All worked examples

Turn meeting notes into decisions and actions

Sample

Messy notes in, a clean record out, with the one gap flagged instead of guessed.

What goes in: your notes
Team meeting, Oct 2
- Agreed to move the launch to Nov 12.
- Sam will draft the FAQ by Friday.
- Budget for ads approved at $2,000.
- Not sure who books the venue.
Next: the first step runs
Step 1Pull out decisions
Step 2List the actions
Step 3Note open questions

What each check found

  1. Pull out decisions
    Every item quotes its note (A plain rule)
    CheckItem 1: quote found.
    CheckItem 2: quote found.
    Passed, on to the next step.
  2. List the actions
    Every action has an owner and a date, or is flagged (A plain rule)
    CheckDraft the FAQ has both.
    ProblemBook the venue is missing owner and date.
    Flagged for you, not guessed.
  3. Note open questions
    Every open question says who answers (A plain rule)
    CheckThe question has a Who answers entry.
    Passed, and the gap is left for you to fill.
Use this templateChange it in the Editor

More to step through

Write a summary of a long documentA long report split into parts, each part summarized, one wrong number caught and fixed.Review a draft before you send itOne draft read from two angles, with two claims the sources do not back, ranked into a fix list.See a workflow runThe parts, lit one at a time.