Meeting Notes Agent Skill

Meeting Notes

Overview

This skill transforms raw meeting notes, transcripts, or audio summaries into clear, structured documentation with action items, decisions, and key takeaways.

Use Cases:

• Converting messy handwritten notes to clean summaries
• Processing meeting transcripts
• Extracting action items and owners
• Creating meeting minutes for distribution
• Summarizing long discussions into key points

How to Use

• Paste your raw meeting notes, transcript, or description
• Tell me the meeting type (standup, project review, client call, etc.)
• Specify any required format or template
• I'll create structured notes with action items

Example prompts:

• "Organize these meeting notes and extract action items"
• "Create formal meeting minutes from this transcript"
• "Summarize the key decisions from our project review"
• "Turn this brainstorm session into a structured document"

Meeting Note Templates

Standard Meeting Summary

# Meeting Summary

**Meeting:** [Title]
**Date:** [Date]
**Attendees:** [Names]
**Duration:** [Time]

## Purpose
[One sentence describing meeting objective]

## Key Discussion Points
1. [Topic 1]
   - [Key point]
   - [Key point]

2. [Topic 2]
   - [Key point]
   - [Key point]

## Decisions Made
- [ ] [Decision 1]
- [ ] [Decision 2]

## Action Items
| Action | Owner | Due Date | Status |
|--------|-------|----------|--------|
| [Task] | [Name] | [Date] | Pending |

## Next Steps
- [Next meeting/milestone]

## Notes
[Any additional context or parking lot items]

Quick Standup Notes

# Daily Standup - [Date]

## [Team Member 1]
**Yesterday:** [Completed tasks]
**Today:** [Planned tasks]
**Blockers:** [Issues, if any]

## [Team Member 2]
...

## Team Blockers
- [Blocker requiring escalation]

## Announcements
- [Team-wide updates]

Client Meeting Notes

# Client Meeting Notes

**Client:** [Company Name]
**Date:** [Date]
**Our Team:** [Names]
**Client Team:** [Names]

## Meeting Objective
[Why we met]

## Client Feedback/Requests
1. [Feedback point]
2. [Request]

## Our Commitments
- [What we promised to deliver]
- [Timeline]

## Client Commitments
- [What they will provide]
- [Timeline]

## Follow-up Required
| Item | Owner | Due |
|------|-------|-----|
| [Task] | [Name] | [Date] |

## Next Meeting
[Date/Time/Agenda preview]

Project Review Notes

# Project Review: [Project Name]

**Date:** [Date]
**Phase:** [Current phase]
**Status:** 🟢 On Track / 🟡 At Risk / 🔴 Off Track

## Progress Update
- **Completed:** [Milestones achieved]
- **In Progress:** [Current work]
- **Upcoming:** [Next milestones]

## Metrics
| Metric | Target | Actual | Status |
|--------|--------|--------|--------|
| [KPI] | [Target] | [Actual] | ✅/⚠️/❌ |

## Risks & Issues
| Risk/Issue | Impact | Mitigation | Owner |
|------------|--------|------------|-------|
| [Description] | High/Med/Low | [Plan] | [Name] |

## Decisions Needed
- [Decision requiring escalation]

## Action Items
- [ ] [Task] - @[Owner] - Due: [Date]

Processing Guidelines

Extracting Action Items

Look for phrases indicating tasks:

• "We need to..." / "Someone should..."
• "Can you..." / "Will you..."
• "Let's..." / "Action:"
• Names + verbs (e.g., "John will prepare...")
• Deadlines mentioned with tasks

Identifying Decisions

Look for:

• "We've decided..." / "The decision is..."
• "Going forward, we will..."
• "Agreed:" / "Confirmed:"
• Consensus language ("everyone agreed...")

Determining Owners

• Explicitly named: "Sarah will handle..."
• Role-based: "The design team will..."
• Default to meeting organizer if unclear
• Flag unassigned items for follow-up

Output Format

## Meeting Summary: [Title]

📅 **Date:** [Date]
👥 **Attendees:** [List]

### 📋 Summary
[2-3 sentence overview]

### 💡 Key Points
1. [Point 1]
2. [Point 2]
3. [Point 3]

### ✅ Decisions
- [Decision 1]
- [Decision 2]

### 📌 Action Items
| # | Action | Owner | Due | Priority |
|---|--------|-------|-----|----------|
| 1 | [Task] | [Name] | [Date] | High/Med/Low |

### 🔜 Next Steps
- [Next meeting or milestone]

### 📝 Parking Lot
- [Items to address later]

Customization Options

Tell me your preferences:

• Format: Bullet points, table, prose, or formal minutes
• Detail level: Executive summary, standard, or detailed
• Focus: Action items only, decisions only, or comprehensive
• Style: Casual team notes or formal documentation

Limitations

• Cannot attend or record meetings
• Accuracy depends on quality of input notes
• May need clarification on ambiguous pronouns or acronyms
• Cannot verify commitments or deadlines - review before distributing

Examples

Example: Raw Notes to Structured Summary

Input:

product meeting 3/15
talked about launch timeline, sarah thinks we need 2 more weeks
john mentioned the bug in checkout - high priority
decided to push launch to april 1
need to update stakeholders
maria will fix the checkout bug by friday
also discussed new feature requests from customers - will prioritize next sprint
john to send customer feedback summary

Output:

Meeting Summary: Product Launch Review

📅 Date: March 15, 2024

👥 Attendees: Sarah, John, Maria

📋 Summary

Reviewed launch timeline and decided to postpone launch by 2 weeks to April 1 due to critical checkout bug. Discussed customer feature requests for future prioritization.

💡 Key Points

• Original launch timeline insufficient - need 2 more weeks
• Critical checkout bug discovered - must fix before launch
• Customer feature requests collected for next sprint prioritization

✅ Decisions

• Launch date moved from mid-March to April 1
• Checkout bug is highest priority
• Feature requests to be prioritized in next sprint planning

📌 Action Items

| # | Action | Owner | Due | Priority |

|---|--------|-------|-----|----------|

| 1 | Fix checkout bug | Maria | Friday (3/17) | 🔴 High |

| 2 | Update stakeholders on new launch date | [Unassigned] | ASAP | 🔴 High |

| 3 | Send customer feedback summary | John | [TBD] | 🟡 Medium |

🔜 Next Steps

• Follow-up on bug fix progress
• Stakeholder communication about timeline change
• Sprint planning to prioritize customer requests