Turn meeting notes into clear action items

Try this small exercise with your preferred AI tool. These bakery meeting notes are fictional, so you can copy them without sharing private business information.

Meeting notes:

1. Meeting date: October 15, 2026, Houston time.

2. Maya: “I’ll ask our packaging supplier for a revised quote by tomorrow.”

3. Leo: “I’ll check how many cake boxes we have left.” No deadline discussed.

4. The team agreed to keep the current delivery fee for October.

5. The catering menu needs updating on the website. No owner or deadline was assigned.

6. Maya suggested Saturday deliveries next month. No decision was made.

Copy this prompt, followed by the notes:

“Turn these meeting notes into a short summary, confirmed decisions and an action list. For each action, include the task, owner, deadline and supporting note number.

Use only the notes. Don’t invent owners, deadlines or commitments. Write ‘Not stated’ when something is missing. A speaker isn’t automatically the owner. Keep suggestions separate from agreed actions.

Convert relative dates only when the meeting date makes them clear. Flag uncertainty and finish with questions needed to clarify the actions.”

Check the result:

- Maya’s deadline should be October 16

- Leo’s deadline and the menu’s owner and deadline should remain “Not stated”

- Saturday delivery should remain a suggestion

Before using real meeting notes, remove confidential details and check that your chosen tool is approved for that information.

Did your AI keep the missing details open, or did it guess?

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Turn meeting notes into clear action items