Surgio Docs

Productivity

Calendar & Meetings

Sync your life with your work. Seamlessly integrate Google Calendar, manage meetings, and never miss a deadline with smart reminders.

Google Calendar Sync

Surgio's 2-way synchronization keeps your tasks and calendar in perfect harmony. Changes made in one platform instantly reflect in the other.

Setting Up Sync

  1. Navigate to Settings → Integrations
  2. Click Connect Google Calendar
  3. Authorize Surgio to access your calendar (read and write permissions)
  4. Your tasks with due dates will immediately appear on your calendar

How Sync Works

Tasks → Calendar
Tasks with due dates appear as calendar events. The event title matches the task title.
Calendar → Surgio
Calendar events appear in your Surgio schedule view. External events are marked with a calendar icon.
Meeting Issues
Issues created with "Add Meet" automatically sync to Google Calendar with Meet links attached.
Real-time Updates
Changes sync within seconds. Reschedule in either platform and see it update everywhere.

Meeting Management

Turn meetings into action. Create meeting agendas, take collaborative notes, and automatically extract tasks using AI.

Creating Meetings

There are two ways to create meetings in Surgio:

From an Issue

Open any task and click "Add Meet" to schedule a meeting about that specific issue.

  • • Automatically creates Google Meet link
  • • Syncs to Google Calendar
  • • Links meeting notes to the issue
From Meetings Page

Go to the Meetings page and click "New Meeting" to create a standalone meeting.

  • • Set title, date, and time
  • • Invite team members
  • • Add agenda items

Meeting Notes

All team members can access and edit meeting notes in real-time. Notes are saved automatically as you type.

•Rich text editor with formatting options
•Real-time collaboration (see who's editing)
•Add action items, decisions, and discussion points
•@mention team members to assign follow-ups

AI Action Extraction

After a meeting, click "Extract Actions" to have Surgio AI analyze your notes and automatically create tasks.

The AI will:
  • •Identify action items and decisions from the notes
  • •Create tasks with appropriate titles and descriptions
  • •Assign tasks based on @mentions in the notes
  • •Link all created tasks back to the meeting

Accessing Meetings

The Meetings page shows all upcoming and past meetings for your team:

  • •Filter by date range or search by title
  • •See meeting status: Upcoming, Ongoing, or Past
  • •Click any meeting to view notes and join the Google Meet link
  • •View all tasks extracted from each meeting

Reminders

Never miss a deadline. Set custom reminders on tasks and meetings to get notified exactly when you need to be.

Setting Reminders

You can set reminders when creating or editing tasks and meetings:

•Specific date and time
•Relative time (1 hour before, 1 day before)
•Before meeting start time
•Recurring reminders for repeated tasks

Reminder Notifications

When a reminder triggers, you'll receive:

  • •In-app notification in your Inbox
  • •Browser notification (if enabled)
  • •Email notification (configurable in settings)
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