Turn meeting minutes into tracked, accountable work inside Odoo

Capture agendas, decisions, and action items during the meeting, then watch every follow-up become a real Odoo activity assigned to its owner — linked to the project, customer, or calendar event it belongs to.

The problem

Meeting notes get scattered across email threads, shared documents, and memory. Decisions get re-litigated at the next meeting, action items get dropped, and there is no auditable record of who agreed to do what by when — because the meeting record lives outside the tools where the actual work happens.

The solution

Cerevantix Minutes of Meeting captures agendas, decisions, and action items natively in Odoo, then turns every follow-up into a tracked activity assigned to its owner — linked to the project, customer, or calendar event it concerns, with a reliable branded PDF you can trust.

Capabilities

Everything a real meeting record needs

Every capability below is implemented in the module.

01

Action Items Become Native Activities

Every follow-up you finalize becomes a real Odoo activity assigned to its owner with a deadline — it appears in their normal to-do list and top-bar activities menu, with an optional linked project task.

02

Decisions & Key Outcomes, Highlighted

A dedicated section separates decisions from general discussion, so "what did we agree" is answered in seconds — on screen and in the printed report.

03

Project & CRM Linkage

Connect meetings to an Odoo project and to a CRM opportunity or customer, so minutes and their action items are visible right from the related record.

04

Minutes Inline on Calendar Events

Open any calendar meeting and create or edit its minutes directly on the event — no separate menu, no context switching.

05

Reliable, Branded PDF Report

Clean, correctly paginated minutes with your company logo, accent color, and a consistent footer on every page — no broken exports.

06

Attendee Roles & Participation Tracking

Record who was invited, who attended, and each person's role — chair, note-taker, presenter, or participant — for a real accountability record.

07

Meeting Templates & Recurring Series

Save agenda, attendees, and section structure as reusable templates, and group related meetings into a series so history and open actions carry forward.

08

Open Action Carry-Forward View

A dedicated Action Items list and kanban surface every open and overdue commitment across all meetings, filterable by assignee and deadline, so nothing is silently dropped.

09

Excel & Word Export, Plus Email Distribution

Export minutes to editable Excel and Word formats, or send the finalized PDF to every attendee straight from the meeting record.

Workflow

How it works

1

Capture the Meeting

Create minutes from scratch, from a template, or directly from a calendar event; record the agenda, attendees, and purpose.

2

Log Decisions & Actions

Record key decisions and assign action items to owners with deadlines, during or after the meeting.

3

Finalize & Generate Activities

Finalize the minutes and every open action item automatically becomes a tracked Odoo activity, with an optional linked project task.

4

Share & Track

Print the branded PDF, email it to attendees, and follow open actions through to completion from the carry-forward view.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Every action item you finalize becomes a native Odoo activity assigned to its owner with a deadline — it shows up in their normal to-do list and top-bar activities menu, not just inside a PDF.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Minutes of Meeting

Structured minutes attached to the calendar event, where action items become tracked Odoo activities, decisions stay findable, and anything still open carries forward to the next meeting.

Buy on Odoo App Store