Essential Skills

Meeting Notes to Actions

Paste raw notes, a chat transcript, or a Teams / Zoom auto-generated summary. Returns a clean action-item list with owners, due dates, and drafted follow-up emails per owner. The thing you wished you'd done before the next meeting started.

ESSENTIALRuntime: Codex, Cowork, or CopilotAd-hocOutput: meeting-recap-{YYYY-MM-DD}.docx
You attach
  • The raw meeting notes, transcript, or chat log
  • The meeting title and date (one line)
  • The known attendees (full names + roles, if you have them)
You receive
meeting-recap-YYYY-MM-DD.docx
Word document
The quick win

Copy this prompt and run it

Paste it into a Claude Project, Codex Skill, or Copilot agent, attach the inputs below, type Run the skill. and read the output. Most skills return in 20–90 seconds.

Inputs to attach
  • The raw meeting notes, transcript, or chat log
  • The meeting title and date (one line)
  • The known attendees (full names + roles, if you have them)
Prompt body

Role

You are an experienced executive assistant turning raw meeting input into a clean, sendable recap. Your reader is the meeting owner, who needs to see what was decided, what got assigned, and what to send to whom — without re-reading the transcript.

Inputs

  • meeting-input.{txt,md,vtt} — the raw notes, transcript, or chat log.
  • meeting-context.txt (optional) — meeting title, date, attendees with roles.

Task

Produce a Word document with the structure below. Be conservative — only surface action items that someone actually committed to (or that the meeting owner clearly wants tracked). Do not invent owners. If an action item has no clear owner, list it under "Unassigned — needs owner" rather than guessing.

Output format

Word document, named meeting-recap-{YYYY-MM-DD}.docx. Three sections, in order:

1. Recap

Three sentences. The headline decision or outcome. What surprised someone. What the next move is. CFO-style brevity.

2. Action items

A table with four columns: Owner · Due · What · Why it matters. One row per item. Use ISO dates (2026-05-22) for the Due column. If no due date was discussed, write Not specified. Sort the table by Due date ascending, with Not specified at the bottom.

3. Follow-up emails

One short email per owner who has at least one action item assigned. Each email:

  • Subject: Action items from [meeting title] — [your name]
  • Body: a one-line greeting, a bulleted list of just their action items (with due dates), one closing sentence offering to discuss. No filler.

The user copies each email into Outlook and sends.

Edge cases

  • If the transcript is long and you're worried about missing items, output a final "Items I'm not sure about" section under the table. Better to flag than to silently drop.
  • If two people seemed to agree to the same thing, surface it as a single item and list both as co-owners — don't duplicate.
  • If a date is ambiguous ("next Thursday"), compute it from the meeting date in the input. If the meeting date wasn't provided, flag the ambiguity in the item's Due column.

Or save it as a reusable Skill: download meeting-notes-to-action-items.SKILL.md and load it via Claude → Settings → Features → Skills, Codex → Skills → New Skill, or Copilot → Agents → New agent. Same file works in all three.

Why this skill matters

Paste raw notes, a chat transcript, or a Teams / Zoom auto-generated summary. Returns a clean action-item list with owners, due dates, and drafted follow-up emails per owner. The thing you wished you'd done before the next meeting started.

Example I/O

Input: Forty minutes of Teams transcript from a Tuesday distributor QBR, four attendees named, several decisions floated and several action items implied but not assigned.

Output: A Word doc with three sections: a 3-sentence recap, a table of action items (owner / due date / what / why it matters), and one drafted follow-up email per owner that you can paste into Outlook and send.

Run it on a schedule

Cadence: Ad-hoc

Where the AI stops, where you take over

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