Sample contentThis example guide previews the format and reading experience.
What you’ll accomplish
Separate notes into confirmed decisions, open questions, and action items. Carry over an owner or deadline only when the source provides one. Review the gaps before sharing the plan.
Key takeaways
- Keep confirmed decisions separate from ideas and suggestions.
- Carry over owners and dates only when the notes support them.
- Resolve missing details before sharing commitments with the team.
A good meeting can still leave you with a bad pile of notes. Ideas, decisions, and “maybe next week” end up in the same paragraph.
Before asking AI for a summary, give it a more useful job: sort out what happened and what needs to happen next.
Clean up the source
Add the meeting date and enough context to explain the project. Remove private details that the task does not need. Use a tool approved for the material you are sharing.
Keep uncertainty in the notes. “We might launch Friday” means something different from “We agreed to launch Friday.”
Ask for three clear sections
Organize these notes into:
1. Confirmed decisions
2. Open questions
3. Action items
For each action item, include the task, owner, and due date.
Use only the details the notes provide.
Write [unassigned] or [date not set] when information is missing.
Keep suggestions and tentative dates out of confirmed decisions.
Include the source phrase that supports each decision or action.
Watch how a suggestion changes meaning
Consider this illustrative note: “Maybe launch Friday. Alex will check the landing page. Pricing still open.”
The supported action is Alex: check the landing page; date not set. Friday is a proposed launch date. Pricing is an open question. The note does not establish a launch commitment.
Close the gaps before you share
Compare each decision and action with the original notes. Confirm ambiguous commitments with the people involved. Then share the reviewed plan with the unresolved questions still visible.
Your next move: Run one set of notes through the prompt. Pick the open question that blocks the next action and get it answered.
Put one idea to work.
Pick a real task. Try what you’ve learned, check the result, and build from there.
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