Platform launch readiness — app testing, infrastructure, and the launch plan
Granola0/12Sep 9
JSRK
JSRKFree / BYOK beta · Your notetaker’s next step
Your meetings end. The work begins itself.
Surf Tasks listens to your Granola, Fathom, and Fireflies notes, helps turn selected action items into tracked tasks, and lets AI agents draft the deliverable — while you keep the final say.
Free beta platform access · AI usage billed by your provider · Review before approval
Surf Tasks · Illustrative workspace · Fictional tasks
Assigned to me
0Tasks assigned to you by your team.
Meeting Tasks
4✦ Notes＋ Add a task...
GranolaTeam planning — partner brief, legal review, and vendor negotiations
0/6Sep 5AP
Prep: Design + Engineering
0/11Sep 10AF
CRM integration — launch timeline, content planning, and asset delivery
0/6Sep 20RD
Team projects
4＋ Add a task...
Review the partner brief
3/5Sep 12AP
Draft vendor negotiation memo
1/4Sep 13RK
Prepare launch content calendar
6/8Sep 16AF
Sync approved assets to Drive
2/3Sep 18
Home
0Everything is clear.
4 new action items pulled cleanly from your Granola meeting!
Plays effortlessly with your daily workspace
GranolaInstant note & action item extraction
FathomPost-call transcript sync
Fireflies.aiAutomatic meeting summariesGoogle CalendarTwo-way focus time scheduling
Google DriveDual-write deliverable saving
GmailInbound intake & draft creationThe problem
Meetings don't fail in the room. They fail in the week after.
Every team knows this day. The tools aren't the issue — it's the gap between what was said and what actually gets done.
9:00 AM
The call goes well
Great meeting. Everyone agrees. Six things get promised out loud — and nobody writes a single one down.
11:30 AM
The notes sit unread
Your AI notetaker captured everything. It's now one more transcript in a folder you'll never reopen.
3:00 PM
Someone asks for a status
"Any update on the vendor memo?" You scroll chat history, dig through docs, and start from a blank page.
Friday
The same meeting again
Half the agenda is re-deciding what was already decided. The work didn't move — the conversation just repeated.
Surf Tasks closes that gap. The moment a meeting ends, the commitments inside it become tracked work — assigned, scheduled, and drafted before your next call starts.
How it works
From a 30-minute call to finished files in Drive.
01
Just Talk
Granola, Fathom & Fireflies catch the conversation. Re-syncing never creates duplicates, and each person's notes stay private to them.
02
Smart Routing & Calendar Sync
Every action item finds the right agent or teammate, and focused work time lands on your Google Calendar.
03
Grounded AI Execution
Agents draft memos, research, and decks from your own team knowledge. If they're unsure, they stop and ask you.
04
One Click to Done
Review, approve, and the finished file is saved to your team's Google Drive folder automatically.
Meetings into momentum
Meetings That Actually Clear Your To-Do List
Zero zombie action items.
Review meeting action items, create follow-up tasks, confirm the owner and due date, and plan the work with your connected calendar.
- Granola, Fathom, and Fireflies sync
- Participant-aware action items
- Connected Google Calendar planning
Meeting Tasks
2✦ Notes＋ Add a task...
Platform launch readiness — app testing, infrastructure, and the launch plan
Granola0/12Sep 9JSRK
JSRKTeam planning — partner brief, legal review, and vendor negotiations
0/6Sep 5AP
Focus block scheduled
Today · 2:00–3:30 PM
Controlled autonomy
Autonomous Power with Real Accountability
AI drafts the work. You hold the keys.
Move from Suggest to Draft to Execute without giving a bot the final say. Keep responsibility with the person reviewing and approving the work product.
- Suggest → Draft → Execute autonomy ladder
- Dual human and AI assignment
- Hard approval gate before completion
Finalize partner launch brief
In reviewAssigned to
APTeam member + AI agent
Linked deliverables
Launch readiness brief.docxApproval Gateway
AI cannot close this task. Your approval creates the completion signature.
Security by default
Enterprise Security Working Invisibly
Keep access scoped to the right workspace.
Organization and department permissions govern shared knowledge. Document classification and restricted-content handling help control what can enter the knowledge library.
- Access follows organization and department permissions
- Credentials and API keys removed before embedding
- Source provenance for indexed reference material
Provenance
Source verification
Team Drive / Legal / Partner findings
Citation verified
Meeting / Team planning
Citation verified
Vendor terms / Approved v3
Citation verified
100% Grounded in Team Drive
A day with Surf Tasks
Same meetings. Completely different Friday.
9:00 AM
You just talk
Your notetaker records the call. The second it ends, action items appear in Meeting Tasks — with owners, due dates, and participant context.
9:05 AM
The plan builds itself
Each task is broken into subtasks, matched to the right agent or teammate, and focus time is booked on your Google Calendar.
10:00 AM
Drafts are already waiting
Agents write first drafts grounded in your team's own Drive knowledge. Missing a fact? They ask you in the task chat instead of guessing.
4:30 PM
You approve, it ships
Review the work, tweak it in chat, hit approve. The finished file lands in the right Google Drive folder — with your signature on completion.
Everything in one calm workspace
Less busywork. More done before lunch.
Explore the beta workflow, with your own connected services and supported AI provider keys.
Auto-breakdown on every task
Create a task and Surf Tasks instantly splits it into subtasks, picks the right agent for each, and maps what depends on what.
Drafts waiting for you
A first draft of the deliverable is written in the background, so you open a task to edit — not to stare at a blank page.
Chat that changes the plan
Tell the task chat what changed. It adds, edits, or ticks off subtasks for you — only after you confirm.
Speak instead of type
Dictate updates and answers straight into any task. Perfect between back-to-back calls.
Bring your own AI
Plug in ChatGPT, Claude, Grok, or your own Dots bot. Assign them to tasks right next to your team.
Meeting-ready, every time
Click any calendar event to generate prep tasks from its title and agenda. Today, 3-day, 7-day and month views.
Asks before it guesses
When an agent is missing facts, it tells you exactly what, why, and where to find it — or runs anyway on your call.
Your Org knowledge hub
Drop in whole folders. The Librarian sorts them into departments nightly, or you file them by hand.
A board that just flows
Drag cards between lists, hide what you don't need, and filter by Today, 3 days, a week, or the month.
Free / BYOK beta
Try the workflow. Not a paid plan.
Surf Tasks access is free during beta. Bring your own AI provider key for supported agent workflows; your provider bills you separately for AI usage.
Connected services may require their own paid plans or API access. Beta features can change. Paid Surf Tasks plans are not available yet; any future offer will be explained before you choose to subscribe.
Beta platform access
$0during beta
- No credit card required for Surf Tasks
- Your own AI keys; provider usage charges are separate
- Tasks, drafts and a human approval step
- No department required to get started
Your next meeting could be the last one that goes nowhere.
Start with one meeting and one follow-up task. Surf Tasks is free during beta; bring your own AI key, with usage billed by your provider.