← Back to docsRecipe
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
- Tag threads. In any Meridian thread, add the tag
action-log. Meridian will treat every top-level reply as an action item. - Install the add-on. Open your Google Sheet, navigate to Extensions → Add-ons → Get add-ons, and search for “Meridian.”
- Connect your workspace. In the add-on sidebar, paste your Meridian workspace URL and API key. Click “Authorize.”
- 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.
- 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.