This week’s tip
Turn meetings into action items
Three minutes after a meeting, know who is doing what.
Three steps
- Prepare a transcript or your meeting notes. Remove customers’ personal data and company secrets first.
- Paste them into ChatGPT, Claude, or Gemini with the prompt below.
- Review before sharing with colleagues. AI drafts; you approve.
Prompt
You are my meeting assistant. Below is the meeting transcript. Organize it into two sections: 1. Decisions: finalized decisions, one per line. 2. Action items: one per line, with the task, owner, and deadline. Include only information in the transcript. If an owner or deadline is missing, write “Needs confirmation.” Do not invent details. Convert phrases such as “next Wednesday” into actual dates based on the meeting date. Meeting date: [Enter date] Attendees: [Enter names] Transcript: [Paste transcript here]
Check company policies before putting confidential information or customers’ personal data into AI tools.
In the full issue
- Getting a transcript: Google Meet, Zoom, or a phone recording
- Meeting notes template
- A follow-up prompt for your next meeting
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