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Introducing Next Steps: Where the Conversation Becomes the Action.

Aaron Klein, Founder

Introducing Daily Brief

Momentum dies in the gaps between meetings

People don’t drop the ball because they don’t care. They drop it because they’re already in the next meeting.

You know the feeling. The call ends, it went great, real decisions and real momentum, and then you’re straight into the next one and the one after that. So the follow-up email you meant to send just sits there. The ticket never gets filed. The notes never make it into the CRM. The summary your team was waiting on shows up two days late, if it shows up at all. And the proposal that actually moves the work forward? That one just looms, waiting on a block of time you never seem to find.

Capturing what happened was never the hard part. Doing the next thing is. That’s the gap we just closed.

What Next Steps are

Next Steps are one-click actions that turn a finished meeting into the work that follows it. The moment a meeting ends, or a Canvas is ready, your Next Steps are right there at the top of the screen. “Send the follow-up email.” “Draft the executive summary.” Select one or create your own, and Contio reads the conversation, drafts the output, and gets it ready to go.

We moved Next Steps to the top of every ended meeting on purpose. It’s the first thing you see when the conversation wraps, so it’s as easy as possible to keep the momentum going.

Notes don’t act. Next Steps do.

Here’s the difference between Next Steps and the notetaker you’re used to. Other tools hand you a set of one-size-fits-all notes and call it done. Those notes aren’t quite right for the CRM. They aren’t quite right for the service ticket. They aren’t quite right for the follow-up email. So you end up rewriting them anyway.

Next Steps takes the same conversation and produces exactly what each moment needs: a warm follow-up that makes the client feel seen, a summary your team can actually act on, a ticket focused on the one thing someone has to do next. Every Next Step is grounded in what was really said in that meeting. Not a rigid template, and not a generic automation.

Your steps, your way

Use the ones we built, use your team’s, or write your own. A Next Step is just a name, an action, and a prompt, so if you can describe what you want in plain language, you can build it. Contio AI will even help you write the prompt.

I made one that drafts my follow-ups in the voice of a friend of mine, Derrick Kinney, right down to closing every email with “if you want a business that’s boomin’, focus on the human.” It’s a little ridiculous. It’s also the whole point: a Next Step does the work the way you would, not the way a template would.

And because Canvases and Next Steps are two halves of the same idea, a Next Step can draft a full plan or proposal straight into a new Canvas. The conversation becomes the first draft, then becomes the action, with nothing for you to dig up in between. (New to Canvases? Learn more here.)

How it works

When a meeting ends, the Next Steps section appears at the top. Click one and the draft opens already written. Read it, edit it directly, or tell Contio AI what to change: “make this shorter,” “add a line about timing.” When it’s right, send it where it belongs. The meeting logs the completed step, so you can see what got done.

What you need to know

Next Steps are available now in MeetingOS. If you’re already using Contio, the Next Steps section is waiting at the top of your next ended meeting. Creating your first one takes seconds: tell Contio AI what you want it to do, and it writes the prompt for you.

Next Steps are included on the Pro and Elite plans: Pro gives you up to five, and Elite is unlimited. On the Free plan you’ll see Next Steps right in your meetings as a preview, so you can see exactly where they’ll fit when you’re ready to upgrade.

If you haven’t tried Contio yet, it’s free to sign up and takes a couple of minutes. Connect your calendar, run your next meeting, and watch the follow-up write itself.

Meeting ends. Action starts. From said to done, in a click.

—Aaron

Free for 20 meetings a month.
Wildly affordable for unlimited meetings.

Free for 20 meetings a month.

Wildly affordable for
unlimited meetings.