To-Do Items
Automatically extract action items from your meetings and seamlessly export them to your favorite task management tools.
What are To-Do Items?
Hedy automatically identifies and extracts action items from your conversations, creating a organized to-do list for each session. These aren't just transcribed tasks - Hedy's AI understands context, assigns tasks to the right people, and can even suggest due dates. Pro users can export these todos to external tools like Todoist, Notion, or any task manager via Zapier integration.
How To-Dos are Generated
During session processing, Hedy's AI analyzes your conversation to identify:
Action Items: Specific tasks mentioned or agreed upon
Assignments: Who is responsible for each task
Due Dates: When tasks need to be completed
Context: Related information for task clarity
Viewing Your To-Dos
Open any completed session in Hedy
Scroll past the Summary section
Find the "Your To-Dos" section with extracted action items
Each todo shows a checkbox, task description, and menu for actions
Mark todos complete by tapping the checkbox
Exporting To-Dos (Pro Feature)
Pro users can export todos to external task management tools:
Manual Export
Tap the three dots menu on any todo item
Select "Export to Cloud" from the options
The todo is sent to your configured webhook
Your automation tool (like Zapier) receives and processes it
Automatic Export
Go to App Settings
Enable "Auto Export Todos" toggle
All new todos will automatically export when sessions complete
No manual action needed - todos flow directly to your task manager
Integration with Zapier
Connect Hedy to 5000+ apps using webhooks:
Task Managers: Todoist, Asana, Monday.com, ClickUp
Note Apps: Notion, Evernote, OneNote
Calendars: Google Calendar, Outlook
Project Tools: Trello, Jira, Linear
Webhook Payload
When todos are exported, your webhook receives:
Session ID for reference
Todo text with full context
Unique todo ID
Due date (if applicable)
Topic information for organization
Best Practices
Add session context describing your role - Hedy will better identify your specific tasks
Mention assignees by name during meetings for accurate task assignment
State due dates clearly for automatic extraction
Review todos before exporting to ensure accuracy
Use topics to organize todos by project or client
Customizing To-Do Detection
Improve todo extraction accuracy by:
Session Context: Add details about participants and their roles
Custom Vocabulary: Include project names and technical terms
Meeting Type: Select appropriate type for better AI understanding
Clear Language: Use action words like "will", "need to", "should"
Managing To-Dos
Mark Complete: Tap checkbox to strike through completed items
Share List: Use share button to copy all todos as formatted text
Regenerate: Pro users can regenerate todos after editing transcripts
Individual Actions: Edit, delete, or export each todo separately
Troubleshooting
No todos were extracted from my session
Ensure the session had clear action items discussed
Check that session processing completed successfully
Try regenerating todos (Pro feature) after reviewing transcript
Add more context about roles and responsibilities
Todos aren't appearing in my task manager
Verify your Zapier zap is turned on and configured
Review Zapier task history for any errors
Test with a manual export first before enabling auto-export
Pro tip: When setting up Zapier integration, create a test zap first with a simple action like "Create Google Doc" to verify the webhook is working. Once confirmed, you can build more complex workflows like creating tasks with labels, assigning to team members, or setting priority levels based on keywords.