Level 2 · Guide 4 of 7

Turn meeting notes into a to-do list

Separate real commitments from ideas, and send the recap within the hour.

Time

About 5 minutes

You'll need
  • A Claude account
  • Notes from a meeting, however messy
When you're done
  • You can separate real commitments from ideas
  • You can send a clear recap within the hour

Most meetings end with good intentions and fuzzy notes. A week later nobody remembers who said they'd do what, or whether "maybe we should raise prices" was a decision or just talk.

Sending a clear recap soon after the meeting fixes most of that. Claude can write it for you in a minute.

Our example is a made-up crew meeting at a landscaping company.

Step 1: Paste your notes and say what you want back

The message box with a request for commitments, undecided ideas and a recap, followed by messy meeting notes.
Click the picture to make it bigger

Start a New chat. Paste your notes exactly as they are, typos and all. Above them, tell Claude what to make:

Copy this into Claude
Here are my rough notes from this morning's meeting. Turn them into: 1) a list of real commitments, with who and when, 2) ideas we talked about but did NOT agree to, 3) a short recap text I can send the team. Don't invent names or dates that aren't in the notes.

Step 2: Check the commitments against the ideas

Claude's answer split into Commitments, with who and when, and Discussed but not agreed.
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Claude splits the meeting in two:

  1. Commitments: who is doing what, and by when.
  2. Discussed but not agreed: ideas that were only talked about.

Step 3: Read the recap, and anything Claude flags

The recap text ready to send, followed by a note from Claude pointing out that the mulch order is due after the job that needs it.
Click the picture to make it bigger

Claude writes a short recap you can paste into a text or email to the team.

In our example it also caught a real problem: the mulch order was due Wednesday, but the job that needed the mulch was Friday of the same week, before the order would arrive. That's the kind of thing that slips past you when you're writing notes on your knee.

Screenshots taken September 24, 2026. Claude changes its look now and then. If a button has moved, look for the same words nearby.