Follow-Ups and Action Items

MyBusinessTrip uses three related but distinct concepts for tracking commitments and follow-up work:

Action Items (inside a trip)

Action Items are commitments captured during a trip — things that need to happen as a result of meetings, site visits, or other trip activities.

Getting to Action Items

Open the trip and click Action Items in the trip navigation.

Adding an action item

Type a commitment in the input field at the top of the page and click Add (or press Enter). The action item is saved with Open status.

Action item statuses

Each action item cycles through three statuses. Click the status circle to advance it:

• Open — not yet started
• In Progress — being worked on
• Done — completed

Items are grouped by status: In Progress, Open, Completed.

Overdue items

If an action item has a due date that has passed, it is shown with a red border and an "Overdue" label.

Action items from meetings

Action items added on a meeting's detail page are also visible here. They are linked to the meeting they came from.

Follow-Up Centre (/follow-ups)

The Follow-Up Centre is a cross-trip view of all your open commitments. It shows action items from all trips in one place, organized by urgency.

Getting to the Follow-Up Centre

Click Follow-Ups in the sidebar under the Outcome Tracking section.

Tabs

• Overdue — action items with a past due date
• Open — action items not yet started
• In Progress — action items being worked on
• Meeting F/U — meetings that have a follow-up date set

Each tab shows a count of items. The header shows the total number of open commitments across all tabs.

Updating status from the Follow-Up Centre

Each action item card has Start and Done buttons. Click Start to move it to In Progress. Click Done to mark it complete. The list refreshes automatically.

Meeting Follow-Ups tab

This tab shows meetings (from any trip) that have a follow-up date set. It is a reminder to check in with attendees after the meeting. Click the trip link to open the meeting.

Follow-Up Drafts (inside a trip)

Follow-Up Drafts is an AI-assisted tool that generates communication drafts based on your trip's meetings and action items. It is labelled Follow-Up Assistant on the page.

Getting to Follow-Up Drafts

Open the trip and click Follow-Up Drafts in the trip navigation.

Generating a draft

1. Select a draft type from the dropdown (for example, Follow-Up Email, Meeting Recap, Client Summary).
2. If the selected type requires a meeting, select the completed meeting from the second dropdown.
3. Click ✨ Generate.
4. The draft appears in the viewer panel on the right.

Draft types

The available draft types depend on the trip's workspace type. Common types include:

• Follow-Up Email
• Meeting Recap
• Client Summary
• Executive Summary
• Open Commitments

Using a draft

Click Copy to copy the draft subject and body to your clipboard. Paste it into your email client and edit before sending. Drafts are not sent automatically — they are starting points for your own communication.

PRO plan requirement

Generating Follow-Up Drafts requires a PRO plan. If you are on the FREE plan, an upgrade prompt appears when you try to generate.

Tips

• Add action items during or immediately after meetings while the commitments are fresh.
• Check the Follow-Up Centre regularly — it surfaces overdue items across all trips so nothing falls through the cracks.
• Use Follow-Up Drafts to save time on post-trip communication, but always review and personalize before sending.