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Productivity & Workflow

Zoom / Meeting Summary + Action Items

Turn an hour-long call into a 30-second read.

Claude 3.5 Sonnet (handles long transcripts well) or ChatGPT 4 ~40 min per meeting

When to use it

Use after a buyer consultation, listing presentation, or team strategy call. Paste the meeting transcript and get back a summary plus owned action items.

The prompt

Summarize this meeting transcript and extract action items.

Meeting context:
- Type of meeting: {Meeting type}
- Participants: {Participants}
- My role: {Your role}
- One thing I need to walk away knowing: {What you need to know}

Raw transcript:
{Meeting transcript}

Deliverables:
1. A 3-sentence summary of what was decided (not what was discussed — what was DECIDED)
2. An action item table with columns: WHO | WHAT | BY WHEN
3. A 'parking lot' list — things raised but not decided, that need a separate follow-up
4. A direct answer (or 'not addressed') to my key question
5. The one risk or unresolved tension that came up that I should not let drop

Rules:
- Do not summarize chit-chat or rapport-building — only substantive content
- If the transcript is unclear about who said what, mark [SPEAKER UNKNOWN]
- Do not invent action items that weren't actually agreed to

Fill in your details

Type your details below — the prompt above updates as you type. Then copy it.

Pro tips

  • Use Otter, Fathom, or Granola for the raw transcript — Zoom's native transcript is noisy.
  • Send the action item table to all participants within 2 hours — kills he-said-she-said.
  • Save the 'unresolved tension' notes privately — they often surface later as deal blockers.

All prompts are free to copy and modify. Tested across ChatGPT, Claude, and Gemini. Customize the variables to fit your market, brand voice, and client.