AI Meeting Notes Organization

The Problem

Meeting notes end up scattered across random documents, incomplete, or never written at all. Finding decisions and action items from past meetings requires digging through disorganized files.

The Workflow

Step 1: Create a Meeting Note

Start a structured note for your meeting.

Prompt to use:

Create a new note called "Meeting: Product Sync - Jan 21"
with sections for:
- Attendees
- Key Discussion Points
- Decisions Made
- Action Items

Example output:

Created note "Meeting: Product Sync - Jan 21" with template:

## Attendees
-

## Key Discussion Points
-

## Decisions Made
-

## Action Items
- [ ]

Step 2: Capture Notes During Meeting

Add content as the meeting progresses.

Prompt to use:

Add to my meeting note:
- Attendees: Sarah, Mike, Jennifer
- We discussed the Q1 roadmap timeline
- Decision: Launch feature X by Feb 15
- Mike will update the docs by Friday

Step 3: Generate a Summary

After the meeting, create a concise summary.

Prompt to use:

Read my "Product Sync - Jan 21" note and create a
brief summary paragraph at the top highlighting
the key outcome and most important action item.

Step 4: Extract Action Items to Reminders

Turn action items into trackable tasks.

Prompt to use:

Look at the action items in my meeting note and
create reminders for each one with appropriate due dates.

Expected Result

Structured, searchable meeting notes with clear action items that automatically become trackable tasks. Never lose a decision or commitment again.

Tools Used

This workflow uses multiple toolboxes:

Notes toolbox:

Tool	Purpose
notes_write_note	Create and update meeting notes
notes_read_note	Read note content for summarization
notes_search_notes	Find past meeting notes

Reminders toolbox:

Tool	Purpose
reminders_create_reminder	Create action item tasks

Related Workflows

• Meeting Preparation - Prepare before meetings
• Daily Task Review - Track your action items