Client feedback to tasks

Turn a client call into tasks with owners and a recap email.

Client calls produce feedback that gets lost between the call and the task board. Hops reads the transcript, turns each point into a task with an owner and due date, and drafts the recap email.

How it runs: Ask Hops, with a skill so the output has the same format every time. No automation needed.

What it does

• Reads the transcript. Hops pulls the call transcript from Google Drive and separates feedback from small talk.
• Makes one task per point. Each piece of feedback becomes a task with an owner and a due date.
• Creates them in your task tool. Tasks can be added to Asana or Jira when you ask.
• Splits the type of work. Deck changes and new analyses are labeled so the team can plan them.
• Drafts the recap email. A short email back to the client confirms what was heard and what happens next. Hops drafts it; you send it.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Turn the Acme steering call transcript into tasks with owners and due dates.

What did Globex ask us to change in today's call?

Create Jira tasks for the feedback from the Northwind workshop.

Draft a recap email to the Acme sponsor with what we heard and what happens next.

Which feedback from the call needs new analysis rather than a deck change?

Example reply:

9 tasks from Acme steering call.txt:

• 3 deck changes, 2 new analyses.
• Owners and due dates set for each.
• Recap email to the client drafted.

What you get

• A task list in chat, in the same thread, with an owner and due date for each item.
• Tasks in your tool, when you ask. Say “create these in Asana” and Hops adds them.
• A recap email draft for you to review and send.
• A saved Doc or Table, when you ask for one. Hops writes it to Docs or Tables in the Space.

Connections needed

Connect these apps. Each card opens Connections in the app.

Google Drive

Call transcripts.

Asana

Where tasks are created (or Jira).

Slack

Sharing the task list with the team.

Set it up

1. Connect your apps

   Connect Google Drive, Asana or Jira, and Slack in Connections.

   See Connections.

2. Pin the team (optional)

   Create a client-acme Space and list the team and owners in Space context.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You turn client feedback into tasks. List each piece of feedback as a task with an owner and due date, and draft a short recap email back to the client.
   

   See Build a skill.

4. Ask

   Ask Hops in chat after every client call.