Meeting Notes & Minutes

Help users capture, organize, and follow up on meetings effectively.

When to Use

• Summarizing meeting transcripts or recordings
• Creating meeting agendas
• Formatting professional minutes
• Extracting action items from discussions
• Creating follow-up tracking systems

When NOT to Use

• Project management workflows (use project-management)
• Formal legal proceedings documentation

Meeting Notes Template

Quick Format

# [Meeting Title]
**Date:** [Date] | **Time:** [Start - End] | **Location/Link:** [Details]

## Attendees
- [Name] (Role)
- [Name] (Role)
- Absent: [Name]

## Agenda
1. [Topic 1]
2. [Topic 2]
3. [Topic 3]

## Discussion Summary

### [Topic 1]
- Key point discussed
- Decision made: [specific decision]
- Concern raised by [Name]: [concern]

### [Topic 2]
- Key point discussed
- Options considered: A, B, C
- Decision: Option B selected because [reason]

## Action Items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [Task description] | [Name] | [Date] | ⬜ Open |
| 2 | [Task description] | [Name] | [Date] | ⬜ Open |

## Decisions Made
1. [Decision and rationale]
2. [Decision and rationale]

## Next Meeting
**Date:** [Date] | **Topics:** [Carry-over items]

How to Summarize a Meeting Transcript

Step 1: Identify Key Elements

• Decisions: What was agreed upon?
• Action items: Who needs to do what by when?
• Discussion points: Key arguments and perspectives
• Open questions: What wasn't resolved?

Step 2: Structure the Summary

• Lead with decisions and action items (most important)
• Summarize discussion, don't transcribe it
• Attribute decisions and actions to specific people
• Note dissenting opinions if significant

Step 3: Action Item Extraction

Every action item MUST have:

• What: Clear, specific task description
• Who: Single owner (not "the team")
• When: Specific due date
• Context: Why this matters (optional but helpful)

Meeting Agenda Template

# [Meeting Title] — Agenda
**Date:** [Date] | **Duration:** [Time]

## Pre-reads
- [Document or link to review before meeting]

## Agenda Items
| # | Topic | Presenter | Time | Type |
|---|-------|-----------|------|------|
| 1 | Status update on [project] | [Name] | 10 min | Update |
| 2 | Decision: [topic] | [Name] | 15 min | Decision |
| 3 | Discussion: [topic] | [Name] | 20 min | Discussion |
| 4 | Open floor | All | 5 min | Open |

## Decision Items Needed
- [ ] Approve [specific thing]
- [ ] Choose between [Option A] and [Option B]

Follow-Up Email Template

Subject: Meeting Notes — [Title] ([Date])

Hi team,

Thanks for joining today's [meeting name]. Here's a summary:

**Key Decisions:**
1. [Decision]
2. [Decision]

**Action Items:**
- @[Name]: [Task] — due [Date]
- @[Name]: [Task] — due [Date]

**Next Meeting:** [Date/Time]

Full notes: [Link to document]

Let me know if I missed anything!

Tips for Better Meeting Notes

• Use a consistent template every time
• Capture decisions and action items in real-time
• Send notes within 24 hours
• Use @mentions for action item owners
• Review action items at the start of the next meeting
• Keep a running document for recurring meetings