For Granola users

Your Granola notes list the actions. Hand them over properly.

Turn the action items from your team meetings into short hand-over cards, using the AI assistant you already have. Free, and nothing to install from Bydots.

Make your first hand-over card See how it works

Team meeting · notes

Actions

Jess: update the client onboarding checklist before the next starter
Tom: send round the revised roster
Follow up the supplier invoices

For:Jess

The job: Update the client onboarding checklist before the next starter.
What done looks like: The checklist with each step and who owns it.
Decide alone: The wording and the order of the steps.
Must come back: Anything that changes what we promise clients.
Who covers: Tom, if Jess is away.

Illustrative.

In brief

For: Owners of small teams who use Granola for meetings with their own team.
Situation: Your notes list who is doing what. The reason, the limits and what should come back to you stay in your head.
Understanding: A hand-over card carries those few things with the task, in five lines.
Includes: How to get the cards from your Granola notes, how to note a hand-over so the card is easy to write, and one worked example.
Final section delivers: A hand-over card for one real task, checked by you, on Delegate one task.

Action items aren’t hand-overs

“Jess to update the client onboarding checklist” tells Jess what to do. It doesn’t say what finished looks like, what Jess can decide alone, or what must come back to you. That’s the part that gets the work redone.

Instructions and a deadline go out. The purpose and the judgement stay in your head.

Jess to update the client onboarding checklist

What done looks like
Decide alone
Must come back

Five lines that travel with the task

For:Jess

The job: Update the client onboarding checklist before the next starter.
What done looks like: The checklist with each step and who owns it.
Decide alone: The wording and the order of the steps.
Must come back: Anything that changes what we promise clients.
Who covers: Tom, if Jess is away.

Example task, fictional.

“Must come back” matters most.

Three steps, using what you already have

1

Granola takes the notes and lists the actions.
2

Your AI assistant writes one card per task.

Copy and pasteCopy the meeting’s notes into your AI assistant, then paste the prompt.

ConnectIf your Granola plan lets you connect it to your assistant, you can skip the copying.
3

You check each card on Delegate one task, hand it over, and tick it off when the work comes back.

Copy and paste

Below are my notes from a Granola meeting with my own team.

For each action item that someone other than me should do, write a
hand-over card with these five lines:

The job: <the task, in one sentence>
What done looks like:
- <one check per line, each answerable yes or no>
Decide alone: <what they can settle on their own>
Must come back:
- <one item per line: what they check with me, or bring back>
Who covers: <who steps in if they can't do it>

Put the person's name above each card.

Rules:
- Use only what is in the notes. Don't add tasks or details.
- If you can't tell who a task is for, don't guess. List those tasks
  at the end under "Not sure who".
- If something on a card isn't in the notes, write "Not said" and
  I'll fill it in.
- Leave out anything I said I'd do myself.
- Under "What done looks like" and "Must come back", write one short line per item, at most six. Use only what is in the notes; don't add items to fill the list.
- Leave client names and personal details out of the cards.

[Paste your meeting notes here]

Note it so the card writes itself.

While the meeting runs, type the hand-over in your own notes in card order: who it’s for, the job, done looks like, what they can decide, what comes back to you, who covers. When you copy the notes, your typed lines go with them.

My notes

1For Jess
2The job: update the client onboarding checklist before the next starter
3What done looks like: the checklist with each step and who owns it
4Decide alone: the wording and the order of the steps
5Must come back: anything that changes what we promise clients
6Who covers: Tom, if Jess is away

What to record

Your own notes, and meetings with your own team, including contractors who work for you. Leave out meetings with clients or customers for now. Ask everyone in the meeting before you record.

Not for nowMeetings with clients or customers
YesYour own notes
YesYour own team, including contractors who work for you

Good to know

Bydots has no connection to Granola. Your notes go from Granola to your AI assistant, and nothing reaches Bydots.
Bydots is not affiliated with Granola, and Granola does not endorse Bydots.
Your assistant can get things wrong. It may mishear a name or miss a condition, which is why you check each card.
Delegate one task keeps nothing you type once the page is closed.

What you need

A Granola account and an AI assistant.
Nothing from Bydots. Delegate one task is free and needs no sign-in.

Make your first card

Pick one task from this week’s meetings and hand it over properly.

Open Delegate one task

If your meetings keep producing work for other people, bring one week of hand-overs to the Concept Sprint to see whether it would help, and what, if anything, Bydots should do.

Bring a week of hand-overs to the Sprint

Questions

Do I need a Bydots account?: No.
Does Bydots see my notes?: No. They go from Granola to your AI assistant.
Can I use it for client meetings?: Not for now. Use it for your own notes and your own team.
Granola already finds action items. Why a card?: An action item says who and what. A card adds what finished looks like, what they can decide, and what must come back to you.
I use a different notetaker. Does it work?: If your notetaker lists action items and you can copy them, the copy route works the same way.