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Work template

Turn meeting notes into a useful brief

A reusable structure for decisions, owners, deadlines, and open questions. Keep what is confirmed separate from what still needs an answer.

No Academy sign-in required. Companion sample files are in English.

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  1. Add the meeting notes and relevant project brief as sources.
  2. Use the prompt below to draft a short handover.
  3. Verify each decision and deadline before sharing the brief with colleagues.

A prompt to start with

Using only the selected meeting notes and project brief, produce a handover with: purpose; confirmed decisions; actions in a task/owner/deadline table; and unresolved questions. Cite each factual claim. Write “not specified” where a source does not provide an owner or deadline. Do not turn proposals into decisions.

Check it before sharing

  • Every confirmed decision has a supporting source.
  • Each action has an owner and deadline, or is marked not specified.
  • Proposals and open questions are separate from decisions.
  • A person has checked names, dates, and citations before sharing.

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