Review action items from a meeting

After a recorded meeting, Brev finds the action items people agreed to. Each comes with a proposed owner and suggested goals.

Brev proposes an owner only when the name matches exactly one attendee. Otherwise the item arrives unassigned, for the right person to claim.

Approve or dismiss suggestions #

1. Open the meeting.
2. Click the Action items icon at the right of the tab row (not shown on phones). The panel opens.
3. In the 'Generated by Brev' group, click a suggestion's check to keep it, or its X to dismiss it. You can set its owner, goal, tags and due date first. Hosts also see others' pending suggestions under 'Awaiting others'.

To act on every suggestion at once, use Keep all or Dismiss all in the group's header. Your suggestions from all meetings also wait in the Generated by Brev group on Actions, with the same buttons.

Check-ins Brev captured in the meeting are offered as drafts on the relevant goals, if Suggested Check-ins is on.

Choose how Brev adds action items #

Each person picks their own Agent mode. It applies to every meeting. Approval is the default. To change yours:

1. Go to Actions.
2. At the top right, open the menu beside Agent mode.
3. Pick Approval, Agentic or Manual.

Approval

Brev suggests items for you to approve.

Agentic

Brev adds items automatically.

Manual

Brev never adds items, and you add your own.

To add an action yourself, click Add action item in the Action items panel.