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THE PRACTICAL WORKFLOW

A meeting that turns into action

A checked decision log and an action list with confirmed owners.

START WITH

A consented meeting recording and your team project structure.

YOUR STARTING TOOLKIT

Otter.ai Notion

WALK AWAY WITH

A checked decision log and an action list with confirmed owners.

Make a small first version.

  1. 01

    Set the brief

    Check participant consent before starting any recording.

  2. 02

    Make a focused draft

    Correct names and numbers in the transcript and identify explicit decisions.

  3. 03

    Review the result

    Create action items with an owner and date; ask the owner to confirm.

Your review checklist

  • The output answers the original brief and stays within the supplied facts.
  • Names, numbers, quotations and links match their original sources.
  • Permissions, consent and data retention fit this task.
  • A person responsible for the work has reviewed the final deliverable.

Keep a useful record

Save your input, instructions, selected output and the edits you made. Note the product and plan you used. This makes the next run easier to improve and gives you something concrete to compare.

YOUR STARTING TOOLKIT

Explore the candidates.

Otter.ai

Capture meetings and develop transcripts, summaries and action items.

Office & Productivity

Notion

Organize documents and projects, with AI features available by offering.

Office & Productivity
GIVE IT SOME CONTEXT

A prompt to get moving.

Office & Productivity

A meeting into accountable actions

From this transcript, extract explicit decisions and action items. For each action return task, stated owner, stated due date and supporting passage. Use "not stated" for missing details. Separate proposals from commitments. Transcript: [transcript].

Office & Productivity

A one-page project brief

Turn these notes into a project brief: [notes]. Include goal, audience, scope, deliverables, dependencies, owner and acceptance criteria. List missing decisions separately. Do not invent dates or commitments.