• TASKS
  • HISTORY
  • REVIEW
  • LOGS

How to extract action items from meetings with your AI

Connect Uniphore to your agent to turn call recordings into structured tasks. Once connected, you can query your meeting history to find exactly what needs to happen next.

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Short answer

How can I get action items from my Uniphore calls?

Your agent uses the Uniphore connector to pull meeting data and identify specific follow-up tasks. You'll get a clean list of responsibilities without manual transcription. Here is how the process works.

The outcomes.

Where your tasks land.

The AI processes call data into these specific results.

TASKS

Structured follow-ups

The AI identifies specific commitments made during the call. You get a list of tasks ready to move into your project manager.

HISTORY

Meeting context

The agent pulls the full transcript or summary. This gives you the background needed to understand why a task was created.

REVIEW

Human verification

The AI flags items that need your eyes. You decide if a task is actually valid before it hits your calendar.

LOGS

Call records

The agent keeps track of which meetings produced which tasks. You can always trace a task back to the original Uniphore recording.

The workflow

What your AI does when the meeting ends.

The AI handles the heavy lifting of scanning recordings and organizing the output.

  1. Find the call

    The agent looks through your Uniphore history to find the specific conversation you're interested in.

    list_meetings

  2. Access the data

    Once the right call is identified, the agent pulls the specific details of that session.

    get_meeting

  3. Identify tasks

    The agent scans the conversation to pull out specific action items and commitments.

    get_action_items

  4. Format the list

    The agent organizes the extracted items into a readable format for your review.

    get_action_items

Try it

Copy these to start.

Use these prompts to trigger the Uniphore connection.

Starting points

These are basic ways to start. Swap out the specific meeting names or dates with your actual Uniphore data.

Uniphore Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_TcPVvPg2b89t9Ygv6B1hi50S5BhjS1cPHrb54Ba5/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Uniphore capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "uniphore-conversation-ai-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TcPVvPg2b89t9Ygv6B1hi50S5BhjS1cPHrb54Ba5/mcp"
    }
  }
}
Copy into chat04

  • List my recent Uniphore meetings so I can pick one.

  • Get the action items from the meeting with Acme Corp.

  • What were the follow-up tasks from my call yesterday?

  • Summarize the action items for the meeting I just finished.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Uniphore Conversation AI once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can immediately start chatting with your call data.

Connect Uniphore Conversation AI to your AI

FAQ

How this task behaves

  • 01

    Can the AI create new meetings in Uniphore?

    No. The AI can only read existing meeting data and extract information from it.

  • 02

    Will the AI automatically add tasks to my calendar?

    No. The AI extracts the tasks from the call, but you must manually move them to your calendar or task manager.

  • 03

    Can I ask about a specific person mentioned in a call?

    Yes, as long as that person's name or details are part of the meeting data the agent accesses.

  • 04

    Does the AI delete any of my call recordings?

    No. The AI has no capability to delete, modify, or change your Uniphore recordings.

  • 05

    Can the AI see all my meetings or just recent ones?

    The AI can see any meeting available through the Uniphore connection, depending on how you filter your request.

  • More questions about Uniphore Conversation AI? The Connector page answers them. See everything the Uniphore Conversation AI Connector can do

Connect Uniphore to Claude, Cursor, ChatGPT & more