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How to Create Meeting Notes and Action Items with AI - Post 33

June 4, 2025 at 10:26 am, No comments

Post_33_Blog.jpg

Ever had a meeting that felt productive… but two days later, nobody remembered who was supposed to do what?

Yeah—same.

Let’s fix that. AI tools like ChatGPT can take your messy meeting notes and turn them into clear, structured summaries with action items. Whether you're solo or managing a team, this is a game-changer for staying on track.


Step 1: Record or Take Quick Notes (No Pressure to Be Perfect)

You don’t need to write down everything. Just capture the basics:

  • Who was there

  • Main discussion points

  • Decisions made

  • Any “Let’s follow up on…” moments

You can use a notepad, a shared doc, or even record the meeting (Zoom, Google Meet, or your phone recorder).


Step 2: Paste It into ChatGPT and Say This...

Open ChatGPT and type:

“Please summarize these meeting notes and list the key action items with responsible people and due dates if mentioned.”

Then paste your notes. That’s it.

Example Input:

Meeting Notes: Discussed June marketing campaign. Sam to design flyer. Jamie to run Instagram ads. Need final approval from Karen by Friday.

ChatGPT Output:

  • Summary: The team discussed the June marketing campaign strategy.

  • Action Items:

    • Sam: Design flyer (Due: TBD)

    • Jamie: Launch Instagram ads (Due: TBD)

    • Karen: Approve final campaign assets (Due: Friday)

Now your meeting is clear, follow-ups are obvious, and nothing falls through the cracks.


Bonus Tip: Auto-Format for Email

Just ask:

“Can you format this as a professional follow-up email I can send to the team?”

Done.


Tools You Can Use (Free + Easy)

  • ChatGPT (Free version)

  • Google Docs or Notion for storing notes

  • Otter.ai or Zoom transcription if you prefer audio-based capture


Why This Helps Small Business Owners

You don't need a project manager or fancy software to stay organized. This is like having a virtual assistant who keeps your team (or your solo brain!) in sync without hours of admin work.


Try It Out

Next time you finish a meeting, take 2 minutes to drop your notes into ChatGPT. You’ll be amazed at how much clearer your next steps become.


Want help setting this up for your business?

Houston-based businesses can get a free AI session

Call (832) 975-1825 to Book your free session today!

Or      www.dstechsolutions.com/contact


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