Meetings & decisions
Meeting → Action Plan
The problem
Meetings end with a transcript and good intentions. A week later nobody can say what was decided, who owns it, or when it is due — so the same discussion happens again.
- Who it's for
- Managers, Consultants, Project teams, Founders
- What it produces
- Decisions, action items with owners and deadlines, open questions, and a ready-to-send follow-up email.
- What you need
- Meeting transcript or notes; List of attendees; The project or goal the meeting relates to
- Tools
- ChatGPT · Claude · Gemini · Notion
- Level
- Starter
- Format
- 5 steps · Starter
The workflow — 5 steps
- Step 1
Normalise the raw transcript
Paste the raw transcript and have the model clean it into a readable record first. Doing this as a separate step stops the model from hallucinating decisions while it is still untangling who said what.
You are a meeting analyst. Below is a raw transcript. Clean it into a structured record with sections: Attendees, Topics discussed (in order), and Notable quotes. Do not summarise, interpret or add anything that is not in the transcript. If something is ambiguous, mark it [unclear]. TRANSCRIPT: """ {paste transcript} """ - Step 2
Extract decisions separately from actions
Decisions and actions are different objects and the model conflates them if you ask for both at once. Ask for decisions first, with the evidence line for each, so you can spot invented ones instantly.
From the cleaned record above, list only DECISIONS THAT WERE ACTUALLY MADE. For each, output: Decision | Who decided | Evidence (the exact line from the transcript). If a topic was discussed but not decided, put it under "Still open" instead. Never infer a decision that was not explicitly agreed.
- Step 3
Assign owners and deadlines
Now extract actions and force the model to flag anything unowned. The flagged gaps are the real value — they are the items that would have silently died.
Now extract ACTION ITEMS as a table: Action | Owner | Deadline | Depends on | Confidence (stated / implied / missing). If no owner or deadline was stated, write MISSING — never guess a name or date. End with a short list titled "Needs clarification before this plan is usable".
- Step 4
Generate the follow-up message
Convert the plan into the message that actually creates accountability. Ask for a short version — long recap emails do not get read.
Write a follow-up email to attendees under 150 words. Structure: one-line purpose, decisions (bullets), actions as 'Owner — action — date', then the open questions as direct asks. Neutral professional tone, no filler, no 'I hope this finds you well'.
- Step 5
Make it repeatable
Save steps 1–4 as a single saved prompt or Notion template with the transcript as the only variable. From the second meeting onward this workflow is a paste-and-run, not a thinking task.
Combine the four steps above into one reusable prompt where {TRANSCRIPT}, {PROJECT} and {ATTENDEES} are the only variables. Output it as a single block I can save as a template.
What changes when you run it
Before
A 48-minute product sync transcript: 9,000 words, four speakers talking over each other, three decisions buried in tangents.
After
3 decisions with the exact line each was agreed on, 7 actions (2 flagged MISSING an owner), 4 open questions, and a 120-word follow-up email ready to send.
Free prompts used in this workflow
Prompts are the ingredients; this workflow is the recipe. Each of these is free to copy.
- Professional EmailQuick, clear emails that get a reply
- Polite DeclineSay no without burning the relationship
- Follow-up NudgeRe-open a stalled thread without nagging
- Difficult FeedbackDeliver hard feedback with care
- Meeting RecapTurn raw notes into a clean recap
- Cold OutreachPersonal first message that lands
This one is free — the system isn't just this
- All 12 workflows, including the 7 Pro workflows in full
- The complete 120-page AI Productivity Playbook
- Reusable workflow templates and worked examples
- The Notion Workflow Hub — duplicate it into your own Notion
- Written Zapier and Make automation recipes
