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Question · At work

How do you use AI for meeting notes?

Start from a transcript or your own notes, ask for decisions, actions and open questions, then confirm owners and dates.

Updated

Short answer

To use AI for meeting notes, start with a transcript or your own rough notes, then ask the assistant to produce decisions, action items with owners and dates, and open questions. Review it against what was said before sharing, because owners and deadlines are easy to get wrong. Check that recording and transcription are allowed by your company and the people in the meeting.

Meeting notes are a good AI task: the input is bounded, the output structure is predictable and it is easy to check. The weak point is usually the input.

For the complete workflow with copyable prompts, see the guide AI meeting notes that turn into action items.

Step 1: Get a usable input

Options:

Rough notes plus a transcript beat either alone. Put a header at the top: date, attendees, purpose.

What the built-in meeting tools do

Step 2: Ask for a structured output

Below is a transcript of a project meeting. Produce: (1) a three-sentence summary; (2) decisions made; (3) action items in a table with owner, task, due date (write “not stated” if unclear); (4) open questions; (5) risks raised. Do not invent owners or dates.

The last sentence protects you. Otherwise the model may assign tasks to whoever sounds plausible.

Step 3: Produce audience versions

From the same notes, ask for:

  • A two-line Slack update for the wider team.
  • A follow-up email to attendees with the action list.
  • A status line for your weekly report.

Step 4: Review before sharing

  1. Compare the actions to what you remember. Did someone actually agree, or just discuss?
  2. Confirm dates and amounts.
  3. Remove sensitive tangents that shouldn’t be in the record.
  4. Send it promptly, so people can correct errors.

Step 5: Build a habit

Save your prompt as a template. If you run the same recurring meeting, add previous open actions to the input and ask, “Which of last week’s actions were completed, and which are still open?”

Accuracy limits

Transcripts contain errors, especially names, acronyms and overlapping speakers. Ask the assistant to list terms it was unsure about.

Scaling up

If you take notes from many meetings or recordings, you can automate the pipeline. Learn AI Fast includes a lab on summarizing a provided meeting transcript and extracting action items. For summarizing in general, see summarizing long documents.

Sources

Frequently asked

Do I need to tell people I am recording?

Often yes. Laws and company policies on recording vary by location, so check before you record or transcribe.

Can AI attend meetings for me?

Some tools join and transcribe meetings. Whether that is appropriate depends on policy and on what is being discussed.

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