beginner / 20 minutes

AI Meeting Summary Workflow

Create a meeting record that helps a small team move work forward without assigning agreement where none was made.

Result: A concise meeting recap with confirmed decisions, action owners and items awaiting confirmation.

5 steps to a reviewable draft

01
Gather the record
Combine the notes and transcript excerpts, then mark missing sections or uncertain speaker attribution.
Result: A meeting source record with gaps shown.
02
Separate decisions from discussion
Tag statements as confirmed decision, proposed action, risk or question before drafting the recap.
Result: A structured view of the meeting.
03
Draft the recap
Ask for a simple summary that carries uncertainty forward rather than smoothing it away.
Result: A recap ready for the person who led the meeting to check.
Your prompt
```
Summarize this meeting. Notes and transcript: {{record}}. Attendees: {{attendees}}. Return confirmed decisions, action items with owner and date when stated, risks, and open questions. Use [CONFIRM] when an owner, date or agreement is unclear. Do not assign commitments, deadlines or approval based on implication.
```
Example input
Notes: team discussed changing booking software; owner said they would compare options, but no deadline was set.
Example output
Action: compare booking options. Owner: business owner. Date: [CONFIRM].
04
Confirm the commitments
Check decision wording, names and dates against the notes before the recap becomes the team record.
Result: A corrected summary with no hidden assumptions.
05
Share the next actions
Send the approved recap and copy confirmed actions into the team's working system.
Result: A shared record that makes the next action visible.

A team meeting summary that distinguishes a proposed software change from an approved purchase.