1. Transcript to Tasks
Action Step
Complete this before moving on.
Open Slack and run the full transcript-to-tasks workflow in a single thread: pull or paste a transcript, extract action items, format them for Teamwork, and draft a recap email — all without leaving Slack.
Training Guide
In Section 3, you processed a transcript by copying it into Claude Code, extracting action items, formatting Teamwork tasks, and pushing them via API. That took multiple steps across multiple tools. Now do the same thing — entirely from Slack.
Exercise
Step 1: Pull a transcript from Fireflies
Tell your agent: "Pull the transcript from my most recent meeting in Fireflies." If Fireflies isn't available, paste a transcript directly into the Slack thread.
Step 2: Process the transcript
"Extract action items with owners and due dates, key decisions made, and open questions." If you built a transcript-processing skill in S4, invoke it: "Use the transcript-processing skill to process this."
Step 3: Format for Teamwork
"Format these action items as Teamwork tasks — task name, assignee, due date, description with enough context for a cold read."
Step 4: Push to Teamwork (or hand off to TaskMaster)
- Option A: Ask your agent to push directly via Teamwork API
- Option B: Hand the formatted tasks to TaskMaster — "Send these to TaskMaster for Teamwork task creation"
Step 5: Write the recap email
"Draft a client recap email to [stakeholders] summarizing the call, confirming action items, and noting next steps."
Step 6: Review
Compare to S3: In Section 3, this took you across VS Code, Fireflies, multiple copy-pastes, and a Loom walkthrough. How long did it take from Slack?
What to Submit
- Screenshot of the full Slack thread showing: transcript pull, processing, Teamwork formatting, recap email
- Screenshot of tasks in Teamwork (if pushed)
- One-sentence reflection: "What was easier from Slack? What was harder?"
Comment in Slack
Post your answer in your onboarding channel.
What's the biggest difference between running a multi-step workflow in VS Code versus running it entirely from Slack — and when might you still prefer the VS Code approach?