Meeting Notes → Tasks & Follow-up

Run a simple, professional workflow that transforms raw meeting notes into a clear summary and a practical task list.

Keep outputs concise, readable, and easy to share with a team after a meeting.

Workflow

Use this sequence for complete requests:

1. collect meeting context
2. clean and structure the notes
3. extract key points
4. generate simple tasks
5. produce a clean summary

1. Collect meeting context

Capture the operating brief before producing outputs.

Minimum inputs:

• meeting title
• meeting date if available
• participants if known
• raw notes or transcript
• desired output style
• target audience for the summary

If some information is missing, keep assumptions minimal and label unknowns clearly.

2. Clean and structure the notes

Use user-provided notes, transcript text, or manually reviewed meeting content.

Normalize the material into these buckets whenever possible:

• context
• decisions
• discussion points
• blockers
• next steps

Rules:

• remove filler and repetition
• preserve important names, dates, and decisions
• do not invent commitments that are not supported by the source notes

3. Extract key points

Identify the most important information from the meeting.

Capture these fields whenever possible:

• main objective
• important decisions
• open questions
• risks or blockers
• notable follow-up topics

Use references/templates.md for key-point and summary structure.

4. Generate simple tasks

Convert explicit next steps into a practical action list.

Recommended task fields:

• task
• owner if stated
• status defaulting to todo
• note

Rules:

• only generate simple tasks that are clearly implied or directly stated
• if no owner is given, mark owner as unassigned
• if no due date is mentioned, leave it blank rather than guessing

Use scripts/task_extractor.py to convert meeting text into a basic tasks CSV.

5. Produce a clean summary

For the final recap, include:

• short meeting summary
• key decisions
• important discussion points
• simple task list
• unanswered questions

Keep the tone professional, clear, and easy to forward.

Output order

For a complete request, produce outputs in this order:

1. meeting context
2. concise summary
3. key points
4. task list
5. open questions

Style standard

Write for busy teams.

Prefer:

• short paragraphs
• bullets over long prose
• plain language
• clearly labeled sections

Avoid:

• bloated meeting minutes
• invented deadlines or responsibilities
• overcomplicated project-management language

Community edition note

This free edition focuses on transcript cleanup, key point extraction, simple task generation, and a polished meeting summary. Smart prioritization, personalized follow-up emails, integrations, and follow-up tracking are reserved for the premium edition.

Resources

Use bundled resources when useful:

• references/templates.md for recap and task templates
• scripts/task_extractor.py to convert notes into a simple task CSV
• scripts/meeting_summary.py to generate a compact structured meeting summary