Administration and finance
Turning meeting notes into actions
From messy notes to a short summary with decisions, actions and owners. So nothing gets lost after the meeting.
5 min read
After a meeting, everyone feels a lot was discussed. A week later, nobody's quite sure who was doing what. AI can quickly turn your rough notes or a transcript into a clear summary.
What you put in
- Your own notes, however messy: keywords, half-sentences, arrows.
- A transcript from Teams, Google Meet or Zoom, if you recorded with everyone's consent.
- The agenda, so the AI knows which items were planned.
What you ask for
A good summary always has the same four parts:
- Decisions: what was agreed?
- Actions: what needs doing, by whom and by when?
- Open questions: what's still undecided, and who's finding out?
- Next meeting: date and first agenda items.
Ask the AI to include only what's in the notes. If an owner or date is missing, it should flag it rather than assign someone itself.
Where it goes wrong
- Invented agreements. AI can turn a vague remark into a firm decision. Check every decision.
- Names. Transcripts often get names wrong. Check them.
- Sensitive items. HR matters or confidential customer information don't belong in a personal AI account. Remove them or use a business account.
- Tone. A summary is neutral. Cut opinions or interpretations nobody actually voiced.
Make it a habit
The biggest win is speed: a summary that reaches everyone within the hour gets read. One that arrives three days later doesn't. Agree who runs the notes through AI after every meeting, checks them and sends them out.
Checklist after every meeting
Your answers stay only in this browser.
Prompt to copy
Turn the notes below into a short summary in four parts: decisions, actions (what, who, by when), open questions and next meeting. Include only what's in the notes. If an owner or date is missing, write [to be agreed]. Neutral tone, one page maximum.
[paste the notes]
