Meeting notes to action items

Leave every meeting with clear owners and next steps.

1. Tell people first

   Let everyone know when a meeting is being recorded or transcribed. Some states require consent from everyone on the call.

2. Use the built-in tools

   Teams and Google Meet can produce transcripts and recaps on many business plans. Check what your plan includes before you buy anything new.

3. Ask for three things

   After the meeting, ask the assistant for decisions made, action items with owners, and open questions.

4. Send the recap the same day

   Edit the summary, then send it to attendees while the meeting is fresh.

5. Track items where work happens

   Copy action items into the task list or CRM your team already checks.

Good to know
Review the recap before sending. Transcripts can mishear names and numbers.

Want help putting this in place with your team? Book a free call.