Turn a meeting into a clear action plan
A checked decision log, action table and follow-up draft.
Use one suitable assistant or tool you already have. The selections are starting points, not a required shopping list.
Your route to a useful result.
Use the fictional transcript below or a permitted transcript. For an actual recording, follow the meeting’s consent and retention requirements. Correct speaker names first.
Paste the transcript and prompt into an approved assistant. If testing meeting capture, read the same script aloud in a test meeting with consenting participants.
Check every action, owner and date. Record corrections rather than accepting a confident-looking summary.
Put the reviewed actions in your existing task system. Draft the follow-up and have the meeting owner approve it.
Record work and review time, who owns the notes, and when the original recording should be removed.
0 of 5 steps complete
Start with this fictional input.
Fictional project check-in, October 19, 2026. Maya: We agreed to pilot the booking page with five volunteers. I will draft the invitation by October 21. Leo: I can check the page accessibility, but I cannot commit to a date until I see the draft. Maya: We have not chosen a launch date. The $300 research budget is a proposal, not approved spending. Nina: I will send the five volunteer names to Maya by October 20. Please keep their contact details in our private project folder. Leo: I will tell the team my review date after Maya sends the draft.
The reusable prompt
Use only the supplied transcript. Separate agreed decisions, actions and open questions. For every action include owner, due date (or not agreed), dependency and supporting quote. Do not turn proposals into decisions. Draft a follow-up of no more than 120 words. Do not send it or include contact details.
Check the work against the source.
This is an editorial reference answer. It is not output from a tested vendor.
Decision: pilot the booking page with five volunteers. Maya: draft invitation by October 21. Nina: send five volunteer names to Maya by October 20, through the private project folder. Leo: review accessibility; date not agreed, dependent on draft. Communicate review date after receiving it. Unresolved: launch date and proposed $300 budget. Neither is approved. No contact details belong in the public recap.
- Keep the $300 proposal separate from approved decisions.
- Keep Leo’s due date as not agreed.
- Identify Maya and Nina’s explicit dates correctly.
- Keep contact details out of the recap.
- Review the draft before sharing it.