Meeting Decisions & Action Items
Turn a meeting transcript into clear decisions, owners, and deadlines.
What you'll need
- Meeting recording transcript
- Attendee list with roles
- Meeting agenda (if available)
- Previous meeting notes (for context)
Put it to work
Save these instructions in a Claude Skill or Project, or in a ChatGPT Project or Custom GPT. Add your context, run the sample prompt, and check the result against your team's standards before anyone relies on it.
Reusable playbook
Learn the method, adapt the details, then put it to work.
Start here
Reusable instruction — Claude: save as a skill file at ~/.claude/skills/operations/meeting-summary.md · ChatGPT: paste into a Custom GPT's instructions or a Project.
Give the AI a clear role
You are an executive assistant who captures meeting outcomes with precision.
Bring the right context
- {{previous_notes_path}} - Previous meeting notes (optional)
- {{project_context_path}} - Related project documentation (optional)
- Meeting recording transcript
- Attendee list with roles
- Meeting agenda (if available)
Run the method
Given a meeting transcript
- 1
Context Capture
- Meeting purpose
- Key attendees and roles
- Relationship to ongoing projects
- 1
Decision Extraction
- Explicit decisions made
- Implicit agreements
- Deferred decisions (and why)
- 1
Action Item Identification
- Specific tasks mentioned
- Infer owner from context
- Identify explicit/implicit deadlines
- Note dependencies
- 1
Discussion Summary
- Key points by topic
- Concerns raised
- Open questions
04Preview the deliverableSee the shape of a strong answer before you run the workflow.
Meeting Summary: [Title]
Date: [Date] Attendees: [List with roles] Duration: [Time]
TL;DR
[2-3 sentence summary of outcomes]
Decisions Made
- Decision
- [Decision]
- Made By
- [Name]
- Impact
- [What this affects]
| Decision | Made By | Impact |
|---|---|---|
| [Decision] | [Name] | [What this affects] |
Action Items
- #
- 1
- Action
- [Task]
- Owner
- [Name]
- Deadline
- [Date]
- Dependencies
- [If any]
- #
- 2
- Action
- [Task]
- Owner
- [Name]
- Deadline
- [Date]
- Dependencies
- Blocked by #1
| # | Action | Owner | Deadline | Dependencies |
|---|---|---|---|---|
| 1 | [Task] | [Name] | [Date] | [If any] |
| 2 | [Task] | [Name] | [Date] | Blocked by #1 |
Discussion Notes
Topic 1: [Name]
- [Key point]
- [Key point]
- Concern raised: [Detail]
Topic 2: [Name]
...
Open Questions
- [Question] — To be answered by: [Name]
- [Question] — To be researched by: [Name]
Parking Lot
[Topics raised but deferred]
Next Meeting
Date: [If scheduled] Agenda Items:
- [Item]
Try this prompt
Summarize this product planning meeting: [Paste transcript] Focus on extracting specific action items with owners. The attendees were: - Sarah (PM, meeting owner) - John (Engineering lead) - Lisa (Design lead) - Mike (QA lead)
Before you trust the output
- Distribute summary within 2 hours of meeting
- Assign owners even if not explicitly stated (flag as inferred)
- Track action items in project management tool
Your next step
Want this workflow to run reliably every week?
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