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Tasks from consult sessions

Written by Sven Poppelmann
Updated today

When a consult session ends, Farmwalk's AI analyses the transcript and extracts actions. These can be converted into tasks with a single click, saving you from manually writing up everything discussed.

How it works

  1. Complete a consult session (the AI processes the transcript automatically)

  2. Open the session and scroll to the Actions section

  3. Review each extracted action - the AI suggests a title and description based on the conversation

  4. Click to convert an action into a task, or dismiss it if it's not relevant

Reviewing before converting

AI-extracted actions are suggestions, not final tasks. Always review them because:

  • The title may need to be more specific

  • Some extracted actions may be duplicates of existing tasks

  • You may want to split a broad action into multiple focused tasks

  • Priority and due date should be set based on your knowledge of the situation

Tips

  • The clearer the discussion during the consult, the better the extracted actions

  • Converted tasks appear in the farm's task list like any other task

  • You can always create additional tasks manually if the AI missed something

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