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Meeting Notes to Action Items

Paste a transcript or messy notes and pull out the decisions, owners and deadlines.

Sample

A made-up 15-minute product meeting with four people, held on Tue, Sep 29. This is what the tool pulled out of it, exactly as it would read yours:

From the transcript
[00:00:04] Maya Okafor: Morning, everyone. Three things today: where 2.4 stands, the paywall, and launch prep. Theo, do you want to start?
[00:00:13] Theo Lindqvist: Sure. Streak freeze is feature complete on iOS. The staging build went up this morning, and I already sent the beta invite list to support.
[00:00:29] Maya Okafor: Nice. Is the migration script ready?
[00:00:33] Theo Lindqvist: Almost. I'll finish the migration script by Wednesday.
[00:00:40] Priya Raman: Once the migration script is done, I can run the QA pass on the old streak data.
Read the whole sample (39 lines)
[00:00:51] Maya Okafor: Good. One worry: Theo is the only one who knows the sync code, and he's out next Friday.
[00:01:03] Theo Lindqvist: Fair. I'll write up how the sync code works before I'm out.
[00:01:12] Maya Okafor: Thank you. Before we can submit to the App Store, we need new screenshots. Priya, can you put together the screenshot set?
[00:01:24] Priya Raman: Yes, I can have it by Monday.
[00:01:30] Maya Okafor: Great. On pricing, we've decided to launch with the annual plan discount only, no monthly promo.
[00:01:41] Sam Delgado: Makes sense. I'll send the revised paywall copy to legal by Thursday. I can't publish the pricing page until legal signs off on the terms, though.
[00:01:58] Maya Okafor: Understood. Do we know if App Store review will take more than two days?
[00:02:05] Theo Lindqvist: No idea, honestly. Last time it took four.
[00:02:11] Maya Okafor: Then the timeline is tight. There's basically no buffer if review drags.
[00:02:19] Sam Delgado: Should we push the launch to the 20th, then?
[00:02:23] Maya Okafor: Let's not move the date yet. We'll revisit the launch date once review starts. Also, someone needs to update the help center article on streaks before launch.
[00:02:38] Theo Lindqvist: I'll take that.
[00:02:41] Sam Delgado: On the referral banner, we should probably look at the referral flow at some point.
[00:02:49] Priya Raman: If we were to add family plans, we could bundle streak freeze with them.
[00:02:57] Maya Okafor: Good thought, but that's out of scope for 2.4. And let's hold off on the Android widget until next quarter.
[00:03:08] Sam Delgado: Who's writing the push notification copy for launch day?
[00:03:13] Maya Okafor: Let's come back to that. Priya, how are the paywall mockups looking?
[00:03:19] Priya Raman: Nearly done, but I'm blocked on the final icon set from the illustrator. I'm going to share the final mockups in the design channel tomorrow.
[00:03:33] Maya Okafor: Love it. Okay, we're going with the green streak badge, not the flame.
[00:03:40] Sam Delgado: Agreed. I'll update the App Store description to match.
[00:03:46] Maya Okafor: Sam, can you also draft the launch email for existing users?
[00:03:51] Sam Delgado: Sure thing, by end of the week.
[00:04:02] Theo Lindqvist: One more risk. It's the first time we've used the new crash reporting tool, so there's a learning curve.
[00:04:14] Maya Okafor: Noted. Let me check with finance on the discount code limits.
[00:05:22] Priya Raman: Quick update on onboarding. The new streak tutorial tested well with five people last week.
[00:05:36] Sam Delgado: That's great. Can we use a clip from the sessions in the launch video?
[00:05:42] Priya Raman: Yes, two of them signed release forms.
[00:07:10] Theo Lindqvist: On performance, the streak screen loads in under a second now. Nothing blocking on my side.
[00:09:45] Maya Okafor: For the go/no-go, I'll book a go/no-go check-in for next Tuesday.
[00:13:40] Maya Okafor: Okay, recap. Theo finishes the migration script by Wednesday, Priya has the screenshots Monday, and Sam will send the paywall copy to legal by Thursday. Sam will also brief the support team on streak freeze before launch.
[00:13:58] Theo Lindqvist: And maybe I'll try to clean up the old feature flags, if I get time.
[00:14:08] Maya Okafor: Fine by me. Last thing: who owns the launch-day social posts?
[00:14:14] Sam Delgado: Not sure yet. I'd have to check with the contractor.
[00:14:21] Maya Okafor: Okay. Let's circle back on the social posts next week. Thanks, everyone.
action items
16
action items
owners
4
owners
decisions
4
decisions
questions and risks
7
questions and risks

Action board

16 items, grouped by owner

Maya Okafor2 items

  • Check with finance on the discount code limits

    No date saidHigh confidence

    Offered ("Let me").

    What was said at 4:14

    “Let me check with finance on the discount code limits.”

    Maya Okafor, 4:14
  • Book a go/no-go check-in

    Due Tue, Oct 6High confidence

    Committed in their own words ("I'll"), has a date ("for next Tuesday").

    What was said at 9:45

    “For the go/no-go, I'll book a go/no-go check-in for next Tuesday.”

    Maya Okafor, 9:45

Theo Lindqvist4 items

  • Finish the migration script

    Due Wed, Sep 30High confidence

    Committed in their own words ("I'll"), has a date ("by Wednesday").

    What was said at 0:33

    “I'll finish the migration script by Wednesday.”

    Theo Lindqvist, 0:33
  • Write up how the sync code works before you're out

    No date saidHigh confidence

    Committed in their own words ("I'll").

    What was said at 1:03

    “I'll write up how the sync code works before I'm out.”

    Theo Lindqvist, 1:03
  • Update the help center article on streaks

    Due Before launchHigh confidence

    Took it on when it came up.

    What was said at 2:38

    “Also, someone needs to update the help center article on streaks before launch.”

    Maya Okafor, 2:23

    “I'll take that.”

    Theo Lindqvist, 2:38
  • Clean up the old feature flags

    No date saidLow confidence

    Committed in their own words ("I'll"), hedged ("maybe", "try to", "if I get time").

    What was said at 13:58

    “And maybe I'll try to clean up the old feature flags, if I get time.”

    Theo Lindqvist, 13:58

Priya Raman3 items

  • Run the QA pass on the old streak data

    No date saidMedium confidence

    Offered, but did not promise ("I can"), depends on something happening first.

    Waits on the migration script

    What was said at 0:40

    “Once the migration script is done, I can run the QA pass on the old streak data.”

    Priya Raman, 0:40
  • Put together the screenshot set

    Due Mon, Oct 5High confidence

    Asked, then agreed, has a date ("by Monday").

    What was said at 1:24

    “Priya, can you put together the screenshot set?”

    Maya Okafor, 1:12

    “Yes, I can have it by Monday.”

    Priya Raman, 1:24
  • Share the final mockups in the design channel

    Due Wed, Sep 30High confidence

    Committed in their own words ("I'm going to"), has a date ("tomorrow").

    What was said at 3:19

    “I'm going to share the final mockups in the design channel tomorrow.”

    Priya Raman, 3:19

Sam Delgado4 items

  • Send the revised paywall copy to legal

    Due Thu, Oct 1High confidence

    Committed in their own words ("I'll"), has a date ("by Thursday"), came up 2 times.

    What was said at 1:41

    “I'll send the revised paywall copy to legal by Thursday.”

    Sam Delgado, 1:41

    Said 2 times. This is the clearest one.

  • Update the App Store description to match

    No date saidHigh confidence

    Committed in their own words ("I'll").

    What was said at 3:40

    “I'll update the App Store description to match.”

    Sam Delgado, 3:40
  • Draft the launch email for existing users

    Due Fri, Oct 2High confidence

    Asked, then agreed, has a date ("by end of the week").

    What was said at 3:51

    “Sam, can you also draft the launch email for existing users?”

    Maya Okafor, 3:46

    “Sure thing, by end of the week.”

    Sam Delgado, 3:51
  • Brief the support team on streak freeze

    Due Before launchHigh confidence

    Named as the owner ("Sam will").

    What was said at 13:40

    “Sam will also brief the support team on streak freeze before launch.”

    Maya Okafor, 13:40

Owner: not clear3 items

  • Revisit the launch date

    No date saidMedium confidence

    Said as "we", so no single owner, depends on something happening first.

    What was said at 2:23

    “We'll revisit the launch date once review starts.”

    Maya Okafor, 2:23
  • Look at the referral flow

    No date saidLow confidence

    Said as "we", so no single owner, hedged ("probably", "at some point").

    What was said at 2:41

    “On the referral banner, we should probably look at the referral flow at some point.”

    Sam Delgado, 2:41
  • Circle back on the social posts

    Due Fri, Oct 9Medium confidence

    Follow-up suggested ("Let's circle back"), has a date ("next week"), no one is named as the owner.

    What was said at 14:21

    “Let's circle back on the social posts next week.”

    Maya Okafor, 14:21

Decisions4

  • Launch with the annual plan discount only, no monthly promoMaya Okafor, 1:30
  • Don't move the date yetMaya Okafor, 2:23
  • Hold off on the Android widget until next quarterMaya Okafor, 2:57
  • Go with the green streak badge, not the flameMaya Okafor, 3:33

Open questions3

  • Do we know if App Store review will take more than two days?No one had the answer, 1:58
  • Who's writing the push notification copy for launch day?Put off for later, 3:08
  • Who owns the launch-day social posts?No one had the answer, 14:08

Risks and blockers4

  • PeopleOne worry: Theo is the only one who knows the sync code, and he's out next Friday
  • ScheduleThe timeline is tight. There's basically no buffer if review drags
  • BlockerNearly done, but I'm blocked on the final icon set from the illustrator
  • TechnicalIt's the first time we've used the new crash reporting tool, so there's a learning curve

What waits on what

  • Run the QA pass on the old streak datawaits onThe migration script
  • Submit to the App Storewaits onNew screenshots
  • Publish the pricing pagewaits onLegal signs off on the terms

What this can and can't doPattern matching finds commitments people say out loud. For nuance, use the prompt kit with your AI assistant.

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Use the prompt kit where you already work

The kit does the careful read this page can't: tone, implied owners, things agreed without the words “I'll”. It has four prompts: action items, a summary, a follow-up email and a prep brief for the next meeting.

Claude Projects
Create a project, choose Set project instructions and paste in the extraction prompt. Add the worked example to the project knowledge so Claude sees the format you want, then paste each transcript into a chat in that project.
Source: Claude Help Center, checked 2026-10-04
Claude, as a skill
Turn on Code execution and file creation in Settings, then Capabilities. Then open Customize, then Skills, press +, choose Create skill, then Upload a skill, and upload the ZIP.
Source: Using skills in Claude, Code execution setting, checked 2026-10-04
Claude Code or Codex
Unzip it and move the meeting-actions folder into ~/.claude/skills/ for Claude Code, or into ~/.agents/skills/ for Codex.
Source: Claude Code skills, Codex skills, checked 2026-10-04
ChatGPT or any other assistant
Open a prompt file from the ZIP, copy all of it, and paste it at the start of a chat with your transcript underneath. If you keep a project or custom instructions for meetings, paste it there once instead.

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Meeting Notes to Action Items: owners, deadlines and decisions from your transcript | Rise Productive