Meeting notes to actions

Turns a transcript or rough notes into decisions, owners, dates and open questions.

Use it when
After any meeting with more than two people.
What you fill in
  • notes Transcript or notes
Turn these meeting notes into a recap: notes

Sections: decisions made; action items as a table (action, owner, due date, or "unassigned"); open questions; and a 3-line summary for people who were not there.
Only include what was actually said; mark unclear items with (?).
Before you answer, check your draft against every instruction above and fix anything that misses.
Replace each highlighted input with your details before you send it.
Why it works
  • Separates decisions, actions and questions.
  • Flags unassigned work.
  • Marks uncertainty instead of guessing.