Turn a meeting into clear decisions and tasks
Review the recording or notes, separate decisions from suggestions, and clearly flag missing owners and deadlines.
Let's understand the idea
A meeting summary may read nicely but add an owner or deadline that nobody mentioned. Prepare notes or a transcript you are allowed to use, and clarify the role names and goal. Keep extracting decisions separate from drafting the message.
For each task, keep what was said and where it appears, who is responsible if mentioned, and the deadline if specified. Keep suggestions as suggestions and turn missing details into questions. Then prepare a summary and follow-up draft, and open any generated file. Preparing a message does not mean sending it.
Tools for this workflow
Choose from what's available to you. You can use these prompts with several tools. What they can carry out depends on supported features and files.
See tool details and uses in the Tools library →Examples to expand the idea
A team manager has a recording of the weekly meeting. He uploaded the transcript and asked for the decisions and tasks. “We could run a campaign” was listed as a suggestion, while “We will deliver the presentation on Sunday” was listed as a decision with a deadline. Anything without an assigned owner became a question to ask in the group.
Preparing for a meeting
Gather the context, questions, and decisions needed from the current files before the meeting.
From a meeting to a presentation
Review the decision summary, then prepare follow-up slides instead of generating a presentation from an unedited transcript.
Regular follow-up
After a successful trial, specify the available source and timing, and ask for scheduling confirmation if you need it.
Steps from start to delivery
Open any step by its heading. Each explains what to do, why, and what to check before continuing.
1Prepare the source and contextMaterial you can understand and review.Details
An incomplete transcript needs clarification before important decisions.
What should I do?
- Specify the meeting, source, and permission to use it.
- Clarify names or roles and inaudible sections.
2Extract each category separatelyEach item's type is clear.Details
Keeping categories separate reduces the risk of turning passing remarks into commitments.
What should I do?
- Ask for decisions, suggestions, questions, and tasks in separate categories.
- Keep the location of the information and the supporting wording.
3Review tasks and missing detailsTasks backed by evidence, with gaps visible.Details
Inferring an owner from context is not evidence that they were assigned the task.
What should I do?
- Check the owner and deadline against the wording.
- Turn missing details into follow-up questions instead of filling them in.
4Prepare the summary and follow-upDrafts consistent with the decisions.Details
Confirm the meaning before wording it.
What should I do?
- Create a task table, summary, and message draft suited to the audience.
- Choose a file or slides if that will help the next meeting.
5Review before the next actionKnow what was prepared and what was done.Details
Saving, sending, or scheduling is a step that needs confirmation.
What should I do?
- Open the output and check links and identities.
- If you request an external action, verify the destination, what is permitted, and what was actually done.
Prompts for your work
Open a prompt and fill in your details. Empty fields remain visible so you don't forget them.
Extract meeting decisionsOpen it to copy or tailor the prompt
Prepare the listed inputs and start with the prompt in an available tool. Open the output and review it against your work.
Copy the prompt as it is, or tailor it with your details first.
Tailor the prompt to your workOptional: add your details and the prompt adjusts itself
View full prompt
Why is the prompt written this way?
Connecting apps reduces information gathering. Defining the requirements keeps the assistant working with your relevant context.
Prepare the follow-upOpen it to copy or tailor the prompt
Copy the prompt as it is, or tailor it with your details first.
Tailor the prompt to your workOptional: add your details and the prompt adjusts itself
View full prompt
Did the result serve your original goal?
Return to the inputs and sources, and open the output where you'll use it. Check these points before relying on it.
- Are decisions separate from suggestions?
- Were the owner and deadline actually mentioned?
- Are drafting and sending clearly separate?
If there's a problem, name the unsuitable part, show an example, and request a specific edit.