Most meetings begin by confirming the minutes of the previous meeting and reviewing outstanding items. Process PA keeps the continuity between meetings clear, while leaving you in control of exactly what carries forward.
You don’t have to schedule the next meeting to finalize the current one — that requirement was removed. Instead, when you prepare the next meeting, you choose which previous minutes to include:
Outstanding action items and motions from prior meetings are surfaced automatically as business arising — a yellow exclamation mark (!) flags when there’s something to carry forward, so nothing is overlooked.
Carried-over actions and motions keep their original numbers, so they’re easy to track from one meeting to the next.

Updated on July 17th, 2026