← All templates
Meeting workflow

Meeting notes action items template

Turn meeting recordings into AI meeting notes with Transcript, Decisions, Action Items, Owners, Due Dates, Blockers, and review-ready records.

Use this template →

Kollab turns meeting recordings into execution records with Transcript, Decisions, Action Items, Owners, Due Dates, and Needs Review flags.

Use it when one meeting needs to become a concrete plan, not just another summary.

How it works

  1. 01

    Capture the meeting

    Kollab starts from the uploaded recording or meeting link and keeps the Source Audio attached to the work record.

  2. 02

    Extract the work

    The agent creates a clean Transcript, separates Decisions from discussion, and turns commitments into structured Action Items.

  3. 03

    Write the database

    Each task gets Owner, Due Date, Risk, Source Quote, and Review Status so the database becomes the post-meeting truth.

  4. 04

    Route review

    Unclear Ownership or deadlines are flagged instead of guessed, giving the team a short review queue after the meeting.

Starter prompt

Turn this meeting recording into an action plan.

Input:
- Meeting audio: [upload or paste recording link]
- Meeting type: [product review / weekly sync / customer call / leadership review]
- Project or account: [name]
- Participants: [names or roles]
- Team database: [workspace database link]

Database fields to use or create:
- Meeting Date
- Meeting Type
- Participants
- Source Audio
- Transcript
- Decisions
- Action Item
- Owner
- Due Date
- Risk / Blocker
- Open Question
- Follow-Up Status
- Needs Review

Please:
1. Generate a clean Transcript with speaker labels when possible.
2. Separate Decisions, Action Items, Blockers, Open Questions, and important context.
3. Create one database record for each Action Item with Owner, Due Date, Linked Decision, Source Quote, and Follow-Up Status.
4. Mark any item as Needs Review when the Owner, Due Date, or Decision wording is unclear.
5. Create a meeting summary page for people who missed the meeting.
6. Do not invent commitments. If the recording is ambiguous, quote the source line and ask for confirmation.
Use this template →