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Turn meeting notes into decisions and action items

I run a meeting note-taker on most of my calls, and the notes are only useful once the decisions and owners are pulled out. This takes five minutes straight after the meeting and saves the "I thought you were doing that" conversation a week later.

You'll haveA short list of what was decided, who owns each action, and what was left open
Time5 minutes
You needMeeting notes or a transcript, and any AI assistant

Steps

  1. Straight after the meeting, paste your notes or the transcript into the prompt.
  2. Check that every action has a real person's name next to it.
  3. Look hard at the "left open" section. Those are the items that quietly disappear.
  4. Send the list to everyone who was in the meeting the same day.

The prompt

Copy it, then replace the [highlighted parts] with your own details.

Pull out decisions and actions 
Here are notes from a meeting about [TOPIC]:
[PASTE NOTES OR TRANSCRIPT]

Give me three lists:
1. Decisions made, one line each
2. Actions, each with an owner and a deadline. If no owner or deadline was stated, write "No owner" or "No date" so I can fix it
3. Questions discussed but left open, with no decision

Only include what is in the notes. Do not invent owners or dates.

What a good result looks like

An illustrative example. The company and figures are made up.

Decisions - Launch moves to 14 October - The pilot runs with two teams, not four Actions - Update the launch plan - Operations lead - Friday - Tell the four teams which two are in the pilot - No owner - No date Left open - Who approves the pilot budget

Make it better

  • Ask it to write the email to attendees as well, ready to send.
  • Fix every "No owner" before sending. That line is the whole point.
  • Run it on a recurring meeting's notes for a month and ask which open questions keep coming back.

Faster with

Todoist. Add your own actions from the list as tasks with their deadlines, so they leave the meeting notes and land where you work.

Before you install: Tasks sync through Todoist's servers so they appear on every device. Keep passwords and confidential client details out of task names.

Try TodoistAffiliate · Free plan. Pro $5 a month, billed yearly

Before you paste anything, remove details you would not share outside your company, such as customer names, contract terms or personal information. How to use AI at work safely

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