FREE BUSINESS WORKFLOW · AI BASICS
Turn meeting notes into clear next steps
Separate decisions, assigned actions, and questions that still need an answer.
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When to use it
After a meeting, when decisions, tasks, and unanswered questions are mixed together.
What you’ll get
A meeting recap and an action table for the team to confirm.
Work through the steps
Before you start
Notes approved for your AI tool, with sensitive details removed. You can practice with a fictional meeting first.
Step 01
Sort the notes
Paste the notes rather than relying on the AI to remember a meeting it has not seen.
Organize these meeting notes: [notes]. Return three sections: decisions explicitly made, action items, and open questions. For each action, include task, owner, due date, and the supporting note. Write "Not assigned" or "Not agreed" when the notes do not specify an owner or date. Keep suggestions separate from decisions.
Step 02
Check the recap
Use this second pass to spot invented certainty before sharing the recap.
Compare the recap against the original notes. Identify any action, owner, deadline, or decision that is not directly supported. Correct the recap and give me a short list of questions to confirm with attendees. Then draft a concise team update. Do not send or create tasks.
Step 03 · Review before use
- Trace each decision and action back to the notes.
- Confirm ambiguous assignments with attendees.
- Enter agreed tasks into your team’s usual system after review.
If you get stuck: If the notes mix ideas with decisions, label a few examples and ask the AI to re-sort the rest.