Todoist kept current from your email and meetings

Ideas to put to work

Every commitment captured, organized by client.

• G

  Commitments captured from meetings

  Sofia reads the Granola notes from each meeting and creates a Todoist task for every action you took on, with its due date.

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  Project for each new client

  When a deal closes in HubSpot, Sofia creates a Todoist project for the client with sections and starter tasks.

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  Requests from email

  Sofia reads Outlook emails that ask you for something and creates a task with the request and the deadline.

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  Weekly review

  Sofia filters overdue and stale tasks, comments on each with what's blocking, and suggests what to move or close.

Works well with

• GGranolaAI meeting notes app
• HubSpotCRM and marketing platform for growing businesses
• Microsoft OutlookMicrosoft's email and calendar
• AsanaWork management for projects and tasks
• ClickUpProject management for tasks, docs and goals
• Mmonday.comWork management boards for projects and workflows
• JiraIssue and project tracking
• LinearIssue tracking and project planning