Meeting → Action Plan
Turn scattered notes into decisions, owners, next steps, and a send-ready follow-up.
WORKS WITH
ChatGPTClaudeGeminiCopilot
01
Meeting → Action Plan
Turn scattered notes into decisions, owners, next steps, and a send-ready follow-up.
ChatGPTClaudeGeminiCopilot
WHEN TO USE
Meeting notes are scattered (bullets, chat paste, half-sentences) and you need decisions, owners, deadlines, plus a short follow-up email you can send in minutes.
WHAT TO PROVIDE
- Raw notes (messy is fine)
- Meeting context (topic + date if known)
- Default timezone / “this week” meaning if deadlines are vague
UNIVERSAL PROMPT Copy → replace placeholders → review output
Turn these meeting notes into a clear action plan. Output exactly these sections: 1) Decisions made (bullets; say “None explicit” if unclear) 2) Action items — each with: Owner | Task | Deadline | Status (Open) 3) Open questions 4) Follow-up email — short, send-ready, under 120 words, summarizing decisions + asks Rules: - Do not invent owners, dates, or commitments that aren’t in the notes - If owner/deadline is missing, mark as TBD and list under Open questions - Use names exactly as written in the notes - Prefer verbs that start with action (Send, Draft, Schedule, Confirm) Meeting context: [topic + date] Notes: [paste messy notes]
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EXAMPLE INPUT
Meeting context: Retention standup — 2026-09-05 Notes: - dashboard confusion coming up a lot in onboarding calls - Sarah: will pull top 10 ticket themes by Wed - John: two enterprise accounts at risk — Acme + Northwind — needs CS briefs - decide: pause new feature emails until onboarding FAQ ships - team to draft FAQ outline this week? - follow up with VP next week on renewals noise
EXAMPLE OUTPUT
1) Decisions made - Pause new feature emails until the onboarding FAQ ships 2) Action items - Sarah | Pull top 10 ticket themes | Wed | Open - John | Prepare CS briefs for Acme + Northwind | TBD | Open - Team | Draft onboarding FAQ outline | This week | Open - TBD | Follow up with VP on renewals noise | Next week | Open 3) Open questions - Exact deadline for John’s CS briefs? - Who owns the VP follow-up? - What “FAQ ships” means for unpausing feature emails? 4) Follow-up email Subject: Retention standup — decisions + owners (Sep 5) Hi team — Decisions: pause new feature emails until the onboarding FAQ ships. Owners: - Sarah — top 10 ticket themes by Wed - John — CS briefs for Acme + Northwind (date TBD) - Team — FAQ outline this week - VP renewals follow-up — owner TBD; target next week Reply with missing owners/dates so we can lock the board.
Advanced versionAsk for a tracker-ready table + escalation flag: +
Same rules as the Meeting → Action Plan prompt, plus: 5) A markdown table: Owner | Task | Deadline | Dependency | Escalation? (Yes/No) 6) Escalation = Yes only if notes imply revenue risk, blocked launch, or executive ask Meeting context: [topic + date] Notes: [paste]
MODEL-OPTIMIZED VERSIONS
One outcome. Tuned for the AI you use.
Universal works today. Pro adds model-specific versions when testing shows a meaningful advantage — never four variants just for the label.
ChatGPT Growing Pro library PRO ↗ Claude Growing Pro library PRO ↗ Gemini Growing Pro library PRO ↗ Copilot Growing Pro library PRO ↗
Compare Basic, Pro & Ultra ↗ ChatGPT · Claude · Gemini · Microsoft Copilot (and similar). Best when you paste the full note dump in one go.