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After every meeting: 7 prompts for your notes

After every meeting: 7 Claude prompts for your notes

Paste your messy notes or the transcript into Claude after a meeting, and these 7 prompts turn it into decisions, owners, dates and a follow-up you can send. Prompt 1 is the one from the reel, run there on sample notes; prompts 2 to 7 handle the rest of the job, from the recap email to the pre-read for next time.

What you need

  • A Claude account. Any plan works for pasted text. File uploads and connectors depend on what your plan includes.

  • Your notes or the transcript, with people's names or initials next to what they said.

  • Check your company's AI policy before you paste work documents, and don't paste anything you wouldn't put in an email to a vendor.

The 7 prompts

Paste your notes or transcript first, then the prompt, and run them all in the same chat so each one can use the notes. Change the words in [brackets].

1. Decisions, owners and dates

Use it right after the meeting, while you still remember the room well enough to spot a mistake.

List every decision we made, who owns each next step, and when it's due. Then list the questions nobody answered.

The reel version stops there. Add this line under it so Claude flags gaps instead of filling them: "Put it in a table and quote the line of the notes behind each decision and date. If an owner or a date isn't in the notes, write 'not in the notes' instead of guessing."

2. Follow-up email draft

Use it when you're the one who sends the recap.

Draft a follow-up email to [who it goes to] from these notes. Open with the 3 most important decisions, then list each next step with its owner and due date, then the open questions. Keep it under 150 words and in plain language. Use only what's in the notes. If an owner or a date is missing, write [TBC] instead of filling it in. Under the draft, list each date and number you used with the line of the notes it came from, so I can check them. Draft only. I'll send it myself.

3. Open questions to chase

Use it when the meeting ended with loose ends and you need to know who to ask about each one.

From these notes, list every question that was raised and not answered, and every "let me check" or "I'll get back to you." For each one, give the question, who raised it, who's best placed to answer it based on the notes, and a quote of the line it came from. If the notes don't make clear who should answer, write "owner unclear." Don't add questions that aren't in the notes.

4. A summary for someone who missed it

Use it when your manager or a colleague wasn't in the room and needs the short version.

Write a summary of this meeting for [name], who wasn't there and works as [their role]. Give them, in this order: what we decided, what it means for them, anything they need to do and by when, and what's still open. Keep it to 6 bullets or fewer. Use only what's in the notes. If something they'd want to know isn't covered, write "the notes don't cover [topic]" instead of guessing. After the summary, list each date or number you used with the line of the notes it came from.

5. Risks raised

Use it when something said in the meeting worried you and you want it on paper before it gets lost.

List every risk, concern or worry anyone raised in this meeting, including ones mentioned in passing. For each one, give what the risk is, who raised it, what was agreed about it, and a quote from the notes. If nothing was agreed, write "nothing agreed." Then mark each one "handled," "owner named" or "nobody owns this." If you think there's a risk nobody said out loud, list it separately and label it as your inference.

6. Action items per person

Use it on a long transcript, when everyone in the meeting needs their own list.

Go through this transcript and make a separate list of action items for each person who spoke. For each item, give the task, the due date if one was said, and the timestamp or a short quote showing where they agreed to it. If a due date wasn't said, write "no date given." If someone was handed a task but never agreed to it out loud, put it under "assigned, not confirmed." Skip anyone with no action items, and don't add tasks that aren't in the transcript.

7. Pre-read for the next meeting

Use it a day or 2 before the follow-up meeting, so everyone arrives knowing where things stand.

Using these notes from our meeting on [date], write a 1-page pre-read for the next meeting on [date]. Include what we decided last time, each next step with its owner and a blank for status, the questions that still need answers, and 3 suggested agenda items. Quote the line of the notes behind each decision and date. If something is missing from the notes, write "not in the notes," and label anything you're inferring as an inference. I'll fill in the status myself.

The mistake to avoid

Pasting notes without names. If your notes say "we'll look into the vendor contract," Claude has no one to give it to, so the owner comes back as "the team," and a task owned by the team has nobody to chase. Before you paste, add who said what, even as initials, or use a transcript that labels each speaker. Then read the table against what you remember from the room before any of it goes in the follow-up.