Meeting notes to actions

1. 01

   Gather the meeting notes

   1. Open the notes or transcript from the meeting. Keep the date and meeting name with them.
   2. Remove anything you cannot share before adding the notes to a tool.

   Start with

   Transcript or notes.

   You’ll have

   Readable meeting record.

   CheckThe meeting name, date and permitted notes are ready.
2. 02

   List the decisions and questions

   1. Read the notes and list what people explicitly agreed.
   2. Put unanswered questions in a separate list. Keep a source reference for each item.
   3. In ChatGPT, paste the prompt below with this step’s source material, then send it. Review the answer before carrying it forward.

   Prepare your prompt

   Add your details, then copy the prepared prompt into the tool. This helper combines your text with the task instructions.

   Source material for this step

   Copy prompt

   View prepared prompt

   Read the supplied meeting notes. Make two lists: decisions explicitly agreed and open questions. Give a short source excerpt or timestamp for each. Do not turn suggestions into decisions.
   
   Requested output format:
   Item | Owner if stated | Due date if stated | Source

   Open ChatGPT (opens in a new tab)

   Start with

   Meeting record.

   You’ll have

   Decision list and open-question list.

   CheckEach decision and question has a reference in the original notes.

   ChatGPT’s official guide (opens in a new tab) · Checked 2026-11-11

3. 03

   Make an action list

   1. For each task, record what needs doing, who accepted it and any stated due date.
   2. Write “Unknown” where the notes do not name an owner or date. Do not assign the work yourself.
   3. In ChatGPT, paste the prompt below with this step’s source material, then send it. Review the answer before carrying it forward.

   Prepare your prompt

   Add your details, then copy the prepared prompt into the tool. This helper combines your text with the task instructions.

   Source material for this step

   Copy prompt

   View prepared prompt

   Extract the agreed actions from these meeting notes. For each, show the task, stated owner, stated due date and source excerpt or timestamp. Use Unknown when an owner or date was not stated. Do not assign work.
   
   Requested output format:
   Item | Owner if stated | Due date if stated | Source

   Open ChatGPT (opens in a new tab)

   Start with

   Meeting record plus participant context.

   You’ll have

   Actions with owner/date only where stated.

   CheckOwners and dates appear only where the notes state them.

   ChatGPT’s official guide (opens in a new tab) · Checked 2026-11-11

4. 04

   Check the draft with the source

   1. Compare every decision and action with the original notes.
   2. Ask the participants about unclear points. Keep unresolved questions visible until someone confirms them.

   Start with

   Extracted decisions/actions.

   You’ll have

   Approved record plus flagged ambiguity.

   CheckA person has checked every decision and action against the source.
5. 05

   Save the checked meeting record

   1. In your Notion workspace, use the new-page control, add a clear title, then type or paste the checked material. Use /h1 for headings or /todo for agreed checklist items.
   2. Copy the approved decisions, actions and open questions into it, retaining the date and source links.

   Open Notion (opens in a new tab)

   Start with

   Approved meeting record.

   You’ll have

   Stored page/register/item set.

   CheckThe saved record includes the checked actions and source links.

   Notion’s page guide (opens in a new tab) · Checked 2026-11-11

6. 06

   Arrange the agreed follow-upOptional

   1. Decide which approved actions need a task or reminder.
   2. Create only the agreed tasks, using confirmed owners and dates. Review before sending notifications.

   Start with

   Approved actions.

   You’ll have

   Assigned tasks or reminders where appropriate.

   CheckOnly agreed tasks and reminders have been created.

0 of 6 step checks complete. Every explicit decision is recorded, every actionable commitment is assigned or explicitly unassigned, and ambiguity remains visible.