Library/Meeting Prep & Discovery/Post-Call Synthesis & CRM Update/Process Raw Meeting Notes into Three Structured Outputs
TestedMeeting Prep & DiscoverySame-Day Use (under 30 min)

Process Raw Meeting Notes into Three Structured Outputs

Convert unstructured meeting notes into action items, a deal summary, and next steps in a single pass.

About this prompt

This prompt converts raw post-meeting notes into three structured outputs for AEs and SDRs — typically action items, a deal summary, and next steps. Paste your meeting notes directly into the $ARGUMENTS placeholder. Use it immediately after a discovery call, demo, or check-in to capture clean records before details fade. It handles missing input gracefully by prompting the user to provide data.Raw notes from a call are usually incomplete, non-linear, and buried in a notebook by end of day. This prompt turns them into three clean outputs — the exact format depends on the note content, but typically includes assigned action items, a deal status summary, and confirmed next steps. Paste meeting notes directly after the prompt using @filename or inline text in the $ARGUMENTS slot. Use this immediately post-call for CRM updates, manager syncs, or SE briefings. It handles the case where no data is provided by prompting the user for input, making it safe to run as a standing workflow even without notes ready. For best output, include timestamps, speaker attribution, and any commitments made during the call — the richer the raw notes, the more specific the structured output.

The prompt

Here are my raw notes from a meeting. Please process them into three outputs. MEETING NOTES: <paste> [paste your raw meeting notes here] </paste> If I haven't provided the meeting notes above, ask me
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Variables to replace

MEETING NAME | DATE

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

StageDiscovery
SeatAE, SDR, BDR, All Roles
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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