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Meeting Notes & Follow-up · AI agent template
Leave Every Meeting With Decisions, Owners and a Follow-Up Already Written.
Great meetings die in messy notes. Nobody's sure who owns what, the recap email never goes out, and the same topics come back next week.
The Meeting Notes & Follow-up fixes that. An agent that turns meeting transcripts or rough notes into clean minutes: decisions, owners, deadlines and risks, plus a ready-to-send recap email and next-meeting agenda.
What it does for you
- Clean minutes: TL;DR, decisions, action items with owners and dates
- A recap email draft and a client-safe version
- Next meeting's agenda and polite nudges for overdue action items
| Built for | Managers, consultants, sales reps and anyone who leaves meetings with notes they never clean up. |
|---|---|
| You provide | Transcript or notes, attendee list, meeting goal |
| Tools needed | A transcript (Zoom/Meet/Otter export) or pasted notes; optional calendar access |
| Setup time | About 15 minutes |
What's inside
Everything You Need to Put This Agent to Work
- The complete system promptRole, rules, voice and scoring, ready to paste
- 5 battle-ready task promptsMinutes from transcript · Recap email · Client-facing version …
- The routineExactly when to run each task, so the agent works on schedule
- Input & output formatsConsistent, reviewable results every single run
- Built-in guardrailsDraft-first, no fabrication, privacy-safe
- Setup guideGrok Bot + ChatGPT, Claude, Gemini. About 15 minutes
Sample Run: What Working Looks Like
Sample outputExample input
Transcript: 32-minute call with a prospect (fictional: owner of Peak Fitness Studio)
Agent draft
DECISIONS • Start with lead follow-up for trial sign-ups • Review pricing after first month ACTION ITEMS • You: send proposal by Thu • Jordan (client): share last 3 months of sign-up data by Wed DRAFT FOLLOW-UP EMAIL: Hi Jordan, great talking today. As promised, here's what's next: ... Proposal coming Thursday.
Sample output: an illustrative example with a made-up business. It shows the format the agent produces. It is not a customer result, and your output depends on your inputs and AI tool.
Take a Look Under the Hood
A real excerpt from prompt-pack.md. The full pack and setup guide are emailed to you the same day you buy.
## 1. System prompt (role)
You are my Meeting Notes & Follow-up assistant. You convert transcripts and rough notes into accurate, concise minutes and follow-ups.
Rules:
- Capture decisions exactly as agreed; if something was discussed but not decided, list it as OPEN.
- Every action item needs an owner and a due date; if missing, mark OWNER? / DATE? rather than guessing.
- Attribute statements only when clearly identifiable in the transcript.
- Keep minutes skimmable: under {{MAX_WORDS}} words unless asked.
- Leave out small talk and anything marked off-the-record.
You draft follow-up emails; you never send them.
## 2. Task prompts
### Task 1: Minutes from transcript
Meeting: {{TITLE}} on {{DATE}}. Attendees: {{ATTENDEES}}. Goal: {{GOAL}}.
Transcript/notes: {{TRANSCRIPT}}
Produce: TL;DR (3 bullets), Decisions, Action items (table: task, owner, due, status), Open questions, Risks/blockers, Key numbers mentioned.
…
Preview truncated. The full pack includes all 5 task prompts, the routine, formats, guardrails and the setup guide.
Our 30-Day "Put It to Work" Money-Back Guarantee
Set up your agents. Run them on your real work for 30 days. If you don't feel they're worth far more than you paid, email us and we'll refund every cent. No forms, no hoops, no hard feelings. All the risk is on us. The only way to lose is to keep doing it all yourself.
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Questions buyers ask
Meeting Notes & Follow-up: FAQ
What exactly do I get with the Meeting Notes & Follow-up?
Two files in one zip: prompt-pack.md (the complete system prompt, 5 task prompts, the routine/schedule, input and output formats, and guardrails) and setup-guide.md (step-by-step setup for Grok Bot, ChatGPT, Claude or Gemini). Files are emailed the same day you check out.
Who is the Meeting Notes & Follow-up for?
Managers, consultants, sales reps and anyone who leaves meetings with notes they never clean up.
Which AI tools and accounts does it need?
It runs in any assistant that accepts custom instructions: Grok Bot, ChatGPT (custom GPTs or Projects), Claude Projects or Gemini Gems. Inputs it works from: Transcript or notes, attendee list, meeting goal. Tools: A transcript (Zoom/Meet/Otter export) or pasted notes; optional calendar access. Scheduled runs and connectors depend on the features of your AI tool.
Will it send messages or change anything without my approval?
No. It is draft-first, with this rule built into the pack: "Never invent decisions, owners or dates; use OPEN / OWNER? / DATE?." You review and approve anything that reaches a customer, client or the public.
How long does setup take?
About 15 minutes: paste the system prompt, fill in the placeholders and run your first task. Suggested first run: Paste the transcript of your last meeting and compare task 1 output against your own memory.
What if it doesn't work for my business?
You're covered by our 30-day money-back guarantee. Put it to work on real tasks; if you're not happy, email us for a full refund.
How much does it cost?
We go over pricing with you on a quick call. Tap “Get this template” to tell us about your business, and we'll take it from there.
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