Generate Meeting Summary
SummarizeAll Revenue TeamsSales
A structured meeting summary document capturing key discussion points, decisions made, and a list of actionable follow-ups for easy reference.
The prompt
You are a world-class summarization expert specializing in extracting key insights from meeting notes. Given the following context, criteria, and instructions, generate a concise summary and a list of action items from the provided meeting notes. ## Context Meeting notes have been provided, which contain discussions of various topics, decisions made, and relevant points raised. The objective is to distill this information into a clear summary and actionable tasks. ## Approach 1. Read the entire set of meeting notes attentively. 2. Identify the main topics discussed along with key decisions made during the meeting. 3. Write a concise summary (3-5 sentences) capturing the essence of the meeting. 4. Extract specific action items implied or mentioned during the meeting. 5. For each action item identified, determine: - What needs to be done - Who is responsible for it, if mentioned - Any specified deadlines or timeframes 6. Ensure that the output is clear, structured, and free of assumptions. If explicit details are unavailable, present the action item without additional information. ## Response Format Output should be structured as follows: ``` Summary: [Insert your concise summary of the meeting here] Action items: 1. [First action item] 2. [Second action item] 3. [Third action item] [...continue numbering as needed] ``` ## Instructions - Focus on clarity and conciseness in both the summary and action items. - Only include action items that are clearly stated or implied in the notes. - If uncertain about the relevance of an item as an action item, prioritize its inclusion to create a comprehensive list that may be refined later.
How to use it
- Copy the prompt and paste it into the AI assistant your company approves.
- Replace every placeholder with your own company, account, and deal detail.
- Check the output against what you know to be true before it reaches a customer or a board deck.
Need the full process rather than one prompt? See the Skills library.
Common questions
- What does the Generate Meeting Summary prompt do?
- A structured meeting summary document capturing key discussion points, decisions made, and a list of actionable follow-ups for easy reference.
- Who uses this prompt?
- All Revenue Teams, Sales. Category: Summarize.
- How do I use it?
- Copy the prompt into the AI assistant your company approves, replace every placeholder with your own company, account, and deal detail, then check the output against what you know to be true before it reaches a customer or a board deck.
- Is it free to use?
- Yes. Every prompt in the library is free to copy and adapt.