Meeting notes → action list
Owners, dates, open questions; flags anything without an owner.
Remove names and account numbers before you paste.
Here are notes from our [MEETING]. 1. Summarize it in 5 bullets. 2. List every action item as: what | who (role, not a name if you don't have one) | by when. If no one owns it, write "NO OWNER." 3. List open questions nobody answered. [PASTE NOTES OR TRANSCRIPT]
How to adapt it
- Use roles instead of names if the notes are going to anyone outside the room.
- Run it again on the email thread if the meeting spilled into Slack or email.
Don't paste this in
- Customer names
- Anything said about an employee's performance or health
- Use a business AI account, not a personal one, for company data.