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Renewal Pipeline Review

Live 6m 40s

Meeting Actions 3Live Transcript
  1. Confirm renewal terms with Marlow Group's procurement lead

    Added ActionSam ReyesWed, 8 Oct

    "Let's confirm the renewal terms with their procurement lead and circle back this week."

    Suggested by Action @ 10:02

    Confirmed

  2. Pull the mid-market churn report for this quarter

    Nina OseiWed, 8 Oct

    "Can you pull the mid-market churn report for this quarter so we can include it in the renewal pack?"

    Suggested by Action @ 10:19

    Confirmed

  3. Loop legal in on the Halden Manufacturing contract redline

    Jordan PikeWed, 8 Oct

    "Let's loop legal in on the Halden Manufacturing contract redline before we send it to the customer."

    Suggested by Action @ 10:47

    Confirmed

Transcribing...

Action OS

Action
Quick Actions⌘K

Channels

People

S

Stefan

stefan@action.app

Current Cycle

Apr 13

Apr 26

2 days left

2 on track
DesignActionsACT-8782
ActionsPrioritiesCalendarRecapArchive
Search ActionsStatusPriorityFilter2Sort by Due dateNew Action
TaskTitleStatusDue DateAssignee
Today4
TASK-8781Redesign pricing page hero sectionIn Progress16 MayAKAisha K
TASK-8794Update onboarding empty statesIn Progress16 MayMRMateo R
This Week2
TASK-8763Audit color contrast across dashboardBacklog20 MaySMSofia M
TASK-8802Refresh design system button tokensBacklog22 MayLCLiam C
Upcoming4
TASK-8815Finalize dark mode component auditIn Progress27 MayPSPriya S
TASK-8790Ship revised notification iconsIn Progress28 MayOHOmar H
TASK-8771Review Q3 brand refresh deckBacklog30 MayEVElena V
0 of 100 row(s) selected.
Rows per page 10Page 1 of 4

Action AI

What tasks are overdue across all channels?

I found 2 overdue tasks across 2 channels. Here’s the breakdown:

8d overdue

Finalize partner revenue share model

SStefanDesign

17d overdue

Prepare Q2 sales forecast and share with the team

SStefanDesign

What tasks are overdue across all channels?

Leadership weekly sync

Ended

Today · 42 minutes

3 decisions made

5 tasks created

2 blockers flagged

View decisionsView tasks
⌘/Ask @Action anything…

Design > Actions > ACT-8782

Action

Y

You9:02 AM

What’s the status of the Q4 launch campaign?

ActionAPP9:02 AM

Here’s where things stand based on the latest planning doc:

SourceNotionQ4 Launch Plan

Updated 2 days ago

Creative assets in review, media list locked, launch date holding at Nov 18.

Y

You9:03 AM

Did we finalize the creative direction?

ActionAPP9:03 AM

Not yet — Maya flagged two open questions in review. I’ve created a task to close it out.

Captured Action

→ Finalize creative direction sign-off

Owner: Maya Chen · Due Fri

Y

You9:05 AM

Who’s handling press outreach?

ActionAPP9:05 AM

No one’s assigned yet. Devon mentioned he could take it in Tuesday’s sync — want me to assign it to him?

Y

You9:05 AM

Yes, assign it to Devon.

ActionAPP9:06 AM

Done — assigned to Devon Brooks. I’ll flag here once outreach is underway.

Assigned Action

→ Own press outreach for Q4 launch

Owner: Devon Brooks · Due Wed

Message Action

Action OS

Action
Quick Actions⌘K

Channels

People

S

Stefan

stefan@action.app

Current Cycle

Apr 13

Apr 26

2 days left

2 on track
LeadershipMetrics

Priorities on track

Up 4% this week

84%100%

Open decisions

6

2 closed this week

Renewal pipeline coverage

Last 6 months

Ap
May
Jun
Jul
Aug
Sep

Escalations

By week

Last week
This week

Avg. time to decision

1.8 days

0.4 days faster

Tasks closed on time

Up 3% this week

91%100%

Leadership finally gets a system

Engineers have Jira.

Sales has Salesforce.

Leadership had nothing, until now.

Say hello toAction, the leadership system.

Stop Managing. Start Leading.

Wherever you work, just @Action

Renewal Pipeline Review

Live 6m 40s

Meeting Actions 3Live Transcript
  1. Confirm renewal terms with Marlow Group's procurement lead

    Added ActionSam ReyesWed, 8 Oct

    "Let's confirm the renewal terms with their procurement lead and circle back this week."

    Suggested by Action @ 10:02

    Confirmed

  2. Pull the mid-market churn report for this quarter

    Nina OseiWed, 8 Oct

    "Can you pull the mid-market churn report for this quarter so we can include it in the renewal pack?"

    Suggested by Action @ 10:19

    Confirmed

  3. Loop legal in on the Halden Manufacturing contract redline

    Jordan PikeWed, 8 Oct

    "Let's loop legal in on the Halden Manufacturing contract redline before we send it to the customer."

    Suggested by Action @ 10:47

    Confirmed

Transcribing...

renewals

9
S

Sam Reyes9:02 AM

@Action what's blocking the Halden renewal paperwork?

ActionAPP9:02 AM

Waiting on their legal team to countersign the amended MSA — sent Tuesday, no response yet. Want me to send a nudge?

S

Sam Reyes9:03 AM

Yes, and loop in Jordan too.

ActionAPP9:03 AM

Done — nudged legal and looped in Jordan Pike. I'll flag here the moment it's signed.

J

Jordan Pike9:14 AM

Thanks for looping me in — are we still on track to close Marlow by end of quarter?

N

Nina Osei9:15 AM

I think so, but we should confirm the renewal terms first — did those change?

J

Jordan Pike9:16 AM

@Action what did we land on for the renewal terms?

ActionAPP9:16 AM

Confirmed in this morning's Renewal Pipeline Review — Nina owns finalizing terms with procurement, due this week.

N

Nina Osei9:24 AM

@Action can you set up a team decision on whether we push the close date to next quarter? Pull in the key points from this thread and create a vote.

ActionAPP9:24 AM

I've created a team decision based on the discussion in this thread.

Team decision

Push the Marlow close date to Q1?

Based on the discussion in this thread, here's a summary and a vote for the team.

Yes, push to Q13 votes (75%)
No, hold the date1 vote (25%)

4 invited · Closes in 2 days

View discussion
👍 2🤔 1👀 1

Message #renewals

Pricing RolloutCycle 12

5

Todo1

ROLL-486

Add enterprise tier to pricing page

AR

In Progress2

ROLL-482

Update billing tiers in Stripe

OV

ROLL-484

QA checkout flow for new plans

MT

Done2

ROLL-479

Draft new pricing page copy

MT

ROLL-480

Confirm annual discount rate with finance

OV
Synced fromPricing Rollout

Pricing Rollout

On track
2 of 5 tasks complete40%
OVMTAR

Conversations, captured. Always.

Nothing lost in conversation.

Action captures what matters as it happens — in meetings, Slack threads, emails, and channels — and translates it into structured, visible work. Automatically. Without asking anyone to fill something in.

Not just a transcript. Owned tasks, logged decisions and assigned responsibilities, created in real time as you speak.

All comms channels understood as conversations happen. Commitments, decisions, and tasks are extracted automatically — no tagging or copying.

CC Action into any email and it joins the thread — reads the context, answers what it can, and turns the rest into tracked work.

Q3 Forecast Meeting

Live 13m 12s

Meeting Actions 4Live Transcript
  1. Loop legal in directly with Marlow Group's procurement team @ 09:16

    Added ActionPriya NakamuraFri, 12 Sep

  2. Pull mid-market territory productivity data, over last 2 quarters @ 11:27

    Added ActionDana WhitfieldFri, 12 Sep

  3. Rerun Q3 forecast model excluding Marlow Group + Halden renewal @ 13:09

    Tom ElleryFri, 12 Sep

Transcribing...

marketing

34

Nadia10:14 AM

Let's lock Q4 angle before Thursday. Priya, can you dig into the "coordination tax" naming question?

P

Priya10:15 AM

On it — done by Wednesday.

ActionAPP10:15 AM

Captured Action

→ Research "coordination tax" naming

Owner: Priya · Due Wed

Nadia10:16 AM

@Action push that to Thursday morning, before the review.

ActionAPP10:16 AM

Updated Action → Due Date

→ Research "coordination tax" naming

Owner: Priya · Due Thu

Message #marketing

Decision sources that create actions

Marketing

OVMTAD
In progress
Source Context#pricing-rollout

Owen Vance

Can we update the billing tiers in Stripe before the rollout goes live? We need the new annual and enterprise plans reflected in the checkout flow.

Preview this conversation on a different surface

fenwick

6

FromYou

ToAction <loop@action.app>

CcPriya

Y

You9:14 AM

@Action what's blocking the Fenwick onboarding?

ActionAPP9:14 AM

Waiting on their legal team to countersign the DPA — sent Tuesday, no response yet. Want me to send a nudge?

Message #fenwick

Action

Online

You

@Action, what's blocking the Fenwick onboarding?

Action

Waiting on their legal team to countersign the DPA — sent Tuesday, no response yet. Want me to send a nudge?

Message Action…

#product

12
T

Taylor Kim10:24

@Action can you set up a team decision on whether we should sunset the legacy Starter plan? Pull in the key points from this thread and create a vote for the team.

ActionAPP10:24

I've created a team decision based on the discussion in this thread.

Team decision

Sunset the legacy Starter plan?

Based on the discussion in this thread, here's a summary and a vote for the team.

Yes, sunset it4 votes (80%)
No, keep it1 vote (20%)

5 invited · Closes in 2 days

View discussion
👍 2🤔 1👀 1

Decisions Actioned, automatically.

Decisions that actually close.

Most decisions get made and then drift, buried in a thread and forgotten by Friday. Action gives every decision a home, a place to gather input, lock the outcome, and turn it straight into owned work, all recorded with the rationale.

The moment a decision is made, Action creates everything that follows — tasks owned by the right people, deadlines set, priorities clear. Nothing to delegate. Nothing to chase.

Make a decision in a meeting, update it from Slack, check its status on WhatsApp. Action is completely surface agnostic, so your team never has to change how they work.

Raise a vote and the right people weigh in. Action can open decisions to the people it affects — transparent, honest, and visible. Everyone's input counts. The outcome reflects the team, not the room.

Talk to your organization

@Action from anywhere

Action is always available, on every surface your team already uses. Ask it anything. It already has the context, the history, and the answer. You just have to ask.

DM it directly, @Action it in a project channel, pull it into a Telegram group or a WhatsApp thread. Action is there wherever the conversation is happening — no switching context, no opening another tab.

Bring Action into any team conversation — a Slack thread, a WhatsApp group, an email chain and it fills the missing context and answers questions nobody can remember. Action keeps the conversation moving.

Action

Y

You9:14 AM

@Action what's blocking the Fenwick onboarding?

ActionAPP9:14 AM

Waiting on their legal team to countersign the DPA — sent Tuesday, no response yet. Want me to send a nudge?

Y

You9:15 AM

Yes, and loop in their AE too.

ActionAPP9:16 AM

Done — nudged legal and looped in Sam Reyes. I'll flag here the moment it's signed.

Message Action

launch-planning

8
J

Jordan Pike2:03 PM

Are we still good for the launch retro on Friday?

P

Priya2:04 PM

I think so, but we should confirm the launch date first — has that shifted?

J

Jordan Pike2:05 PM

@Action what did we land on for the launch date?

ActionAPP2:05 PM

Locked to March 3rd in Tuesday's meeting. Priya owns the press release, due Feb 26.

Message #launch-planning

Renewal risk flagged for Marlow Group

Sent to the deal desk

MLMarcus LeeDue today

Stripe volume up by $1.2M this week

Posted to #revenue-alerts

NONina OseiReviewed Fri

Weekly business review compiled

Delivered to Finance Leadership at 8:00 AM

JBJordan BlakeEvery Mon

Vendor contract blocker

Escalation flow

In-app

Added to your brief

9:02 AM

Slack

Slack

Reminder posted in #leadership-alerts

9:32 AM

Email

Contract still blocked on Legal. Approve next step?

10:12 AM

WhatsApp

If no response, Action will follow up here

Next · 10:42 AM

Routine updates wait. Urgent issues reach you.

Priorities on track

Up 6% this week

82%100%

Sprint velocity

34 pts

+12% this sprint

Pipeline coverage

Last 6 months

Ju
Au
Se
Oc
No
De

Escalations

By week

Last week
This week

Real Time Truth

Real truth. Real time.

The truth about your organisation, computed from everything Action sees. Not self-reported. Not delayed. When something's working, you know, when something's at risk, you know sooner. And when action is needed, a plan is ready for your approval.

Action computes status from real work, not self-reported updates, accountability without the politics. When something moves, you see the signal and the reason. When it stalls, you know before anyone else.

Routine updates wait for your morning brief, but when something genuinely can't wait, Action finds you — Slack, then email, then SMS, then WhatsApp, following the escalation plan.

Important metrics rise to the top, tied directly to the decisions and work that influence them. No vanity stats. No generic dashboards. Just the numbers that steer your business, always in context.

Switch on, connect and run

No major rollout.

Connect. Invite. Action does the rest.

Adding Action is like adding a colleague, except this one sets itself up. No training or change management. Just a new teammate who knows how you work.

Connect with your Workspace

Choose a workspace to connect with a

Connect with Google

01

Invite Action to your team

Add Action to your workspace like a new teammate. It gets its own email address, joins your channels, and is ready to work.

Notion

Connect Sensor

Teams

Connect Sensor

Slack

Gmail

Connect Sensor

Linear

Connect Sensor

Zoom

Connect Sensor

02

Turn on your Sensors

Connect the tools you already run on — Slack, Teams, GitHub, Stripe, Linear and more. One authentication. No API keys.

Action

Action

now

Action connected to your Google and Slack Workspaces. Let's get to work.

03

Business as usual

Nothing to migrate. Nothing to learn. Your team keeps the same stack and Action works within it, instantly.

Stop Managing. Start Leading.

Every plan, supercharged.

Every tool you need, without limitations.

Two-minute morning briefing. Start your day with everything you need to know. A narrative email in your inbox — not a digest, not a dashboard.

Collision detection. Who's off, what's shipping, and where they clash, all in one view. Action flags the conflict before you approve it, so nothing slips through.

June 2026

Action

now

⚠️ Mark’s leave extends the public holiday into launch. QA week — coverage drops to Review

Trust and compliance.

  • Hosted in the EU.
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  • Built on SOC 2 Type II infrastructure.
  • Your data stays yours — row-level security on every table, never sold or used for ads, deleted on request.
  • You control exactly what each Sensor captures.

Cycles. Sprints, months, quarters, whatever cadence you run. Each cycle closes itself. Unfinished work rolls forward and anything that keeps slipping is flagged.

Cycle closing

The cycle is closing and the next one is being planned.

Plan ready

AI Review

5 completed · 2 rolling forward · Next cycle planned

Unfinished work has been carried over and scheduled.

Rolling Forward (1)

Finalize vendor contract

Rolled to Apr 27

MCP-compatible. Connect to Claude, ChatGPT and any AI tool. Your agents get real context, live decisions, tasks, priorities and metrics.

Stop Managing. Start Leading.

Built for organizations. Designed for people & teams.

Approvals and version control happen quietly behind the scenes. Everyone stays synced, and customers see one clean, consistent voice.

Every process has an owner and every handoff is tracked automatically, so nothing falls through the cracks between teams.

Campaign approvals, content reviews and launch checklists stay visible to everyone who needs them — no more chasing sign-off across five different threads.

Feedback rounds and revision history live in one place, so creative work keeps moving instead of getting lost in email chains.

"Seeing progress visible has been massively motivating to our team."

Stop Managing. Start Leading.

Unlock your leadership to stop managing & start leading

Decisions, tasks, and updates are no longer scattered acrossSlack,Teams, email, and meetings. Action connects everything into one clear, living system.

Know What's Really Happening. See true progress from real work, not status reports or guesswork.

Decisions That Stick. Capture decisions with real-time input and never lose the "why" again.

Integrations

Action Sensors monitor the apps you use every day. So you don’t have to.

Connect once. Sensors watch all the apps you use every day — then surface only what should reach a leader. The signals that steer the business. No more vanity stats.

Not on the list? Build your own with Zapier, our REST API, or any MCP-compatible platform.

Frequently Asked Questions

The common questions behind Action

It captures your team's priorities, decisions, and commitments as they happen — across Slack, meetings, email, and more — then turns them into structured, trackable work.

Instead of chasing updates or piecing things together, you can see exactly what's happening, what's at risk, and what needs attention — in real time.

Every day can feel lighter.

Stop chasing. Start leading.