Write meeting minutes from an audio recording

Sales manager · Time: 20 min · Meetings

Tools that fit this task

• ChatGPT $20/mo
• NotebookLM $14/mo
• Notion AI $10/mo
• tl;dv $18/mo
• Microsoft 365 Copilot $20/mo
• ElevenLabs $5/mo

Prompt

Role: you are a meeting secretary writing minutes from a transcript.
Context: meeting on {{topic}} held on {{date}}, participants {{list of participants with roles}}. Agenda: {{items}}. The transcript is below; speaker names may be recognized with errors.
Task: write the minutes. Identify decisions made, tasks with an owner and deadline, and open questions. If a deadline or owner is unclear from the transcript, write [clarify] instead of guessing. Add to each decision a short quote from the transcript it comes from.
Format: a heading with date and topic, list of attendees, sections Decisions, Tasks (table task | owner | deadline | quote), Open questions, Next meeting. Business style, up to 400 words.
Transcript:
{{transcript}}

Steps

1. Tell participants about the recording at the start of the meeting and record their consent
2. Get a transcript from a meeting notetaker or upload the audio to NotebookLM or a chat that accepts audio
3. Give the assistant the transcript with the agenda and a prompt for the minutes
4. Get the minutes: decisions, tasks with an owner and deadline, open questions, and quotes from disputed points kept separately
5. Check every task, deadline and owner against the transcript, because the model mixes up speaker names
6. Send the minutes to participants the same day and ask them to confirm or correct within 24 hours

How to check the result

Every task in the minutes has an owner and a deadline, participants confirmed the minutes with no substantive corrections, and they went out on the day of the meeting

Pitfalls

• The model credits a decision to whoever spoke last instead of whoever made it
• A recording that discusses salaries, dismissals or deals goes into a public service only after the transcript is anonymized

Data that stays out of public AI tools

• Prices, discounts and terms for a specific client: a trade secret, into the prompt as [Client] and [amount]
• Client contacts and personal data from the CRM: a segment description is enough for a script
• Recordings of calls and meetings with clients: only with the other party's consent and in a service with a data processing agreement

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AI tools for sales managers · Prompt: Write meeting minutes from an audio recording