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Turn meeting notes into action items with AI

Use the notes you already have to draft decisions, owners and next steps. Keep missing dates and unanswered questions visible.

Start with the notes you already have

You leave a meeting with a page of notes, but the useful question is still: who is doing what next?

Open Claude, or the chat app you already use, and paste your notes. Rough bullet points are fine. For work notes, use the tool your team allows and leave out unrelated personal details.

This approach starts in an ordinary chat. It doesn’t need a meeting recorder, a new integration or a connection to your task manager.

Ask for three separate things

A summary can mix together an idea, a decision and a promise. Ask for these sections instead:

  • Decisions: what the group actually agreed.
  • Actions: the task, who owns it and when it is due.
  • Open questions: what still needs an answer.

Ask it to include a short supporting note beside each action. That gives you a quick way to see why something ended up on the list.

Don’t let blank spaces turn into promises

If the notes don’t name an owner, use “Not agreed.” Do the same for a missing deadline.

“Maybe we could do that next week” should stay a suggestion unless the notes show it was agreed. If the AI turns it into a firm task, say: “That was only an idea. Move it to open questions.”

You can also ask: “Which rows need someone to confirm an owner or date?”

Turn the draft into a follow-up

Once the list looks right, ask: “Write a short message for the team. Start with the decisions, then the tasks, and finish with what we still need to confirm.”

Read the names and dates, make your changes and send it through the channel you normally use. Keep the original notes nearby until everyone has had a chance to correct the recap.

The next step can be small: take the notes from your next meeting and try the prompt below. If you want help making the message sound like you, try the writing guide.

Here’s one way to try it

01

Paste the notes you already have

Start with your written notes or the relevant part of an existing transcript. Say which meeting they came from.

02

Separate decisions from work to do

Ask for decisions, an action table and open questions as three separate sections.

03

Leave missing details open

If nobody agreed an owner or date, mark it as not agreed. Ask for the note supporting each task.

04

Prepare the follow-up

Correct the draft, then ask for a short message your team can review. Send it through your usual channel yourself.

Something to type

Turn these meeting notes into a draft for review. Give me: 1) decisions made; 2) a table with Task | Owner | Due date | Supporting note; 3) open questions. Use only what the notes actually say. Write “Not agreed” if an owner or date is missing. Keep suggestions separate from decisions. Then draft a short follow-up message. Meeting notes: [paste your notes]

References and how this was put together

A note on this approach:

  • An idea discussed in a meeting is not automatically an agreed task. Check the proposed owners and dates before sharing.

Idea to try. A suggested approach, without a recorded afaAI test yet.

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