How to Take Meeting Notes Using Asana and Fellow

If your team spends more time chatting about action items than working on them, effective meeting notes could be your solution. Read on to see how you can combine Asana with Fellow to take great meeting notes that will improve org-wide productivity and increase team accountability. 

• What is Asana best used for?
• What are the benefits of connecting Asana to your meeting notes software?
• How to take meeting notes with Asana and Fellow
• How to integrate Fellow and Asana

What is Asana best used for?

Asana is a collaborative project management software for groups looking to manage remote work and projects, track progress, and organize processes. The tool has many task management, communication, reporting, and team management features and is built to support any workflow. 

Projects often involve multiple meetings like project kickoffs, weekly check ins, requirement meetings, and more. Fellow seamlessly integrates with Asana to elevate team collaboration further. This integration ensures that project planning and execution are documented into clear action items for seamless tracking.

So if your project boards live in Asana but your project meeting notes, action items, and transcripts live in Fellow, you can sync both tools to ensure action items are completed and followed-up on. Syncing is automatic – no manual transfer is required from Fellow to Asana.

What are the benefits of connecting Asana to your meeting notes software?

Taking thorough meeting notes has many advantages. Leveraging tools like Fellow, these meeting notes can provide structure to the meeting and a detailed plan of action for attendees after the meeting ends. Meeting notes also document the most important points discussed during a meeting and provide a record of the discussion to which stakeholders can refer later. By prioritizing comprehensive note-taking within Fellow and Asana, organizations can optimize meeting outcomes, enhance productivity by monitoring action items, and lay a solid foundation for decision-making, ultimately saving valuable time and resources.

How to take meeting notes with Asana and Fellow

• Create a meeting agenda in Fellow
• Document decisions using AI
• Track action items
• Drive accountability and follow-up

1Create a meeting agenda in Fellow

A meeting agenda will help you and your colleagues prepare for and guide important discussions. Begin by crafting a strategic agenda using Fellow, focusing on key discussion points, goals, and outcomes aligned with your organization’s strategic objectives. It’s easy to forget to prepare for a meeting but Fellow can automatically send reminders to the meeting attendees. This will remind people to add their own thoughts and ideas before the meeting.

2Document decisions using AI  

Fellow’s AI Meeting Copilot automatically records, transcribes, and summarizes your meetings while seamlessly integrating into your meeting workflow and favorite tools, like Asana. The AI Meeting Copilot allows for an accurate record of the meeting and the ability for meeting attendees to stay present during discussions.

In addition, the Fellow AI Meeting Copilot generates meeting sections to organize talking points as well as action items and decisions based on the conversation so everyone is aligned and follow-ups are clear.

3Track action items in Asana with the Fellow integration 

Automatically send action items generated during your Fellow meetings over to Asana to streamline your team’s task management. When you combine Fellow and Asana, no task gets left behind. Use this integration to keep everyone in the loop about the completion status of each piece of the project. Remind teammates to review their tasks often and keep their tasks up to date with any new information or changes.

4Drive accountability and follow-up 

Share meeting notes and action items with relevant stakeholders post-meeting to drive accountability and ensure alignment on next steps. You can automate this step in Fellow by sending post-meeting recaps to attendees and any stakeholders you want informed.

How to integrate Fellow and Asana 

You can integrate Fellow and Asana in a few easy steps:

Start by visiting User Settings on your Fellow account and selecting Integrations. Click on the Asana card and follow the prompts from there to log in to your Asana account.

Once you’re in Asana, create a Project. Now that you’re connected, you and your team can decide whether to sync individual action items, specific streams, or all of your action items in one spot to improve your meeting notes. 

Enhance meeting productivity and alignment

The cornerstone of effective meetings lies in clear outcomes and actionable tasks. However, important action items often risk getting lost within meeting notes. Robust meeting notes are vital for sustaining productivity. With Fellow seamlessly integrated with Asana, generate meeting notes that hold all participants accountable for action. Fellow stands out as the sole purpose-built, all-in-one AI meeting transcription and management software tailored for remote and hybrid teams. By linking Asana and Fellow, streamline efficiency and eradicate redundant action item tracking. This integration fosters accountability, centralization, and cross-functional alignment, ensuring everyone stays on the same page and projects move forward with clarity and purpose.