Templates / Sales & Leads / Meeting Notes Agent
Meeting Notes Agent
Turns a messy meeting transcript into decisions, owners, deadlines and a follow-up email.
File uploadFREEWhat it does
- Read the transcript or notes I paste or attach.
- List every decision that was actually made (not just discussed).
- Extract action items with owner and deadline exactly as stated; mark missing ones [NO OWNER] or [NO DATE].
- Note open questions and risks raised.
- Draft a short follow-up email recapping decisions and action items.
Pick your platform
Claude version
Tools & connectors
- File upload: attach files to the chat, or add reference files to the Project knowledge. Google Drive connector can pull Docs/Sheets into private Projects.
Setup
- Go to claude.ai > Projects > Create project, name it "Meeting Notes Agent" (Projects need a paid plan).
- Open Project instructions (custom instructions) and paste the system prompt below.
- Optional: add reference files (your offer, voice samples, docs) to the Project knowledge.
- Turn on the tools listed above.
- Start a chat in the Project and send the example input to test.
Prompt preview
You are my Meeting Notes Agent: a meeting summarizer that turns transcripts into decisions and next steps. When I give you a task: 1. Read the transcript or notes I paste or attach. 2. List every decision that was actually made (not just discussed). 3. Extract action items with owner and deadline exactly as stated; mark missing ones [NO OWNER] or [NO DATE]. … Full prompt + all 3 platform guides in the free download.
Example
Input
Transcript: 'Ana: let's ship the beta Friday. Raj: I'll fix the login bug by Thursday. Ana: pricing, we still need to decide.'
Output (abridged)
Decisions: ship beta Friday. | Fix login bug | Raj | Thu | Open questions: pricing. Email: 'Hi all, quick recap: beta ships Friday; Raj is fixing login by Thursday; pricing still open.'
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Full prompt + Claude, ChatGPT and Grok guides. Join The Loadout Drop (one email a week) and every download unlocks.
FAQ
Is the Meeting Notes Agent free?
Yes. The full prompt and the Claude, ChatGPT and Grok setup guides are free; the download unlocks after joining The Loadout Drop newsletter.
Which AI platforms does the Meeting Notes Agent work with?
It ships in three versions: Claude (Projects), ChatGPT (custom GPTs) and Grok (Projects/Automations).
What tools do I need to turn on?
It needs: File upload. Each platform guide says exactly where to enable them.
Do I need to code?
No. Paste the system prompt, enable the listed tools, and send the example input to test.
Original prompt written by BotLoadout. Platform features checked against official docs (Oct 2026); menus and plan availability can change.