meeting-notes

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Install skill "meeting-notes" with this command: npx skills add claude-office-skills/skills/claude-office-skills-skills-meeting-notes

Meeting Notes

Overview

This skill transforms raw meeting notes, transcripts, or audio summaries into clear, structured documentation with action items, decisions, and key takeaways.

Use Cases:

  • Converting messy handwritten notes to clean summaries
  • Processing meeting transcripts
  • Extracting action items and owners
  • Creating meeting minutes for distribution
  • Summarizing long discussions into key points

How to Use

  1. Paste your raw meeting notes, transcript, or description
  2. Tell me the meeting type (standup, project review, client call, etc.)
  3. Specify any required format or template
  4. I'll create structured notes with action items

Example prompts:

  • "Organize these meeting notes and extract action items"
  • "Create formal meeting minutes from this transcript"
  • "Summarize the key decisions from our project review"
  • "Turn this brainstorm session into a structured document"

Meeting Note Templates

Standard Meeting Summary

# Meeting Summary

**Meeting:** [Title]
**Date:** [Date]
**Attendees:** [Names]
**Duration:** [Time]

## Purpose
[One sentence describing meeting objective]

## Key Discussion Points
1. [Topic 1]
   - [Key point]
   - [Key point]

2. [Topic 2]
   - [Key point]
   - [Key point]

## Decisions Made
- [ ] [Decision 1]
- [ ] [Decision 2]

## Action Items
| Action | Owner | Due Date | Status |
|--------|-------|----------|--------|
| [Task] | [Name] | [Date] | Pending |

## Next Steps
- [Next meeting/milestone]

## Notes
[Any additional context or parking lot items]

Quick Standup Notes

# Daily Standup - [Date]

## [Team Member 1]
**Yesterday:** [Completed tasks]
**Today:** [Planned tasks]
**Blockers:** [Issues, if any]

## [Team Member 2]
...

## Team Blockers
- [Blocker requiring escalation]

## Announcements
- [Team-wide updates]

Client Meeting Notes

# Client Meeting Notes

**Client:** [Company Name]
**Date:** [Date]
**Our Team:** [Names]
**Client Team:** [Names]

## Meeting Objective
[Why we met]

## Client Feedback/Requests
1. [Feedback point]
2. [Request]

## Our Commitments
- [What we promised to deliver]
- [Timeline]

## Client Commitments
- [What they will provide]
- [Timeline]

## Follow-up Required
| Item | Owner | Due |
|------|-------|-----|
| [Task] | [Name] | [Date] |

## Next Meeting
[Date/Time/Agenda preview]

Project Review Notes

# Project Review: [Project Name]

**Date:** [Date]
**Phase:** [Current phase]
**Status:** 🟢 On Track / 🟡 At Risk / 🔴 Off Track

## Progress Update
- **Completed:** [Milestones achieved]
- **In Progress:** [Current work]
- **Upcoming:** [Next milestones]

## Metrics
| Metric | Target | Actual | Status |
|--------|--------|--------|--------|
| [KPI] | [Target] | [Actual] | ✅/⚠️/❌ |

## Risks & Issues
| Risk/Issue | Impact | Mitigation | Owner |
|------------|--------|------------|-------|
| [Description] | High/Med/Low | [Plan] | [Name] |

## Decisions Needed
- [Decision requiring escalation]

## Action Items
- [ ] [Task] - @[Owner] - Due: [Date]

Processing Guidelines

Extracting Action Items

Look for phrases indicating tasks:

  • "We need to..." / "Someone should..."
  • "Can you..." / "Will you..."
  • "Let's..." / "Action:"
  • Names + verbs (e.g., "John will prepare...")
  • Deadlines mentioned with tasks

Identifying Decisions

Look for:

  • "We've decided..." / "The decision is..."
  • "Going forward, we will..."
  • "Agreed:" / "Confirmed:"
  • Consensus language ("everyone agreed...")

Determining Owners

  • Explicitly named: "Sarah will handle..."
  • Role-based: "The design team will..."
  • Default to meeting organizer if unclear
  • Flag unassigned items for follow-up

Output Format

## Meeting Summary: [Title]

📅 **Date:** [Date]
👥 **Attendees:** [List]

### 📋 Summary
[2-3 sentence overview]

### 💡 Key Points
1. [Point 1]
2. [Point 2]
3. [Point 3]

### ✅ Decisions
- [Decision 1]
- [Decision 2]

### 📌 Action Items
| # | Action | Owner | Due | Priority |
|---|--------|-------|-----|----------|
| 1 | [Task] | [Name] | [Date] | High/Med/Low |

### 🔜 Next Steps
- [Next meeting or milestone]

### 📝 Parking Lot
- [Items to address later]

Customization Options

Tell me your preferences:

  • Format: Bullet points, table, prose, or formal minutes
  • Detail level: Executive summary, standard, or detailed
  • Focus: Action items only, decisions only, or comprehensive
  • Style: Casual team notes or formal documentation

Limitations

  • Cannot attend or record meetings
  • Accuracy depends on quality of input notes
  • May need clarification on ambiguous pronouns or acronyms
  • Cannot verify commitments or deadlines - review before distributing

Examples

Example: Raw Notes to Structured Summary

Input:

product meeting 3/15
talked about launch timeline, sarah thinks we need 2 more weeks
john mentioned the bug in checkout - high priority
decided to push launch to april 1
need to update stakeholders
maria will fix the checkout bug by friday
also discussed new feature requests from customers - will prioritize next sprint
john to send customer feedback summary

Output:

Meeting Summary: Product Launch Review

📅 Date: March 15, 2024 👥 Attendees: Sarah, John, Maria

📋 Summary

Reviewed launch timeline and decided to postpone launch by 2 weeks to April 1 due to critical checkout bug. Discussed customer feature requests for future prioritization.

💡 Key Points

  1. Original launch timeline insufficient - need 2 more weeks
  2. Critical checkout bug discovered - must fix before launch
  3. Customer feature requests collected for next sprint prioritization

✅ Decisions

  • Launch date moved from mid-March to April 1
  • Checkout bug is highest priority
  • Feature requests to be prioritized in next sprint planning

📌 Action Items

#ActionOwnerDuePriority
1Fix checkout bugMariaFriday (3/17)🔴 High
2Update stakeholders on new launch date[Unassigned]ASAP🔴 High
3Send customer feedback summaryJohn[TBD]🟡 Medium

🔜 Next Steps

  • Follow-up on bug fix progress
  • Stakeholder communication about timeline change
  • Sprint planning to prioritize customer requests

Source Transparency

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