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Answers “what are my action items?” without re-reading transcripts. Action items are extracted automatically from meeting notes and email threads into structured records, so the agent can retrieve exactly what’s outstanding per account. Defaults to your open commitments across all accounts, grouped by account.

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Parameters

NameTypeRequiredDescription
ownerstringme (default — your commitments), prospect (theirs), or all.
statusstringopen (default), done, or all.
focusstringScope to one account — an email or entity UUID.
duestringtoday, week, or all (default). today/week only return items that carry a due date.

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Returns

3 action items:

Muhammad Taimoor Ali:
  [you] Share the MVP within ~2 weeks
  [you] Schedule the July follow-up
  [them] Send the calendar link
If nothing matches: 
No matching action items.
[you] is your commitment to the account; [them] is the prospect’s.

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How items are captured

Action items are extracted from meeting transcripts (Fireflies / Fathom) at ingest — never typed by hand. Each is tagged with its owner and attached to the meeting’s account. They live in the substrate for agents to read; they are not shown as a separate tab in the app.

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When to call it

  • At the start of your day — “what are my action items?”
  • Before reaching out — “what do I owe this account?” (focus)
  • As a recurring brief — surface open commitments into Slack or a task queue

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Backed by

GET /v2/action-items — see the HTTP reference for the raw JSON shape.