Home/Automations/Meeting Notes to Actions
BeginnerSaves 30 min/meeting

Meeting Notes to Actions

Raw notes to structured action items

The problem

Meeting notes sit in a doc but action items never get extracted or assigned.

The outcome

Structured action items with owners, deadlines, and a follow-up email draft.

What you need

Step by step

01

Create your project folder

bash
mkdir ~/meeting-notes
cd ~/meeting-notes
02

Add your notes

After your next meeting, dump your raw notes into a file called notes.md in the folder. Don't worry about formatting — messy is fine. That's the whole point.

03

Create the CLAUDE.md file

Create the CLAUDE.md with the instructions below, or download it.

04

Run it

bash
cd ~/meeting-notes
claude

Then tell Claude what to do:

Extract action items from my meeting notes and draft a follow-up email.
05

Send the follow-up

Claude generates structured action items AND a follow-up email draft. Copy the email into Gmail/Outlook and send. Done.

The CLAUDE.md file

Copy this into a file called CLAUDE.md in your project folder.

CLAUDE.md
# Meeting Notes to Action Items

Read the notes file in this folder (notes.md or any .txt/.md file).

## Extract

### Action Items
For each action item, extract:
- **What**: The specific task
- **Who**: The person responsible (if mentioned)
- **When**: The deadline (if mentioned, otherwise mark as "TBD")
- **Priority**: High/Medium/Low based on context

### Decisions Made
List any decisions that were explicitly made during the meeting.

### Open Questions
List anything that was raised but not resolved.

## Output

### actions.md
A clean markdown file with the three sections above, formatted as checklists.

### followup_email.md
Draft a follow-up email that:
- Thanks attendees
- Lists the key decisions
- Lists action items with owners and deadlines
- Asks for confirmation on open questions
- Tone: professional but friendly, concise

Keep the email under 200 words.

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