Have AI turn meeting notes into tasks

Teams derive tasks with owners from meeting notes so that decisions are actually implemented

Ready to goAI Act: no extra obligationsSummarising & taking minutesAll industries

Fits: Leaders & strategy · Sales · Marketing & communications · HR · Finance & accounting · Purchasing · Legal & compliance · IT & software development · Office, administration & casework · Production, engineering & maintenance · Research & development · Teaching & education · Creative & media production

Straight after the meeting, your notes become a task list with Who, What and By when. Decisions do not fizzle out, and missing responsibilities stand out immediately instead of at the next meeting.

Is this for you?

  • You have regular meetings where a lot is decided but little is followed up.
  • Someone takes notes, even if they are in bullet points and messy.
  • You have a task list, a planning board or at least a shared spreadsheet.
First step today

Take your notes from the last meeting, replace names with initials and use the template below to have a task list created. Compare it with what you would have noted as tasks yourself.

How to go about it

  1. Decide what counts as a task
  2. Provide the notes straight after the meeting
  3. Have the task list generated
  4. Compare the list with the notes
  5. Assign and enter the tasks
  6. Use the same structure for all meetings

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

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Same approach, other use cases

10 more use cases follow the pattern “Summarising & taking minutes”.

A-010 · Legal status 08.10.2026