BuildBetter automatically identifies action items from your calls and conversations, ensuring nothing falls through the cracks. Unlike traditional task management, action items retain their full context—who said it, when, and why—making follow-up clearer and more effective.

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Understanding Action Items

Action items in BuildBetter are automatically extracted commitments and tasks:

AI-Extracted Tasks

Automatically identified from meeting discussions without manual note-taking

Full Context Preserved

Each action item links back to the exact moment it was discussed

Smart Organization

Organize by project, person, or custom folders for easy tracking

Integration Ready

Export to Jira, Linear, or other project management tools

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How Action Items Are Identified

BuildBetter’s AI recognizes action items through:
Direct statements of tasks:
  • “I’ll send the proposal by Friday”
  • “We need to update the documentation”
  • “Can you review this before our next meeting?”
  • “Let’s schedule a follow-up call”
Action items are extracted in real-time as recordings are processed. The AI understands context to distinguish between actual tasks and general discussion.

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Finding and Viewing Action Items

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Accessing Action Items

Navigate to action items through multiple paths:
  1. Signals Dashboard: Filter signals by type “Action Item”
  2. Call Details: View action items extracted from specific meetings
  3. Global Search: Search for action items across your workspace
  4. People Profiles: See action items associated with individuals

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Action Item Display

Each action item shows:

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Organizing Action Items

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Using Folders

Create a task management system with folders:
1

Create Project Folders

Set up folders for different projects or initiatives
2

Add Action Items

Move action items to relevant folders as they’re identified
3

Track Progress

Use folder structure to track open vs completed items
4

Share with Team

Make folders accessible to relevant team members

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Filtering and Sorting

Find specific action items using filters: By Time
  • Today’s action items
  • This week’s commitments
  • Overdue items (based on mentioned dates)
By Person
  • Tasks assigned to specific individuals
  • Commitments made by team members
  • Customer requests
By Context
  • Company-specific action items
  • Project-related tasks
  • Meeting-specific commitments
By Priority
  • Use severity scores to identify urgent items
  • Filter by sentiment for critical issues
  • Sort by creation date for FIFO processing
Create saved filter views for common queries like “My open action items” or “This week’s customer commitments.”

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Taking Action on Items

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Export to Project Management Tools

Convert action items to Jira tickets:
  1. Select the action item
  2. Click “Create Ticket”
  3. Choose Jira as destination
  4. AI generates title and description
  5. Select project and issue type
  6. Ticket created with link back to source

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Tracking Completion

While BuildBetter doesn’t have built-in task status, use these methods: Folder-Based Tracking
  • Create “Open” and “Completed” folders
  • Move items between folders as you progress
  • Add date-based folders for sprints or weeks
Tag-Based System
  • Add tags like “done”, “in-progress”, “blocked”
  • Use consistent naming for easy filtering
  • Combine with filters for status views
Integration Sync
  • Track status in your project management tool
  • Use source links to update context
  • Keep BuildBetter as the source of truth for context

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Best Practices

Review regularly: Check action items weekly to ensure nothing is missed
Verify extraction: AI is accurate but always verify critical commitments
Add context: Use folders and tags to add project context
Close the loop: Update or move completed items to maintain clarity
Integrate wisely: Use project management tools for complex workflows

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Common Use Cases

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Meeting Follow-Up

  1. After each meeting, review extracted action items
  2. Verify ownership and deadlines mentioned
  3. Export to project management system
  4. Share summary with participants

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Sprint Planning

  1. Filter action items by date range
  2. Group by project or feature area
  3. Prioritize based on severity scores
  4. Create sprint tickets in bulk

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Customer Commitments

  1. Filter action items by external participants
  2. Track promises made to customers
  3. Set up alerts for approaching deadlines
  4. Ensure account team awareness

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Personal Task Management

  1. Filter for “my action items”
  2. Organize by priority and project
  3. Review daily or weekly
  4. Track completion rate

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Understanding Context

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Why Context Matters

Traditional task management loses crucial information:
  • Why was this task created?
  • What was the full discussion?
  • Who else needs to know?
  • What are the dependencies?
BuildBetter preserves all of this through source links.

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Using Context Effectively

1

Click Source Link

Navigate to the original conversation
2

Watch the Moment

See the exact discussion that created the task
3

Understand Fully

Get complete context before taking action
4

Make Informed Decisions

Use full context to prioritize and execute properly

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Limitations and Workarounds

Current Limitations:
  • No built-in due date tracking
  • No automatic status updates
  • No assignment notifications
  • No completion tracking
Recommended Workarounds:
  • Use folder organization for status
  • Export to project management tools for complex tracking
  • Set up manual review cycles
  • Use tags for additional metadata

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Tips for Success

For Managers: Create team-specific folders and review in 1:1s
For Project Leads: Export to your PM tool but keep context links
For Individuals: Set up a personal action item review routine
For Customer Success: Track all customer commitments in dedicated folders
Action items in BuildBetter bridge the gap between what’s discussed and what gets done, ensuring every commitment is captured with full context. While it’s not a complete task management system, it excels at the critical first step: making sure nothing is forgotten.