Operations

Meeting Summary Template

A reusable meeting notes template with variables for raw notes, attendees, meeting goal, decisions, action items, risks, open questions, and next meeting date.

Overview

Raw meeting notes are almost never directly useful. They capture what was said, not what was decided or who owns what next. This template transforms messy notes into a structured summary that answers the three questions every meeting participant actually needs after it ends: what was decided, who is doing what by when, and what is still unresolved. The raw notes variable accepts whatever format you have — full transcript, bullet points, or fragments.

Workflow

Capture raw notes in any format
Paste whatever you have into the rawNotes variable — a transcript, a voice memo transcript, or bullet-point fragments. The template works with messy input.
Fill in the template variables
Open in Prompt Template Builder. Variables: meetingGoal, meetingDate, nextMeetingDate, attendees, rawNotes, decisions, actionItems, risks, openQuestions.
Pre-fill what you already know
If you already know the key decisions and action items, put them in the decisions and actionItems variables. The AI will reconcile these with the raw notes and fill in anything you missed.
Review action items for owner and due date
The most common gap in meeting summaries: action items without owners or dates. Review the output and fill in any '[TBD]' entries before sending.

Why This Works

Separating raw notes from known decisions allows the AI to reconcile what was discussed with what was actually resolved — the most error-prone part of manual summarization
Requiring action items as [Owner] — [Task] — [Due date] prevents the most common failure mode: action items that no one owns
The open questions section captures unresolved items explicitly rather than letting them disappear into 'we'll discuss next time'
Specifying the output sections forces completeness — a meeting with no risks listed is a meeting where risks went unacknowledged, not one where none existed

Best for

Meetings with decisions and action items that need to be tracked after the call
Teams where the meeting notes taker is also a participant and cannot write full sentences in real time
Organizations that want a consistent summary format across all meeting types
Async teams that share meeting summaries with people who were not on the call

Not for

Verbatim meeting transcripts where every word needs to be preserved
Highly sensitive meetings — always review and redact before sharing AI-generated summaries
Meetings with no decisions or action items — if nothing was decided, the summary will reflect that

Use cases

Converting messy call notes or transcript exports into a shareable summary
Building a post-meeting email using structured sections as the outline
Creating a running decisions log from recurring team meeting summaries
Generating a standardized summary format across a team or organization

Customize This Resource

Opens the pre-filled template in Prompt Template Builder. Review the variables, add sample values, and build your output.

Open in Prompt Template Builder

Prompt Template

Structure the following meeting notes into a clean, actionable summary.

Meeting goal: {{meetingGoal}}
Date: {{meetingDate}}
Next meeting: {{nextMeetingDate}}

Attendees:
{{attendees}}

Raw notes:
{{rawNotes}}

Known decisions made:
{{decisions}}

Action items (with owner and due date where known):
{{actionItems}}

Risks or blockers raised:
{{risks}}

Open questions not resolved in this meeting:
{{openQuestions}}

Output sections (in order):
1. Meeting goal (one sentence)
2. Decisions (bullet list — each decision stated as a clear conclusion)
3. Action items (each on its own line: [Owner] — [Task] — [Due date or TBD])
4. Risks and blockers (brief, owner where known)
5. Open questions (each one a specific question, not a topic area)
6. Next meeting (date and suggested agenda if known)

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