Library/Meeting Prep & Discovery/Post-Call Synthesis & CRM Update/Track What Others Owe You from Meeting Commitments
TestedMeeting Prep & DiscoverySame-Day Use (under 30 min)
About this prompt
This prompt scans meeting notes and surfaces everything other people committed to doing — information they said they'd send, decisions they promised to make, follow-ups they committed to — so you can follow up on anything that's overdue. It explicitly excludes your own action items and vague intentions without clear ownership. Use it after a week of meetings to identify which commitments you're waiting on before deals can advance.Deal stalls often happen because a rep is waiting on something a prospect committed to and forgot about — this prompt surfaces those commitments so you can follow up confidently. It scans meeting notes for explicit commitments from others (direct statements like 'I'll send you X by Friday'), promised deliverables, and follow-up commitments made during conversation, then returns them as a list of what people owe you, with any deadlines that were actually named. It excludes your own tasks, vague intentions, and completed items. Paste your recent meeting notes — ideally from the past week — after running a call recap. Use this as a weekly review prompt to identify deals that are blocked by someone else's action rather than yours. For AEs managing multiple deals, this prompt is most useful run weekly after deal activity to catch anything drifting. The more detailed your notes, the more comprehensive the commitment list.The prompt
What are all the things people I work with said they'd do by today - ie, what are the things that people owe me that I might want to check up on if they haven't sent it? Don't include stuff I need to
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Variables to replace
PERSON NAME | WHAT THEY COMMITTED TO | MEETING NAME | DATE | ANOTHER PERSON | COMMITMENT | WHAT THEY SAID THEY'D DO BY X DATE | COMMITMENT DUE SOON
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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