Ultra-fast planning, extremely simple
Turn meeting notes into action items
with ChatGPT, on the client's board.
For founders and agency leads: ChatGPT reads the notes from the call and builds the decisions, the dated actions and the open questions on a Storyflow board.
Creatives working for these brands already got early access
- Red Bull
- Canon
- Artlist
- Porsche
See how easy it is to get started
Watch a real project come together, from a blank board to a finished plan, clicked through step by step.
Start from a ready-made template
Pick a board to see what you can build, then let AI fill it in. Every template is a real, editable starting point on the same infinite canvas.
Mind Map
Branch one central idea out into themes and sub-points, then drag the connections around until the structure makes sense.
How do I turn meeting notes into action items with ChatGPT?
Paste the notes or the transcript into ChatGPT and ask for three separate lists (what was decided, who does what by when, and what nobody answered), then put those lists somewhere the team will see them again. Storyflow is an AI visual workspace that turns meeting notes into action items on one infinite canvas: a column of decisions, a column of actions as cards with a date, a checklist of open questions and the notes themselves beside them. Connected to Storyflow, ChatGPT reads the notes and builds those columns on the client's board itself, using its own model, so it costs you no Storyflow AI credits.
Here is what ChatGPT does well with nothing connected. Paste a page of notes typed during a call, half sentences and all, and it finds the eleven things people said they would do, spots the two that clash, and notices that nobody took the pricing question. What it hands back is a tidy summary in the chat. The summary goes into an email, the email is read once, and by the next call nobody can say which actions were done. The list was right. It was just never anywhere the work happens.
Connect ChatGPT to Storyflow and ask for the same thing on the client's board. If the notes or the transcript are a text, Word or PDF file on that board, ChatGPT reads them from there. Otherwise paste them into the chat. It builds a Decisions column with one card per decision. It builds an Actions column where every action is a ticket: a title that starts with a verb, a line saying what done looks like, a label and a due date. It adds one to-do card of open questions, with a line and a tick box for each. If the notes are long, ask for them to be saved as a document on the board, so any card can be checked against what was said.
A worked example you can copy without signing up. A 45-minute call with a client about their spring campaign leaves one page of notes. Read it three times, once for each list. Decisions, 4: the launch moves to 12 May, the budget stays at $18,000, the film is 30 seconds, and Instagram comes before TikTok. Actions, 7: three for the agency (send the new timeline by Friday, book the photographer, draft three headlines), three for the client (send the logo files, approve the budget split, name one person who signs off) and one shared (pick the launch venue). Open questions, 3: who pays for the music, whether the founder appears on camera, and the date of the next call. That is 14 cards from one page: 4, 7 and 3.
A good action item has four parts, and most notes capture only one of them. It starts with a verb: "send", "book", "decide", not "website". It has one name on it, because a task owned by two people is owned by nobody. It has a date, even a rough one. And it says what done looks like, so "sort out the contract" becomes "send the signed contract to the client". Keep decisions apart from actions: a decision is finished and an action is not. And give open questions their own list, or they come back as a surprise in the next call.
The honest limits. The connector does not record or transcribe a call: bring the notes or the transcript from whatever made them. A file you attach in the ChatGPT chat is read in the chat, but the file itself does not reach Storyflow, so upload it to the board if you want it kept there. ChatGPT can write a name on a card, but assigning a person is done in Storyflow, and nothing reminds anyone when a date arrives. It has no tool to delete a card. And it only knows what the notes say: a quiet "maybe" in the room reads as a yes on the page.
Ultra fast from brief to board
From a page of notes to a list people act on.
Do it in the ten minutes after the call, while you still remember what the half sentences meant.
01
Connect ChatGPT to Storyflow once
In ChatGPT on the web, open Settings, then Security and login, and turn on Developer mode. Go to chatgpt.com/plugins and click the plus button. Name it Storyflow, choose Public endpoint, paste https://mcp.storyflow.so/mcp and create it. Sign in to Storyflow when asked, pick the client's project and allow changes.
02
Give ChatGPT the notes
Paste the notes or the transcript into the chat. Or upload the file to the client's board in Storyflow first and ask ChatGPT to read it there. Say who was in the call, so it can tell the agency's actions from the client's.
03
Ask for decisions, actions and open questions
For example: "From these notes, build three things on the Juniper board: a Decisions column, an Actions column with a due date on every card, and a checklist of open questions." The two columns and the checklist appear on the board.
04
Put names on the actions and share the board
Read each card against the notes and fix what ChatGPT got wrong. Set the owners in Storyflow, then send the client a view-only link. Before the next call, ask ChatGPT what changed on the board since this one.
Decisions, actions, open questions and the notes behind them.
ChatGPT reads the notes and writes the cards. Storyflow keeps them on the client's board, next to the work they are about.
The outcome
Three lists, three places on the board
Decisions go in one column, a card each. Actions go in another, each with a due date. Open questions go on a checklist you tick off as the answers come in. Something that is settled never gets mixed up with something still to do.
See transcript to board →
The pile
Loose notes sorted into groups
If you typed the notes straight onto the board as loose cards, ask ChatGPT to sort them. It moves the cards you wrote into named columns, up to 12 in one request. Nothing is typed twice.
See affinity maps with ChatGPT →
The record
Long notes kept as documents
A card is the wrong size for a full page of notes. ChatGPT can move up to 25 long notes into documents in one request, or write the call summary as a document, one section at a time. A note turned into a document leaves the board as a card, because its text has moved.
See AI note taking →
Any assistant
One address for ChatGPT, Claude, Gemini and Grok
Storyflow's connector is one web address for every assistant. Your account lead adds it to ChatGPT and your producer adds it to Claude, each picks the projects it may open, and both work on the same client board.
See how to connect your assistant →ChatGPT reads the notes. Your Storyflow plan is not charged for it.
ChatGPT runs on its own model, so turning notes into cards over the connector uses no Storyflow AI credits. A free account (today, one invited by a paid member) gets a weekly allowance of actions from its assistant, and the pricing page has the current number. Plus, Pro and Max have no limit. Storyflow is paid-only during early access, with plans from $7.99 a month billed annually ($9.99 monthly). A free plan launches before the end of 2026, and anyone a paid member invites to a board joins free.
No Storyflow AI credits spent on anything ChatGPT reads or builds
No limit on connector actions on Plus, Pro and Max
Invite the client to the board: anyone a paid member invites joins free
Decisions, actions and the notes on the same board as the work
Choose which client projects ChatGPT may open, and whether it may change them
Built for people with taste
Where action items from a chat get lost.
ChatGPT finds the actions. The trouble starts when its summary has to become work somebody does.
The email
A summary that is read once
Actions land where the work is: Each action becomes a card on the client's board, beside the brief and the drafts it refers to. There is no recap email to dig out when someone asks what was agreed.
A date on every action: ChatGPT puts the due date from the notes on the card. If the notes gave none, ask it which cards have no date and settle those while the call is still fresh.
Decisions stay decided: Every decision is its own card in its own column, with the date of the call in the text. When pricing comes up again in a month, you point at the card.
Open questions you tick off: The points nobody answered sit on one checklist with a box per line. Tick them as the answers arrive. What is left is the agenda for the next call.
The source
Nobody can check the summary against the call
The notes stay on the board: Keep the transcript as a file or a document on the same board as the cards. When someone disputes an action, the sentence it came from is a click away.
Read from the board, up to a limit: ChatGPT reads text, Word, PDF, Excel and CSV files on the board, up to 25 MB each. It gets the first 40,000 characters of a file. An hour of talk can run past that, so split a long transcript into two files.
Several calls on one board: Put three calls with the same client on one board and ask ChatGPT what was promised in each. It reads each file you point it at and builds the new cards beside the ones already there.
A summary for people who missed it: Ask for a one-page summary as a document on the board, written a section at a time: the decisions first, then the actions, then what is still open.
The follow-through
By the next call nobody knows what was done
Ask what moved since the call: Before the next meeting, ask ChatGPT what changed on the board this week. It reads the board's history and lists the cards that were edited, moved or deleted, and when.
Close an action by asking: Tell ChatGPT the logo files arrived and it moves that card to Done, or changes the date if the plan slipped. It edits the card that is already there.
The client sees their own list: Send the client a view-only link from Storyflow. It opens in a browser with no account, so their three actions are in front of them without another email.
Only this client's project: At sign-in you pick which projects ChatGPT may open. Keep each client in its own project, and notes from one call never surface in a chat about another.
Explore templates for your project
Every template opens as a real, editable board on the infinite canvas. Pick the closest fit and make it your own.
Mind Map
Branch one central idea out into themes and sub-points, then drag the connections around until the structure makes sense.
One app instead of five
Where Storyflow fits between ChatGPT and a meeting recorder.
It turns the notes into cards the team works from. It does not join the call or write the transcript.
Storyflow with ChatGPT
Recommended
Action items pulled out of what was said
Each action a card with a due date on your Storyflow board
Decisions, actions and open questions in separate columns
Actions on one canvas with the client's brief and drafts
Move an action or change its date by asking ChatGPT
Joins your Zoom, Meet or Teams call as a note-taker
Joins the meetings on your calendar without being asked
Plays the recording back from any line of the transcript
ChatGPT on its own
Action items pulled out of what was said
Each action a card with a due date on your Storyflow board
Decisions, actions and open questions in separate columns
Actions on one canvas with the client's brief and drafts
Move an action or change its date by asking ChatGPT
Joins your Zoom, Meet or Teams call as a note-taker
Joins the meetings on your calendar without being asked
Plays the recording back from any line of the transcript
Otter
Action items pulled out of what was said
Each action a card with a due date on your Storyflow board
Decisions, actions and open questions in separate columns
Actions on one canvas with the client's brief and drafts
Move an action or change its date by asking ChatGPT
Joins your Zoom, Meet or Teams call as a note-taker
Joins the meetings on your calendar without being asked
Plays the recording back from any line of the transcript
What creators are saying
Join early creators getting structured workspaces and AI that remembers their projects
“Storyflow has sped up my workflow by at least 3x, which means more flow state and more projects I can actually ship. It truly changed the way me and my team create.”
Reilin Joey
Director & YouTuber
“One prompt gets me a structured board. But the tactics are my favorite. I run my YouTube scripts through them and my intros and retention got better. It's amazing.”
Justkay
YouTuber & Freelance Filmmaker
“I used to juggle five apps to plan a project. Now I describe what I am making and get boards, lists, and a schedule. All in one place.”
George
@fernwehchronicles
Meeting notes and action items with ChatGPT: questions
What founders and agency leads ask before the notes from the next call go in.
In Storyflow, connect ChatGPT and paste the notes or the transcript into the chat. Ask for three things on the client's board: a column of decisions, a column of actions with a due date on every card, and a checklist of open questions. ChatGPT builds them there. You read each card against the notes, put a name on every action, and share the board.
Storyflow turns the notes into work the team can see: your assistant reads them and builds a column of decisions, a column of dated action cards and a checklist of open questions on the client's board, next to the brief and the drafts. It works with ChatGPT, Claude, Gemini and Grok. Otter still joins the call as a note-taker, writes the transcript, names each speaker and plays the recording back from any line.
Yes. Paste it into the chat, or upload it to your Storyflow board as a text, Word or PDF file and ChatGPT reads it from there, up to 25 MB. It gets the first 40,000 characters of a file, and an hour of talk can run past that, so split a long transcript into two files. A file attached in the ChatGPT chat is read in the chat but does not reach Storyflow.
Use ChatGPT on the web, on Plus, Pro, Business, Enterprise or Edu. Open Settings, then Security and login, and turn on Developer mode (on Business and Enterprise an admin turns it on). Go to chatgpt.com/plugins and click the plus button. Name the connector Storyflow, choose Public endpoint, paste https://mcp.storyflow.so/mcp and create it. Then sign in to Storyflow and pick the projects ChatGPT may use.
No. Storyflow's connector gives ChatGPT no tool for recording a call or turning audio into text, and Storyflow does not join calls. Bring typed notes, or a transcript from whatever recorded the meeting, such as Otter, Zoom, Teams or Meet. Storyflow starts where the transcript ends: it turns what was said into cards the team works from.
Four things: it starts with a verb, it has one name on it, it has a date, and it says what done looks like. "Website" is a topic. "Send the client three homepage headlines by Friday" is an action. In Storyflow each action is a ticket, so the title carries the verb, the description says what done means, and the date sits on the card.
It can put names on them. ChatGPT reads who is on the Storyflow board and writes a name in each action's title or description, and it can label a card "Agency" or "Client". Making a person the owner of a card is your job, in Storyflow. Storyflow sends no reminder when a date arrives, so check the dates yourself or ask ChatGPT what is overdue.
Yes, when you ask. In any later chat, ChatGPT reads the Storyflow board as it is now and tells you which actions are still open, or what changed in the last day, week or month. Tell it an action is done and it moves the card or edits it. It reads the board when you ask: Storyflow sends it nothing between chats.
Yes, if you share the board. In Storyflow, make a view-only link and send it. It opens in the client's browser with no account, so their actions are in front of them. To comment, the client signs in. ChatGPT cannot create or change share links and the connector cannot send email, so nothing reaches the client until you share it.
Over Storyflow's connector, ChatGPT cannot record or transcribe a call, cannot pass a file you attached in the chat on to the board, and has no tool to delete a card. It cannot see pictures on the board. For a photo of the meeting-room whiteboard, it gives you an "Add your photos" link, valid for 15 minutes, and you upload the photo to the board through it.
No. ChatGPT does the reading and the writing on its own model, so nothing it builds over the connector uses Storyflow AI credits. A free Storyflow account (today, one invited by a paid member) has a weekly allowance of actions from its assistant, and the pricing page shows the current number. Plus, Pro and Max have no limit. Storyflow is paid-only during early access, with plans from $7.99 a month billed annually ($9.99 monthly).
Only the ones you allow. At sign-in, Storyflow asks whether ChatGPT may use all your projects or only the ones you pick, and whether it may make changes or only read. Give each client a project of its own, and notes from one call never surface in a chat about another. A connection ends after 30 days, or sooner if you revoke it in Settings under Connected apps.
Yes. Storyflow's connector is one address, https://mcp.storyflow.so/mcp. In Claude, add it under Customize, then Connectors; on the Free plan Claude allows one custom connector. Gemini's custom apps need a personal Google account with Keep Activity on, in the US, for people 18 or over, in English. On Grok Business and Enterprise, a team admin adds it in the xAI console first. Each one reads the same notes and builds on the same board.
More from Storyflow
Storyflow MCP server
Connect ChatGPT to Storyflow
Transcript to board
Client updates with ChatGPT
Kanban board with Claude
Project plan with ChatGPT
AI note taking
Document to project board
Affinity map with ChatGPT
Agency client project planning
Creative client onboarding
Retrospective template
Visual project planning
Storyflow for agencies
Storyflow for startups
Storyflow for consultants
Hand ChatGPT the notes. Hand the team the actions.
Decisions, dated actions and open questions, built in one conversation and kept on the client's board.