Productivity / WORKFLOW

From meeting notes to reviewed actions

Create an action list without inventing commitments or losing accountability.

STEP 1

Prepare approved notes

Remove unnecessary private details and include the meeting date.

STEP 2

Extract, do not decide

Separate agreed decisions, committed actions, suggestions, and unanswered questions.

STEP 3

Confirm with the team

Verify owners and deadlines. Leave missing values explicit until someone confirms them.

STEP 4

Track the next step

Move confirmed actions into the team’s task system and keep a link to the notes. Start manually before adding automation.

Definition of done

You have one usable output, its claims have been checked, and the next responsible person knows what to do. Keep the original material for future revisions.