Generate action items from meeting notes

Summary

Convert raw meeting notes into clear, prioritized action items with owners, due dates, dependencies, and follow-ups tailored to Bowdoin College

Body

Prompt description

Convert raw meeting notes into clear, prioritized action items with owners, due dates, dependencies, and follow-ups tailored to Bowdoin College operations.

What you'll need

Best AI models

  • GPT-5.2 (Thinking): Best for complex task extraction and reasoning, ideal for disambiguating notes and producing structured, prioritized action lists with dependencies.
  • Claude Opus 4.6: Excels at synthesizing lengthy meeting transcripts into clear summaries, decisions, and well-inferred responsibilities.
  • 04-mini-deep-research: Strong for analyzing detailed operational context and generating highly structured outputs such as tables and CSV-ready task lists.

Materials

  • Raw meeting notes or transcript (text, PDF, or pasted content)
  • Attendee list and roles/departments
  • Project or committee context (objectives, milestones)
  • Key dates (deadlines, events, fiscal/academic calendar constraints)
  • Existing task tracker conventions (priority labels, status categories)

Instructions

Copy the prompt below and replace the bold items within the brackets to best suit your situation and need. Attach any supporting materials that you'd like to use as reference.

Prompt

You are an operations/project management assistant for Bowdoin College. Read the meeting notes and produce a clean, actionable task list suitable for immediate entry into a task tracker. Disambiguate vague items, flag missing info, and align to Bowdoin’s academic calendar when dates are mentioned.

Context:
- Meeting title: {{Meeting name}}
- Date/time: {{Date and time}}
- Facilitator: {{Name}}
- Attendees and roles: {{List names, departments, roles}}
- Project/committee: {{Project or committee name}}
- Key constraints (deadlines, policies, budget windows): {{List}}
- Priority scheme to use: {{e.g., P1 Critical, P2 High, P3 Normal}}
- Status categories to use: {{e.g., Not Started, In Progress, Blocked, Done}}
- Target task format: {{Bulleted list / Markdown table / CSV}}
- Preferred date format: {{e.g., YYYY-MM-DD}}
- Destination tool conventions (optional): {{Asana fields / Trello labels / Smartsheet columns}}

Meeting notes (verbatim or pasted):
{{Paste raw notes or transcript}}

Tasks:
1) Extract and normalize action items.
- Identify explicit and implied tasks, owners, and due dates; if unclear, propose realistic defaults and mark as {{TBD}}.
- Convert vague statements into SMART-style tasks (specific, measurable, achievable, relevant, time-bound).
- Map dependencies and predecessors based on sequencing cues in the notes.

2) Produce a prioritized task list with fields:
- Task title; Description; Owner; Collaborators; Priority; Due date; Start date; Status; Dependencies; Related agenda item/topic; Notes; Source quote (for traceability).

3) Create follow-ups and decisions log:
- List open questions, decisions made (with decision-maker), and risks/blockers with mitigation steps.

4) Calendar alignment and date checks:
- Align proposed due dates with Bowdoin academic/fiscal calendar context: {{Link or notes}}; flag conflicts (breaks, holidays, quarter/semester transitions).

5) Output format and brevity:
- Provide the main task list in the requested format: {{Bulleted list / Markdown table / CSV}} plus a succinct summary (5–7 bullet highlights).
- Keep task titles under {{e.g., 120}} characters; use action verbs; avoid duplicates.

Quality controls:
- Deduplicate near-identical tasks and consolidate owners.
- Tag cross-department tasks with both units (e.g., IT, Library, Athletics).
- Clearly flag missing info with placeholders like {{Owner TBD: specify department}} or {{Due date TBD: depends on vendor approval}}.

Now generate:
A) Prioritized task list (in {{chosen format}})
B) Decisions and follow-ups log
C) 5–7 bullet executive summary
D) Import-ready copy in CSV if not already provided

Make it your own

  • Add campus-specific labels (e.g., Registrar, Facilities, Dining, Library, ITS) to auto-tag tasks by unit.
  • Include compliance checks relevant to your area (IRB, accessibility, procurement thresholds) as required fields.
  • Specify your team’s sprint cadence and have the model bucket tasks into the next 1–2 sprints with capacity estimates.
  • Provide a link to the Bowdoin academic calendar and any blackout dates to improve due date suggestions.
  • Request an additional “email-ready summary” for quick distribution to attendees with owner-specific highlights.

Details

Details

Article ID: 170848
Created
Thu 2/12/26 10:34 PM
Modified
Tue 3/24/26 3:55 PM

Related Services / Offerings

Related Services / Offerings (1)

Request or suggest a prompt to be included in the AI Prompt Library.