Back to Playbook
Workflow

Capture Meeting
Notes

Turn discussions into clear notes, decisions, owners, and follow-up actions.

Convert transcripts, rough notes, or Teams recaps into a project-ready meeting record.
Primary action

Prepare the meeting record

Use this when...

You need minutes, decisions, risks, actions, or a client-ready recap from a meeting transcript or rough notes.

Transcript selection and meeting import are interface placeholders. Use approved Teams, OneNote, Word, or Copilot surfaces, then copy a prompt below.
Your brief (optional)
Input source
Output type
Copy prompt and use in Copilot
Guided Workflow

From Discussion to Record

Capture what happened, separate decisions from discussion, and confirm accountable next steps.

01

Collect Inputs

  • Transcript or rough notes
  • Agenda and attendees
  • Referenced documents
02

Structure Record

  • Decisions
  • Actions and owners
  • Open questions
03

Confirm Follow-up

  • Check owners
  • Validate deadlines
  • Draft next message
Copy-ready Prompts

Create the Meeting Record

Copy the prompt, paste the approved notes or transcript, and review all decisions before sharing.

Prompt

Meeting Outcomes

You are supporting a Project Manager capturing meeting outcomes. Analyse the meeting transcript/notes and produce: 1. Meeting objective 2. Key discussion points 3. Decisions made Then extract actions: * Action * Owner (or TBD) * Deadline (or TBD) * Priority Then: 4. Identify risks/issues 5. Highlight missing ownership Rules: * Do NOT guess owners or deadlines Output: * Notes * Actions * Risks
Use It in Practice

Example Scenario

A practical view of the input, output, and delivery value.

Example Input

Teams transcript from a weekly project controls meeting with agenda notes and chat comments.

  • Actions mentioned in discussion but not assigned
  • Dates described as "next week" or "before steering"
  • Risks raised informally by discipline leads

Example Output

  • Decision: baseline update to be reviewed before client issue
  • Action: confirm procurement dependency, owner TBD, priority high
  • Risk: unresolved interface decision may delay package close-out

Before vs After

Before

  • Manual note cleanup
  • Actions buried in text
  • Missed ownership gaps

After

  • Clear action log
  • Risks surfaced quickly
  • Better follow-up discipline
Expected Outputs

What You Should Receive

Meeting summary

Decision log

Action register

Follow-up email

Validation Checklist

Check Before Sending

Next Actions

Move From Meeting to Delivery

Use the record to keep momentum after the meeting.

Analyse My Data

Use the action log or exported tracker as input for project-level analysis.

Open workflow

Draft Report

Turn decisions and follow-up actions into a concise project update.

Open workflow

Review Project Risks

Move blockers and dependencies into the risk review workflow.

Open workflow