TemplateChecklistbeginner8 min read

Meeting Summary & Action Items Template

Turn messy meeting notes into clear summaries and trackable action items

We have all been there. The meeting ends, everyone scatters, and three days later no one remembers what was decided or who was supposed to do what. Meeting notes exist somewhere, but they are a jumbled mess of half-sentences and context that made sense at the time.

The real problem is not taking notes. It is turning those notes into something actionable. AI can transform your raw meeting notes into structured summaries with clear decisions, assigned action items, and follow-up deadlines. But you need to ask the right way.

Before
Summarize my meeting notes.
After
Transform these meeting notes into a structured summary.

MEETING CONTEXT:
- Type: Weekly project sync
- Attendees: Engineering team (5 people)
- Duration: 45 minutes

OUTPUT SECTIONS:
1. Key Decisions (what was decided)
2. Discussion Summary (main topics, 3-4 sentences)
3. Action Items (task, owner, due date)
4. Open Questions (unresolved items for next meeting)
5. Next Meeting Agenda Items

FORMAT:
- Action items as checklist with owner in brackets
- Decisions in bold
- Use bullet points throughout

NOTES:
[Paste your raw notes here]

Anatomy of a Great Meeting Summary

A meeting summary that actually drives action has five essential components. Miss any one and you will lose momentum.

  • Decisions documented: What was resolved? These need to be unambiguous and final.
  • Context preserved: Why were decisions made? Future-you needs to understand the reasoning.
  • Clear ownership: Every action item needs a single owner. Shared ownership means no ownership.
  • Specific deadlines: Due dates, not vague timelines. Wednesday, not soon.
  • Follow-up triggers: What happens next? When is the next check-in?

Insight

The best meeting summaries are written for someone who was not in the room. If they can understand what happened and what needs to happen next, you have done it right.

The RECAP Framework

Use RECAP to structure your AI prompts for meeting summaries. It ensures you capture everything that matters.

1

Results & Decisions

What was decided? Capture the key outcomes and conclusions reached during the meeting.
2

Essential Discussion Points

What was discussed? Summarize the main topics and important context shared.
3

Commitments

What did people agree to do? Document promises and agreements made.
4

Action Items with Owners

Who is doing what? Assign clear ownership to every task.
5

Priority & Timeline

When is it due? Set deadlines and prioritize tasks by urgency.

Pro Tip

Include RECAP as a checklist in your prompt. Ask AI to flag any missing elements from your notes.

Prompt Templates

Different situations call for different summary formats. Here are templates for the most common needs.

Quick Summary

For brief updates or when you need the highlights fast.

Quick Summary Prompt
Create a 2-minute read summary of this meeting.

MEETING: [Meeting name/type]
DATE: [Date]
ATTENDEES: [Names or roles]

INCLUDE:
- 3-5 key takeaways (one sentence each)
- All decisions made
- Action items with owners
- Next meeting date/topic (if discussed)

FORMAT: Bullet points only, no paragraphs

NOTES:
[Paste your notes]

Detailed Minutes

For formal meetings, board sessions, or when you need a complete record.

Detailed Minutes Prompt
Create formal meeting minutes from these notes.

MEETING DETAILS:
- Title: [Meeting title]
- Date/Time: [Date and time]
- Location: [Physical/Virtual]
- Attendees: [Names with roles]
- Absent: [Names]
- Facilitator: [Name]

STRUCTURE:
1. Call to Order
2. Approval of Previous Minutes (if applicable)
3. Agenda Items (for each: discussion summary, outcome)
4. Decisions Made (numbered list)
5. Action Items (table: Item | Owner | Due Date | Status)
6. Open Issues/Parking Lot
7. Next Meeting
8. Adjournment

TONE: Professional and objective
FORMAT: Numbered sections with clear headers

NOTES:
[Paste your notes]

Action Item Extraction

When you just need the to-do list pulled from existing notes.

Action Item Extraction Prompt
Extract all action items from these meeting notes.

FOR EACH ACTION ITEM IDENTIFY:
- Task: What needs to be done (specific and actionable)
- Owner: Who is responsible (single person)
- Due Date: When it is due (use dates, not "soon" or "next week")
- Priority: High/Medium/Low
- Dependencies: What needs to happen first (if any)
- Context: Brief note on why this matters

OUTPUT FORMAT:
Use a table with columns: Task | Owner | Due | Priority | Notes

ALSO FLAG:
- Tasks mentioned but not assigned
- Deadlines that seem unrealistic
- Potential conflicts or dependencies

NOTES:
[Paste your notes]

Warning

Watch for passive voice in notes. Phrases like “the report will be updated” hide who is actually responsible. Always confirm owners.

Decision Log

Track decisions separately for easy reference later.

Decision Log Prompt
Extract all decisions from these meeting notes into a decision log.

FOR EACH DECISION CAPTURE:
- Decision: Clear statement of what was decided
- Date: When the decision was made
- Decision Maker: Who had final say
- Rationale: Why this decision was made
- Alternatives Considered: What else was discussed
- Impact: Who/what is affected
- Review Date: When to revisit (if applicable)

FORMAT:
Number each decision (D-001, D-002, etc.)
Use a consistent template for each entry

ALSO IDENTIFY:
- Decisions that were deferred
- Decisions that need escalation
- Reversible vs. irreversible decisions

NOTES:
[Paste your notes]

Stakeholder Update

Share meeting outcomes with people who were not there.

Stakeholder Update Prompt
Create a stakeholder update email from these meeting notes.

CONTEXT:
- Meeting: [Type/Name]
- Audience: [Who will receive this - executives, team, clients]
- Their interest: [What they care most about]

EMAIL STRUCTURE:
1. Subject line: Clear and specific
2. TL;DR: 2-3 sentence summary
3. Key Decisions: What was decided (bulleted)
4. Progress Update: What moved forward
5. Blockers/Risks: Issues that need attention
6. Action Items: Only items relevant to this audience
7. Next Steps: What happens now

TONE: [Professional/Casual/Urgent]
LENGTH: Under 300 words

NOTES:
[Paste your notes]

Meeting Types

Different meetings need different summary approaches. Here are tips for common meeting types.

Keep it brief. Focus on blockers and commitments.

  • Structure: Who did what yesterday, what they are doing today, any blockers
  • Summary focus: Blockers requiring team attention, cross-dependencies
  • Skip: Detailed discussion summaries (those happen elsewhere)
  • Tip: Ask AI to flag patterns like recurring blockers or slipping deadlines

Balance professional and personal topics. Maintain confidentiality in outputs.

  • Structure: Check-in, updates, discussion topics, action items, career/growth
  • Summary focus: Commitments made, follow-up items, growth goals discussed
  • Skip: Sensitive personal details in shared summaries
  • Tip: Keep a private section for your own notes vs. the shared summary

Track progress against goals. Identify risks early.

  • Structure: Progress vs. plan, risks, decisions needed, resource updates
  • Summary focus: Milestone status, risk changes, escalations
  • Include: Comparison to previous status (what changed)
  • Tip: Use RAG status (Red/Amber/Green) for quick scanning

Capture ideas without losing the creative energy.

  • Structure: Problem statement, ideas generated, evaluation, next steps
  • Summary focus: All ideas (even wild ones), themes that emerged, top candidates
  • Include: Who suggested what (for follow-up and credit)
  • Tip: Ask AI to group ideas by theme and identify patterns

Capture announcements and Q&A for those who missed it.

  • Structure: Key announcements, updates by department, Q&A summary
  • Summary focus: Major announcements, policy changes, timeline updates
  • Include: Questions asked and answers given
  • Tip: Create a separate FAQ section from the Q&A portion

Integration with Project Management Tools

Meeting summaries are only useful if action items make it into your task system. Here is how to format output for common tools.

Tool Integration Prompt
Extract action items from these meeting notes and format for import into [Asana/Jira/Linear/Notion].

TOOL: [Your tool name]
PROJECT: [Project/Board name]

FORMAT ACTION ITEMS AS:
- Title: Clear, actionable task title
- Description: Context and acceptance criteria
- Assignee: [Use @mentions if applicable]
- Due Date: YYYY-MM-DD format
- Priority: [Tool-specific priority levels]
- Labels/Tags: [Relevant tags]
- Parent Task: [If this is a subtask]

ADDITIONAL:
- Group related tasks
- Suggest dependencies between tasks
- Flag tasks that need more clarification before creating

NOTES:
[Paste your notes]

Success

Many project management tools support CSV or markdown import. Ask AI to format output in your tool's preferred format for easy bulk creation.

Next Steps

You now have the frameworks and templates to transform any meeting notes into actionable summaries. The key is consistency. Use the RECAP framework for every meeting and you will never lose track of decisions or action items again.

Create your meeting summary now

Paste your meeting notes and let AskSmarter guide you through creating a structured summary with clear action items and follow-ups.

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