# Turn a client note into follow-ups and tasks > Let AI read a client note or pasted meeting text, tick the follow-ups and tasks you want, pick a board, and add them in one step. - Product: Workspace369 - Documentation version: 2026.3 - Section: Client work - Last updated: 2026-10-31 - Canonical source: https://docs.workspace369.com/v/2026.3/core-workflows/turn-client-notes-into-follow-ups-and-tasks/ --- To turn a client note into next steps, select the sparkle button on the note. AI reads it and lists the follow-ups and tasks it finds. You tick the ones you want, edit titles and dates, pick a board for the tasks, and select **Add**. Nothing is added until you do. Plans: Turning notes into follow-ups and tasks starts on Cadet. Reading the notes uses AI usage. Adding the items is free. ## Where to find it There are three places to start. All of them are for one client. - **Notes tab on a client**: each note row has a sparkle button. Its tooltip reads **Turn into follow-ups and tasks**. The button also shows for members who can view the client but not edit notes. - **Inside a client note**: open the note and choose **Turn into follow-ups and tasks** from the note's menu. Personal and workspace notes do not have this row. - **Pasted text**: open the client, select **More actions**, then **Follow-ups from pasted text**. It opens an empty box. ## Before you start - You need permission to view the client, and the client must be one you have access to. - To add tasks, you also need permission to create tasks and edit access to the board you choose. - Check your AI usage. Reading uses AI usage even when nothing is found. See [AI usage and billing](/v/2026.3/automation/tokens-and-ai-billing/). ## Turn a note into follow-ups and tasks 1. Start from a note, or from **Follow-ups from pasted text**. The page is called **Follow-ups from notes**. It shows **For** and the client's name, and, for a note, **From** and the note's title. 2. From a note with enough text, the page starts reading right away. **Reading the notes…** shows. 3. From pasted text, paste into **Notes**. The hint reads **Paste a call summary, meeting notes or an email thread.** Use at least 20 characters. Select **Find next steps**. The page says **Reading uses AI usage. Nothing is added until you choose items.** 4. Review the results (see the next section). 5. Under **Tasks go to**, pick a board. The first board in the list is chosen for you. 6. Select **Add N items**. The button reads **Adding…** while it saves. 7. The page shows how many were added, for example **4 added, 1 already there**. Select **Done**. Only the first 8,000 characters are read. When a note is longer, the page says **Only the first 8000 characters were read.** ## Review what AI found The page says **Choose what to add. Edit a title or date first if you like.** Rows are ticked at first. A line such as **3 of 4 chosen** counts the ticks. - **Follow-ups**: reminders to get back to the client. AI finds up to six. Each can show a suggested way to reach out: **Email**, **Text**, **Call** or **Meeting**. - **Tasks**: work for you or your team. AI finds up to eight. Edit any title, or pick a date with **Pick a date**. A follow-up with no date is set for tomorrow morning, and the row says **No date: tomorrow morning**. A task with no date says **No due date**. Dates must be from today to two years ahead. Otherwise the row says **Pick a date from today to 2 years ahead.** Untick a row to leave it out. The button says **Choose at least one item** until you tick something. A follow-up is saved as a reminder on the client and counts toward the client's **Next follow-up**. A task is created on the board you picked. If you have no board you can add tasks to, the page says **You have no board you can add tasks to.** Task rows are shown but cannot be ticked. Follow-ups still work. ## What it costs - Reading the notes uses AI usage once. - A read that finds nothing still used AI usage. The page says **This read used AI usage.** - Adding the items is free. - The app never retries a read on its own. A second read uses AI usage again. ## If something goes wrong - **No next steps found**: nothing in the text called for a follow-up or a task. Select **Edit the text**, add detail, and read again. - **You're out of AI usage**: reading uses AI usage and adding is free. Select **Get more AI usage** to top up. If you cannot buy it, the page says **Ask your workspace owner to get more AI usage.** - **We couldn't read the AI's answer**: this used AI usage once. Select **Try again** with shorter text, or when you are ready. - **We couldn't read the notes**: check your connection and try again. Your text is still there. - **Nothing was added**: your choices are kept. Try again in a moment. - **A date is in the past or more than 2 years away.** Pick a date from today on, then add again. - **You don't have access to add these, or the board is no longer available.** Pick another board. - **You can't use this for this client**: your access does not include this client. - **Included in Cadet and up**: your plan does not include this. The page says **Turn client notes into follow-ups and tasks. Reading the notes uses AI usage.** Select **Upgrade** to see plans. The app also opens a dialog titled **Turn notes into next steps**. Continue to [Clients and CRM](/v/2026.3/core-workflows/clients-and-crm/) for the client record, and [Projects, tasks, and scheduling](/v/2026.3/core-workflows/projects-tasks-scheduling/) for the boards the tasks go to.