How to turn a transcript into tasks
Short answer: Paste the transcript into a chat message and ask the AI to turn it into cards. It reads the text, proposes one card per item, and shows them as a checklist in the Lists panel for you to approve before anything is added.
Steps
- In the Lists panel, open the list you want the new cards on: new cards always land in whichever list is currently open there.
- Switch to Chats, paste the transcript (or meeting notes, a bug list, a rough plan) into the message box, and ask the AI to turn it into cards: for example, “turn this into task cards.” (Cards go to the list that’s open, so there’s no need to name one in the message.) Name a stage if you want one; otherwise cards start in the list’s first stage.
- Switch back to (or stay on) the Lists panel. An “AI Proposed Cards” banner lists every card the AI pulled out of the text, each with a checkbox checked by default.
- Uncheck anything you don’t want, then click Add Selected. The cards land on the board immediately.
Notes & gotchas
- Card tools only appear once the workspace has at least one list; create one first if you don’t have one yet.
- New cards go to the list currently open in the Lists panel, not one you only name in the chat message; switch to the right list before you paste the transcript.
- The AI can set a title, notes, category, priority, deadline, and starting stage per card from what it read, but it can’t attach files when creating a card; drag a file onto a card afterward if one needs an attachment.
- The card checklist always needs your click, whatever your chat’s auto-approve tier is set to: card writes go through this separate List-panel checklist rather than the ordinary chat approval banner.
- Turn on the Lists context skill (mode pill → skill list → Context Injectors) so the AI starts each turn already knowing your list’s stage names; it saves a lookup round-trip and makes it more likely to land cards in the right stage the first time.