RevOpsRevOps Analystbeginner 10 min saved

Three-Bullet Meeting Decision and Action Summary

Turn a meeting transcript into three concise, evidence-based decision and next-step bullets.

Customise & copy

Add the context you have. The prompt updates as you work.

Raw meeting transcript *

Paste the complete transcript or available call notes.

Internal attendees *

List people from your organization who attended.

External attendees *

List clients, prospects, partners, or other external attendees.

Meeting objective or agenda *

State the purpose or planned agenda for the meeting.

Live prompt

4 fields

Summarize the meeting using only the information in the transcript and attendee lists. Do not invent names, dates, commitments, decisions, or details. Use the objective only to understand context.

Transcript:
{{meeting_transcript}}

Internal attendees:
{{internal_attendees}}

External attendees:
{{external_attendees}}

Meeting objective or agenda:
{{meeting_objective}}

Return exactly 3 plain-text bullets in this fixed order:
- Decision: State the clearest decision made. If none was made, write "No decision stated."
- Our team action: State the clearest action assigned to the internal team. Include an owner only when explicitly stated. If none was assigned, write "No internal action stated."
- Client or counterpart next step: State the clearest next step assigned to the external party or counterpart. Include an owner only when explicitly stated. If none was assigned, write "No external next step stated."

Keep each bullet concise and usable after one light edit. Do not add headings, explanations, questions, dates, or extra bullets.

Proof before you use it

A real example

Tested on gpt-5.6-luna on 2026-09-10

{
  "meeting_objective": "Confirm the pilot scope and agree on implementation responsibilities",
  "external_attendees": "Elena Garcia — Director of Operations",
  "internal_attendees": "Sarah Lee — Account Executive; Tom Wilson — Implementation Manager",
  "meeting_transcript": "Sarah: We reviewed the revised onboarding proposal. The client approved a two-week pilot for the Midwest region. Tom: Our implementation team will send the configuration checklist by Friday. Elena: Once we receive it, our operations team will return completed requirements next Tuesday. Sarah: We will schedule the pilot kickoff after both documents are exchanged."
}

A small ritual that works

How to use it

01Paste the complete transcript or available call notes.
02List the internal attendees.
03List the external attendees.
04Add the meeting objective or agenda.

Why it works

The prompt narrows the task to three operational points: the clearest decision, the internal team’s action, and the external party’s next step. It provides explicit fallback language for cases where one of those points is not stated, which helps separate documented facts from assumptions. The source hierarchy is also clear: the transcript and attendee lists supply the facts, while the objective provides context only. Fixed bullet order, concise wording, and restrictions against invented names, dates, commitments, or details make the requested format easy to scan and apply consistently.

Where it fails

The structure is limited when the meeting record is ambiguous, contradictory, incomplete, or contains several competing decisions or actions. The prompt asks for the clearest item but does not define how to resolve conflicts, rank equally plausible commitments, or distinguish a tentative suggestion from an assigned next step. It also cannot recover ownership when an action is discussed without an explicit owner.

Customisation tips

Adjust the three requested categories to match the workflow, such as adding risks, open questions, approvals, or deadlines. If ownership matters, define acceptable evidence for assigning an owner and specify how to handle shared responsibility. For meetings with multiple decisions or workstreams, replace the single-item format with a structured list and state how items should be grouped. You can also add rules for resolving contradictory statements, preserving uncertainty, or identifying the speaker associated with each commitment.

Watch-outs

The meeting objective is explicitly limited to context, so it should not be treated as evidence of a decision or commitment.
Attendee lists establish who attended, but they do not establish who owns an action unless the transcript states that ownership.
The fallback phrases are part of the required format; replacing them with inferred explanations weakens the prompt’s fact boundary.
The fixed three-bullet structure favors concise prioritization and may omit secondary decisions, dependencies, unresolved questions, or important context.