Streamline team workflows

Weekly briefs and follow-ups, on autopilot.

Merge notes from PDFs, DOCX, and CSVs into structured briefs. Extract action items and assign owners automatically.

Download OpenYakUse Cases

Merge leadership notes, support escalations, and renewal trackers into one Monday operating brief.

Operating brief sources

leadership-notes.docx

parsed

support-escalations.csv

merged

renewal-tracker.xlsx

ready

legal-followups.md

merged

Sources

14

Duplicates

11 merged

Open risks

5 found

Describe the result you want
Auto
Operating Brief
Case fileteamOps

Execution map, not feature list.

Each page now reads like a runbook: what goes in, what the agent does, and what artifact comes back.

Team Operations

local runbook

01

Merge Multi-Format Sources

Combine notes from PDFs, DOCX, CSV, and plain text into one unified brief. Duplicates are removed, stale items flagged.

02

Extract Tasks & Assign Owners

OpenYak reads meeting notes and surfaces unresolved actions. It maps tasks to owners, ranks by urgency, and generates checklists.

03

Track Blockers & Deadlines

Across all your workstreams, OpenYak identifies blockers with due dates and groups them into a single actionable view.

Workbench

The workflow, expanded into real screens.

Artifact step 01Verified

Merge Multi-Format Sources

Combine notes from PDFs, DOCX, CSV, and plain text into one unified brief. Duplicates are removed, stale items flagged.

InputToolsOutput
Live artifact01 / 03

Merge leadership notes, support escalations, and renewal trackers into one Monday operating brief.

Operating brief sources

leadership-notes.docx

parsed

support-escalations.csv

merged

renewal-tracker.xlsx

ready

legal-followups.md

merged

Sources

14

Duplicates

11 merged

Open risks

5 found

Describe the result you want
Auto
Operating Brief
Artifact step 02Verified

Extract Tasks & Assign Owners

OpenYak reads meeting notes and surfaces unresolved actions. It maps tasks to owners, ranks by urgency, and generates checklists.

InputToolsOutput
Live artifact02 / 03

Extract action items from this week's meeting notes and assign owners with due dates.

Action register
Send signed DPA to Acme LegalHigh
Owner: Legal OpsDue: Apr 24
Confirm SOC2 evidence exportHigh
Owner: SecurityDue: Apr 25
Schedule AP approval blockMedium
Owner: FinanceDue: Apr 26
Update renewal risk slideMedium
Owner: RevOpsDue: Apr 28
Describe the result you want
Auto
Operating Brief
Artifact step 03Verified

Track Blockers & Deadlines

Across all your workstreams, OpenYak identifies blockers with due dates and groups them into a single actionable view.

InputToolsOutput
Live artifact03 / 03
Monday Brief — operating-brief.md

# Monday Operating Brief

## Risks needing owner response

- - Acme renewal is blocked on DPA signature

- - SOC2 evidence export missing from Security folder

## Action register (14 total)

- Finance: 4 | Legal Ops: 3 | Security: 3 | RevOps: 4

## Due before Friday: 7: 6

Owner Load
Legal Ops4 tasks
Finance3 tasks
RevOps2 tasks
Describe the result you want
Auto
Operating Brief
Next run

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