FREE WORKFLOW / 01 · MEETINGS
Turn meeting notes
into a reviewable action list.
A meeting ends. You need to know what was agreed, who is doing what and what still needs a decision. Here is a complete example you can try.
Use an employer-approved ChatGPT account for real work. This example only needs a text chat; no upload or integration is required.
STEP 01
Start with the notes you actually have.
For your own meeting, open the document where you took notes—such as Word, OneNote or Google Docs. Copy the meeting date, explicit decisions, tasks and any stated owners or deadlines. Don’t fill gaps from memory.
For this first run, use the fictional notes below. They deliberately contain missing information and one unagreed suggestion.
Meeting: Website refresh check-in Date: 15 September 2026 Decision: Keep the current homepage headline. Alex will send revised homepage copy by 18 September 2026. Priya will check the signup form. No deadline was agreed. We need someone to review the mobile layout before launch. No owner was assigned and no launch date was set. Sam suggested adding customer quotes. No decision was made. Decision: Hold a further review after the revised copy is ready.
Follow your employer’s AI policy and use an approved account. Remove unnecessary personal and confidential information. Changing privacy settings does not make an unapproved tool suitable for sensitive work. If in doubt, stick with the fictional example.
STEP 02
Give ChatGPT a bounded job.
- Open ChatGPT and start a new chat. Sign in if prompted.
- Copy the complete prompt below. It already includes the fictional notes.
- Paste it into the message box and send it.
- Read the action table, decisions and open questions before requesting any formatting changes.
Using only the meeting notes below, produce: 1. An action table with columns: task, owner, deadline, source wording. 2. A separate list of confirmed decisions. 3. A list of open questions, including missing owners or dates and suggestions that were not agreed. Write “not stated” for missing owners or deadlines. Do not turn suggestions into agreed tasks or decisions. Keep relative timing as written; do not invent calendar dates. Include each explicit task even if it has no owner. Do not add facts from outside these notes. MEETING NOTES Meeting: Website refresh check-in Date: 15 September 2026 Decision: Keep the current homepage headline. Alex will send revised homepage copy by 18 September 2026. Priya will check the signup form. No deadline was agreed. We need someone to review the mobile layout before launch. No owner was assigned and no launch date was set. Sam suggested adding customer quotes. No decision was made. Decision: Hold a further review after the revised copy is ready.
Using your own notes later? Replace everything after “MEETING NOTES” with the approved text you gathered in step 1.
STEP 03
This is the kind of result to expect.
The table below is an editorial worked example, not a captured ChatGPT response. Your wording may differ. The commitments and gaps should not.
| Task | Owner | Deadline | Source wording |
|---|---|---|---|
| Send revised homepage copy | Alex | 18 September 2026 | “Alex will send revised homepage copy by 18 September 2026.” |
| Check the signup form | Priya | Not stated | “Priya will check the signup form. No deadline was agreed.” |
| Review the mobile layout | Not stated | Before launch; date not stated | “We need someone to review the mobile layout before launch.” |
Confirmed decisions
- Keep the current homepage headline.
- Hold a further review after the revised copy is ready.
Open questions
- When should Priya finish checking the form?
- Who will review mobile layout, and when is launch?
- Will customer quotes be added? Sam’s suggestion was not agreed.
- Who will organise the further review, and when?
STEP 04
Check the commitments, not just the formatting.
- Owners: Alex and Priya are the only named task owners. Sam must not be assigned a task.
- Dates: Only Alex’s task has a calendar deadline. “Before launch” must not become an invented date.
- Decisions: Adding customer quotes is still a suggestion.
- Coverage: The unassigned mobile review must remain visible.
- Evidence: Match each row to the source wording and correct any omissions or invented commitments.
After checking, copy the table into your meeting follow-up document. Ask the team to confirm missing owners and dates before treating it as a final plan.
Use this correction: “That owner, date or decision is not in the notes. Rebuild the result using only explicit evidence. Mark missing details ‘not stated’ and keep unagreed suggestions separate.” Check the new result again.
What this can realistically save
It can reduce the work of sorting and formatting longer notes. This short example may be just as quick to organise manually. There is no measured time-saving claim here: compare your usual process with drafting plus checking over a few real meetings.
Where it falls short
AI cannot recover a decision your notes never captured, verify what people meant or confirm that someone accepted a task. Ambiguous or inaccurate notes still need human follow-up.
Tool privacy reference: OpenAI’s privacy controls. Tool interfaces and account features can change.
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