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Action-item owner-tracking spreadsheet

Every meeting generates action items. This recipe wires a shared spreadsheet into Meridian so owners, deadlines, and status stay visible without another tool.

What you'll build

A live Google Sheet that pulls open action items from Meridian threads, grouped by owner, with due-date highlighting and a one-click “mark done” column.

Ingredients

  • A Meridian workspace with threaded discussions enabled
  • A Google Sheet shared with edit access
  • The Meridian Google Sheets add-on
  • One “action log” tag applied to relevant threads

Steps

  1. Tag threads. In any Meridian thread, add the tag action-log. Meridian will treat every top-level reply as an action item.
  2. Install the add-on. Open your Google Sheet, navigate to Extensions → Add-ons → Get add-ons, and search for “Meridian.”
  3. Connect your workspace. In the add-on sidebar, paste your Meridian workspace URL and API key. Click “Authorize.”
  4. Pull actions. Select the sheet tab you want to populate, then click “Sync action items.” The add-on writes columns: Thread, Owner, Due, Status, and a Mark-done checkbox.
  5. Set a refresh schedule. In the add-on menu, choose “Auto-refresh” and pick an interval (hourly recommended). The sheet stays current without manual pulls.

Pro tips

  • Use conditional formatting on the Due column: red when overdue, yellow when due within 48 hours.
  • Create a second tab filtered to a single owner for 1:1 accountability reviews.
  • Combine with Meridian's weekly digest to auto-post a summary of overdue items every Monday.

Need help? Browse the full docs or reach out in the Meridian community.