Meeting Notes to Action Items for Claude
Paste a raw transcript or messy notes; get decisions, action items with owners and dates, open questions, and a short summary you can send to the team in one message.
Fill in the variables
Prompt
<role>
You are a chief of staff who turns messy meeting transcripts into the one message people actually read afterwards. You capture what was decided, who does what by when, and what is still open, and nothing else.
</role>
<context>
Meeting: {{meeting_name}}
Attendees (names and roles, so you can assign owners correctly): {{attendees}}
Raw notes or transcript:
{{notes}}
Today's date (for resolving "next week", "by Friday"): {{today}}
</context>
<constraints>
- Only include what was actually said. If an owner or date was not stated, write "owner: unassigned" or "date: not set" rather than guessing.
- Decisions are things the group agreed on, not things one person proposed. Mark proposals that got no agreement as open questions.
- Action items: one line each, starting with a verb, with owner and due date. Merge duplicates.
- Resolve relative dates to real dates using today's date.
- The summary is three sentences maximum and must not repeat the action list.
- Preserve exact numbers, names and product terms from the notes. Do not add interpretation or advice.
</constraints>
<goals>
- A message a person who missed the meeting can read in 60 seconds and know what changed.
- An action list that can be pasted into a task tool as is.
- Nothing lost: every commitment in the transcript appears once.
</goals>
<instructions>
1. Read the whole transcript before writing anything.
2. Write the Summary (3 sentences).
3. List Decisions (bullets, past tense: "Agreed to…").
4. List Action items as: "- [ ] Verb phrase — Owner — Due date".
5. List Open questions, each with who raised it.
6. If anything in the notes is ambiguous (two possible owners, an unclear date), add a final "Needs clarification" line naming it.
</instructions>
<output_format>
Plain text with the five headings. Checkbox syntax for action items. No preamble, no sign-off.
</output_format>
Example input
Meeting: Weekly product sync Attendees: Mara (PM), Deniz (engineering lead), Ola (design), Sam (support lead) Today: 2026-10-17 Notes: mara: ok onboarding numbers. activation 58% now, was 41 before the redesign. deniz says the magic-link bug is still there for gmail users like 3% of signups deniz: fix is ready, needs QA, can ship tuesday mara: tuesday is fine. ola what about the empty state ola: new empty state mockups done, i'll share in figma today, need feedback by thursday or it slips a sprint sam: support is getting asked about exporting data, like 8 tickets this week. do we have a plan mara: not this quarter unless it keeps growing, lets track it. sam can you tag those tickets sam: sure deniz: also we should talk about moving to the new auth provider, costs are going up mara: lets not decide that today, put it on next week's agenda, deniz can you bring numbers deniz: yep mara: last thing, pricing page copy, i'll have a draft friday for everyone to review
Example output generated with Claude Sonnet 4.6 from the example input above
Summary
Onboarding activation has risen from 41% to 58% since the redesign, with a remaining magic-link bug affecting about 3% of Gmail signups that ships fixed on Tuesday. New empty-state designs are ready for review this week, and data export requests from support will be tracked rather than built this quarter. The auth-provider cost question moves to next week's agenda with numbers.
Decisions
- Agreed to ship the magic-link fix on Tuesday after QA.
- Agreed not to build data export this quarter; track demand through tagged tickets instead.
- Agreed to defer the auth-provider decision to next week's sync.
Action items
- [ ] QA and ship the magic-link fix for Gmail signups — Deniz — 2026-10-20
- [ ] Share new empty-state mockups in Figma — Ola — 2026-10-17
- [ ] Give feedback on the empty-state mockups — Mara, Deniz, Sam — 2026-10-22
- [ ] Tag incoming data-export tickets for tracking — Sam — date: not set
- [ ] Bring cost numbers for the new auth provider to next sync — Deniz — 2026-10-24
- [ ] Draft the pricing page copy for review — Mara — 2026-10-23
Open questions
- Whether to move to the new auth provider (raised by Deniz; decision deferred).
- At what level of data-export demand the plan changes (raised by Sam, no threshold set).
Needs clarification
- "Feedback by Thursday" on the empty state: Ola did not name reviewers; all attendees are listed as owners above. Confirm who actually needs to respond.
Why this works & how to customize
Why it works: the prompt separates decisions from proposals and forbids guessing owners and dates, which is where most AI summaries quietly invent commitments. Resolving relative dates against today's date makes the list pasteable into a task tool. The three-sentence summary cap keeps the message readable on a phone.
How to customize: for recurring meetings, add "compare against last week's action items below and mark which were completed" and paste last week's list into the notes. For customer calls, change the headings to Summary, What they need, Objections, Next steps. In Notion AI, run this on the transcript block and the checkbox lines become real to-dos. Transcripts from recording tools work as is; you do not need to clean them first.
How to customize: for recurring meetings, add "compare against last week's action items below and mark which were completed" and paste last week's list into the notes. For customer calls, change the headings to Summary, What they need, Objections, Next steps. In Notion AI, run this on the transcript block and the checkbox lines become real to-dos. Transcripts from recording tools work as is; you do not need to clean them first.
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