Meetings & notes

Meetings generate a lot of text and a lot of follow-ups. Claude is excellent at turning messy raw input (transcripts, scribbled notes, whiteboard photos) into clean, actionable output.

When to reach for Claude

• Preparing agendas and talking points.
• Turning transcripts into summaries and action items.
• Cleaning up rough notes.
• Drafting follow-up emails after a meeting.

Workflow: prep an agenda

Help me plan a [45-minute] meeting.

Purpose: [what we need to decide/achieve]
Attendees: [roles]
Must cover: [topic 1], [topic 2]

Give me a timed agenda, the key question for each item,
and the one decision we must walk out with.

Workflow: transcript → action items

This is the classic time-saver:

Here's a meeting transcript (attached/pasted).

Give me:
1. A 5-bullet summary
2. Decisions made
3. Action items as a table: Owner | Task | Due date
4. Open questions we didn't resolve

If an owner or due date is unclear, mark it "TBD".

Workflow: clean up notes

These are my rough notes from a call (pasted, messy).
Turn them into a clear, structured summary I can share,
preserving every decision and action item. Don't add anything
that isn't in the notes.

The "don't add anything" instruction matters; it keeps Claude from inventing details.

Workflow: follow-up email

Based on the summary above, draft a short follow-up email to attendees:
thank them, recap the 3 key decisions, and list who owns what by when.
Tone: friendly and concise.

Workflow: photo of a whiteboard

This is a photo of our whiteboard (attached). Transcribe it into
a typed, organized list grouped by theme, and flag anything unreadable.

Power-ups

• Files & images: Upload transcripts, docs, or whiteboard photos.
• Projects: Keep a recurring meeting's context and prior notes together.
• Skills: Package your exact "meeting summary format" so it's one click every time.

Try it

After your next meeting, paste the transcript and run the "transcript → action items" prompt. Send the follow-up within five minutes of hanging up.

Next, the most important workflow of all: building a repeatable workflow.