Chat-to-tasks
Turns a chat thread or meeting notes into tasks with owners and due dates, ready for you to confirm.
How it works
Pick a TeamIQ chat or thread you're in, paste meeting notes, or pick a meeting from your connected calendar and paste its notes, and ask for the tasks. It finds the action items and drafts a Projects task for each: a short title, the owner matched to the people in your company, the due date worked out from words like "by Friday" or "end of month", the list to put it in and a link back to the conversation. When a name fits more than one person, nobody, or no date was given, it says so instead of guessing. You change anything you like and confirm; only then are the tasks created in Projects, as you. It only reads chats you are a member of. From WhatsApp, "add a task for Ravi to send the GST file by Friday" gives you one drafted task to confirm.
A few credits per chat or set of notes read. A one-line request like "add a task for Ravi to … by Friday" uses none.
What it reads
- TeamIQ chats and threads you are a member of, when you pick one
- Notes you paste, and the title and time of a meeting you pick from your connected calendar
- Names of your company's people, to find each task's owner
- Your Projects workspaces and lists
When it starts
- When you ask it to turn a chat or notes into tasks, or ask the assistant to add a task
What it can do
- Create tasks in a Projects list you can add to, as you (after you confirm)
What it never does
- Post in chats, change or close existing tasks, or read chats you aren't in
Safe by design
- One assistant, many agents. Ask the Employee assistant in the app or on WhatsApp; it calls the agents your company has hired that you may use.
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Chat-to-tasks do?
Pick a TeamIQ chat or thread you're in, paste meeting notes, or pick a meeting from your connected calendar and paste its notes, and ask for the tasks. It finds the action items and drafts a Projects task for each: a short title, the owner matched to the people in your company, the due date worked out from words like "by Friday" or "end of month", the list to put it in and a link back to the conversation. When a name fits more than one person, nobody, or no date was given, it says so instead of guessing. You change anything you like and confirm; only then are the tasks created in Projects, as you. It only reads chats you are a member of. From WhatsApp, "add a task for Ravi to send the GST file by Friday" gives you one drafted task to confirm.
Can the Chat-to-tasks change data on its own?
No. It asks a person to confirm before it will: create tasks in a projects list you can add to, as you. It never does the following: post in chats, change or close existing tasks, or read chats you aren't in.
How much does the Chat-to-tasks cost?
A few credits per chat or set of notes read. A one-line request like "add a task for Ravi to … by Friday" uses none.. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
Answers “How do I…?” from the flowwork help guide in a few steps and opens the right screen. It only shows screens you already have access to.
A short morning digest of your mail, and a prep before each meeting with other people.
Answers questions like “headcount by department” or “receivables over 60 days” with a number from your apps.