Summarise a meeting and extract the action list
A clean summary, the decisions and the actions with an owner, ten minutes after the meeting ends.
Beginner 15 min
The tools in this recipe
- tl;dvApp
Records and transcribes the meeting (Meet, Teams, Zoom), EU storage
Freemium · from 29 €Data with the vendorSecurity: nothing to flag
See the card → 100% local transcription when the meeting must not leave your machine (optional)
FreeData stays localSecurity: nothing to flag
See the card →- ClaudeApp
Writes the summary and the action list from the transcript
Freemium · from 18 €Data with the vendorSecurity: one caveat, see the card
See the card →
Step by step
- 1
Announce and record
Say the meeting is recorded at the start. With tl;dv, the note taker joins the call; with Buzz, record the room audio on your computer, nothing goes online.
- 2
Get the transcript
Export the transcript as plain text. Read the first five lines: if participant names are misrecognised, fix them once, the rest will be more reliable.
- 3
Ask for the summary
Paste the transcript into Claude with the prompt below. Ask for three separate blocks: decisions, actions, open points. A single mixed block is unusable.
- 4
Review before sending
Check each action against your own memory of the meeting. An action with no owner or no date will not happen: complete it.
- 5
Send
Send the summary within the hour. Later than that, people have moved on and challenge less what they have not reread.
Real example
- Situation
- 45-minute weekly meeting, 5 participants, 6,200-word transcript exported from tl;dv.
- What we asked / set
- Here is the transcript of an internal meeting. Write a summary in three blocks: 1) Decisions taken (one line each), 2) Actions (format: action, owner, due date; if the owner or the date is not said explicitly, write “to be confirmed”), 3) Open points. Do not invent any information absent from the transcript. Maximum length: one page.
- What we got
- Three blocks, 4 decisions, 7 actions of which 2 marked “to be confirmed”, 3 open points. Total time: 12 minutes, 8 of them reading.
Check by hand before using it
- ✓Every action has an owner and a date, or the mention “to be confirmed”.
- ✓No decision in the summary is absent from the transcript (search for it with Ctrl+F).
- ✓Quoted figures (amounts, dates, deadlines) match the transcript, not rounded versions.
Your data: precautions
- !Consent to recording is asked at every meeting, not once and for all.
- !An HR, legal or NDA-covered client meeting is transcribed locally (Buzz), not with a vendor.
- !Delete the source recording once the summary is approved: the transcript alone is enough.
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Each recipe was actually done. The tools cited are scored and rechecked every week; no placement is sold.