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ProductivityWorks with Granola, ChatGPT, Claude, Gemini

Meeting notes to actions and follow-up

Turn a transcript or rough notes into decisions, owners, dates and a follow-up email.

What you need

  • Transcript or notes (e.g. from Granola)
  • Attendee names and roles
  • Meeting type (supplier, agency, retailer, internal)

The prompt

Here are notes/transcript from a [MEETING TYPE] meeting on [DATE] with [ATTENDEES AND ROLES].

[PASTE NOTES OR TRANSCRIPT]

Produce:
1. Summary in 5 bullets (what was decided, not what was discussed).
2. Decisions made (numbered).
3. Action table: Action | Owner | Due date | Dependency. If no owner or date was agreed, write "TBC" and flag it.
4. Open questions and risks.
5. A follow-up email to all attendees (max 180 words, UK English, friendly and clear) restating decisions and actions.
6. Anything said that contradicts an earlier decision or a number mentioned elsewhere in the notes.

Do not add actions that were not discussed.

Replace everything in [BRACKETS]. Use a business or team account with training on your data switched off, and remove customer personal data before pasting.

What you get

A crisp summary, numbered decisions, an action table with owners and dates (TBCs flagged), open risks and a ready-to-send follow-up email.

Tips

  • Granola and Notion can store a template so this runs automatically after each meeting.
  • Get consent before recording external calls.

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