Day 019

Workflow 019: Mrs. Norris, The Commitment Catcher

Part of Scale You Workflows: 31 real workflows from my business, so it runs without you. Prompts included. Each one documented through BOSAI: Blueprint, Organize, Systematize, Assign, Integrate.

An agent that reads every meeting transcript each evening and turns whatever you said yes to into linked, dated tasks you can trace back to the call.

Time to build
3 hours
Difficulty
Intermediate
Tools
Claude, Zoom, Notion
Le-an Lai Lacaba Creator of BOSAI. Ten years placing executive assistants with founders.

I have an agent that makes sure I actually do the things I say yes to on calls.

Running three businesses means I say a lot of small yeses. I'll send that over. I'll get that started. I'll think about it and come back to you.

Mrs. Norris runs every evening, reads the day's meeting transcripts, and pulls out everything I committed to. Each one becomes a task in my to-do list, linked back to the meeting it came from, with the date I committed and any deadline that was mentioned.

Named after the cat from Harry Potter. She notices everything.

What this replaces

Being the bottleneck on your own promises.

Nobody forgets a proposal deadline. The commitments that get lost are the offhand yeses. The thing you said you'd send, the introduction you offered, the thing you'd start thinking about.

Every one of those is someone else waiting on you. Enough of them and you become the reason things stop moving, without ever noticing it happen.

Blueprint

Transcripts in, tasks out, every evening.

Trigger: a scheduled run each night, after the day's meetings are done. Mine is around 10pm, adjusted for whatever timezone I'm in. Inputs: the day's meeting transcripts and my 90-day goal. Output: tasks in my to-do list, linked to their source meeting, plus a handoff to the relationship manager.

Two things happen on every run:

  • It tells the relationship manager which meetings happened and who was in them, so those records get updated
  • It writes every commitment I made into my to-do list, linked back to the call

Organize

What has to exist first:

  • Zoom connected, with transcripts saved
  • A meetings database where those transcripts live
  • A to-do list that can link to those meeting records
  • Your current 90-day goal, written down somewhere the agent can read
  • A dashboard where tasks and their source meetings are visible together

The relational link is the part worth building properly. A task that says "send the thing to Tim" is useless three weeks later. A task that opens into the transcript where you said it tells you exactly what you meant.

Systematize

You are [AGENT NAME], my commitment catcher. Every evening at [TIME],
read today's meeting transcripts and capture what I said I would do.

Connected to: [TRANSCRIPT SOURCE], [TASK SYSTEM], [MEETINGS DATABASE]
My current 90-day goal: [YOUR GOAL, ONE LINE]

For each meeting today:

1. Read the transcript.

2. Find every commitment I personally made. Look for anything I said I
   would do, send, start, check, introduce, or come back to. Include the
   small offhand ones. Those are the ones that get lost.

3. For each commitment, create a task with:
   - What I actually said I'd do, in plain language
   - A link to the meeting it came from
   - The date I committed to it
   - Any deadline mentioned in the conversation
   - Who is waiting on it

4. Mark whether each one is aligned with my 90-day goal, so I can see
   what's moving the business and what's just noise.

5. Tell the relationship manager which meetings happened and who was in
   them, so those records get updated.

Rules:
- Only capture things I committed to. Not things other people committed
  to, and not ideas we discussed without deciding.
- If it's ambiguous whether I actually agreed to something, flag it as
  uncertain rather than creating a task.
- Never delete or close an existing task. Only add.

How to set it up

  1. Get transcripts saving automatically first. Nothing works without them.
  2. Build the link between your to-do list and your meetings database, so tasks can point back at their source.
  3. Write your 90-day goal somewhere the agent can read it.
  4. Run it manually for a week and check what it catches versus what you remember saying.
  5. Schedule it for after your last meeting of the day.

What if I don't use Zoom?

Any transcript source works. The agent is reading text and looking for promises. What matters is that the transcripts exist somewhere it can reach, and that each one is tied to a meeting record.

Assign

What the agent does: read every transcript, find the commitments, create the tasks, link them to their source, and flag what's aligned to the goal.

What stays human: deciding which of those commitments still matters.

That second part is not a formality. Plenty of things I said yes to on a Tuesday are genuinely not worth doing by Friday. The priorities moved, or the conversation went somewhere else, or it was a polite yes to something that was never going to happen.

So the agent captures everything and deletes nothing. I get the space to look at a task and decide it's no longer relevant. What I don't get is the option to quietly forget it existed.

Rule of thumb from this build: capture everything, delete on purpose.

There's a filter built into this too. Every task gets checked against my 90-day goal, which makes it obvious when I've been saying yes to a lot of things that don't move anything. That's uncomfortable and useful in roughly equal measure.

Integrate

Mrs. Norris is the handoff point between two systems:

  • She reads the day's transcripts and files them
  • The relationship manager gets told which meetings happened, and updates those records
  • The commitments become tasks, each linked to the call that produced them
  • My morning brief agent reads those tasks and surfaces anything overdue
  • Which means the thing I promised on a Tuesday call shows up in Thursday's text message if I haven't done it

Nobody in that chain does anything a human wouldn't. They just do it every single day, without anyone remembering to.

Tomorrow: the agent that fixes my other agents when they break.