PR / Communications Customer Support Agent Support Team Lead / Manager Customer Success Manager Implementation / Onboarding Specialist Operations manager Project manager Program manager / PMO Business analyst Controller / accounting manager FP&A analyst CFO / finance manager Recruiter HR business partner Learning & development specialist In-house counsel Contract manager Compliance manager Product manager UX / UI designer Technical writer Data / BI analyst Data engineer Data scientist Agency Account / Client Manager Agency Project Manager Consultant Practice / clinic manager Physician / clinician Dentist Veterinarian Plant / operations manager Inventory / supply planner Program manager / coordinator

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How to automate “sit in status or update meetings”

Replace the status meeting with a written update

Have you tried…

Who does this task

How many hours does this cost you?

Other common tasks for Department heads / Directors