Library/Meeting Prep & Discovery/Live Note-Taking & Meeting Capture/Extract Your Action Items from a Meeting
TestedMeeting Prep & DiscoverySame-Day Use (under 30 min)

Extract Your Action Items from a Meeting

Pull your explicit and inferred action items from meeting notes, with deadlines only where they were actually committed.

About this prompt

This prompt scans meeting notes or a transcript and returns two lists: explicit action items assigned to you with any committed deadlines, and inferred action items implied by the conversation. It excludes vague items and anything assigned to others. Use it immediately after any sales call, internal meeting, or customer QBR to ensure nothing falls through. It keeps the output specific and actionable rather than padded.The problem with post-meeting notes is that action items get buried in context — this prompt surfaces only what you specifically need to do, nothing more. It produces two clean lists: 'To do' items explicitly assigned to you with promised deadlines, and 'Inferred' items you'll want to act on even though they weren't directly assigned. It excludes vague items, commitments that lack clear ownership, and anything completed or assigned to others. Share meeting notes or a transcript after any sales call, customer success check-in, or internal deal review. Use this over a general meeting summary prompt when your primary need is personal accountability, not a deal brief. For best output, include as much raw context as possible — the prompt is designed to filter signal from noise, so more input is better. It works especially well with rough, unedited notes.

The prompt

List my explicitly directed action items (To do), and implicit action items (Inferred) from this meeting. Format as a bullet list, include deadlines only where they were promised and as they relate to
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Variables to replace

BULLET LIST, NO DEADLINES

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageOngoing/Cross-Stage
SeatAll Roles
DifficultyBasic
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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