Turn meeting notes into tasks

What you'll build

A saved prompt, and optionally an automation, that turns a meeting transcript into a list you can check and paste into your tracker. Get people's agreement before recording meetings.

The steps

1. 1
   Save three transcripts

   Use meetings you attended, so you know what really got decided.

2. 2
   Write the prompt

   Ask for decisions, then tasks with owner and due date. If either is missing, write "not stated".

3. 3
   Compare with your memory

   Note missed tasks, invented owners and things discussed but not decided.

4. 4
   Fix the format

   Match your tracker's fields, so the output pastes in cleanly.

5. 5
   Share it after the meeting

   Send it to attendees to correct. They'll catch what you can't.

6. 6
   Automate if it's still worthwhile

   Connect the transcript source to the prompt, and create tasks as drafts.

Practice material

Practice transcript (invented):

Lina: We need the pricing page live before the campaign.
Omar: I can draft it by Thursday.
Lina: Great. Someone should check it with legal.
Omar: Maybe. Also, should we drop the old plan?
Lina: Let's decide that next week.

Expected:
Decisions: none final.
Tasks: Omar drafts the pricing page, due Thursday.
Legal check, owner not stated, due date not stated.
Open question: drop the old plan? Decide next week.

You're done when

• The practice transcript gives the expected result
• It writes "not stated" instead of guessing owners
• Attendees correct less over time