Turn meeting notes into decisions and actions
Turn rough meeting notes into a clean list of what was decided and who will do what by when, with each item tied to the line in the notes it came from.
- Who it is for: Anyone who takes or receives meeting notes, such as team leads, coordinators and assistants.
- Time: 5 minutes
Download it, in the format you use
- Prompt chain
Copy each step into ChatGPT or Claude, one after another.
- Checklist
Follow the steps and tick off the checks by hand.
- Claude skill
A folder Claude loads, so it follows the steps by itself.
- n8n file
Import into n8n and connect your own AI account.
The steps, and the check on each
Step 1: Pull out decisions and actions
Find every decision and every action in the notes, and copy the line each one comes from.
Hands back: Two tables, one of decisions and one of actions, each row with the line it came from.
Check:Every quote is really in the notesCounted automatically. If it fails, the step runs again.
Step 2: Flag missing owners and dates
Mark any action with no owner or no date so someone follows it up.
Hands back: The same tables, with a Follow up column on every action.
Check:Every action has an owner and a date, or is flaggedCounted automatically. If it fails, the step runs again.
Step 3: Write the record to share
Turn the tables into a short record people can read and act on.
Hands back: A short meeting record with decisions, actions and a list of gaps to follow up.
Check:The record still matches the notesYou check this one. If it fails, it is flagged for you.
After the last step
- Check:Nothing was added that is not in the notes
A second look by the AI. If it fails, the step runs again.
What you need first
Meeting notes(needed)
Paste the notes or transcript as they are. Messy is fine.
Meeting name and date(optional)
For the heading of the record, for example "Weekly ops call, 14 Oct".
Ways to adapt it
- If your team tracks actions in a tool, change the record step to return one line per action in the shape your tool imports (for example a spreadsheet row).
- If your notes come from an automatic transcript, add a first step that removes filler words and speaker labels before pulling out items.
- If you only need actions, delete the Decisions table from the first and last steps.
- Change NOT STATED and FLAGGED to the words your team already uses, but change them in every step and in the checks too.
Change any step or check in the Editor, then download it again.
Related templates
All Analyze templatesAnalyze
- Each theme has a count and two quotes
Plan
- Each "done" can be checked by looking, not by feeling
- Last tested
- October 5, 2026
- Works with
- ChatGPT, Claude, n8n 2.20
- Version
- 1.0
- What changed
- First release.