Cheatsheet

AI Meeting Notes Cheatsheet

Meeting Summary Prompts

  • "Summarize this meeting transcript into: (1) Key decisions made, (2) Action items with owners and deadlines, (3) Open questions, (4) A 3-sentence executive summary."
  • "Extract every commitment or action item from this transcript. Format as a table: Action Item | Owner | Deadline | Context."
  • "Summarize this 1-hour meeting in 5 bullet points that a busy executive could read in 30 seconds."
  • "What were the 3 most important things discussed in this meeting? For each, note who said it and what was decided."
  • "Identify any disagreements or unresolved tensions in this meeting transcript. Summarize each side's position."

Follow-Up Email Templates

  • "Write a follow-up email summarizing this meeting for all attendees. Include: decisions, action items, next meeting date, and any prep needed."
  • "Draft a brief Slack message to the team channel recapping the key outcomes of this meeting in 3-4 sentences."
  • "Write a follow-up email to [stakeholder name] who missed this meeting. Focus on the decisions that affect their work."
  • "Create a meeting recap for my manager that highlights: what was accomplished, what is blocked, and what needs their input."

Meeting Preparation

  • "Based on this agenda and these pre-read documents, generate 5 questions I should be prepared to discuss."
  • "Create a one-page briefing document for this meeting covering: background, objectives, key talking points, and desired outcomes."
  • "Review the notes from our last 3 meetings [paste notes] and identify any action items that are still open or overdue."
  • "Draft an agenda for a 30-minute [weekly standup / project review / strategy session] covering: [topics]."
  • "What are the potential objections to [proposal] I should prepare for in tomorrow's meeting?"

Specialized Meeting Types

  • Sprint retrospective: "Organize feedback into: What went well, What could improve, Action items for next sprint."
  • Board meeting: "Create formal minutes with: attendees, motions, votes, resolutions, and action items."
  • Client call: "Summarize this client call focusing on: client concerns, our commitments, timeline discussed, and next steps."
  • Brainstorming session: "Organize all ideas discussed into themes. For each theme, list the ideas and note which had the most group support."
  • One-on-one: "Extract key discussion points, feedback given and received, career development topics, and agreed-upon action items."

Tools and Workflow Tips

  • Use Otter.ai, Fireflies, or Grain to auto-transcribe meetings, then paste the transcript into Claude for processing.
  • Create a reusable prompt template for your most common meeting type — paste transcript, get structured output every time.
  • For recurring meetings, ask AI to compare this week's notes to last week's and highlight changes in status.
  • Save 5 minutes per meeting by having AI draft the follow-up email while you handle the next task.
  • Upload meeting recordings directly to Claude — it can process audio and extract content.

Stop spending 30 minutes after every meeting writing up notes. Use these prompts and workflows to turn raw meeting transcripts into organized summaries, action items, and follow-up emails in seconds.

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