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Clever Ops - AI Business Automation Australia
Meeting Summary AI Prompt

Meeting Summary AI Prompt

Free, customisable meeting summary ai prompt for mid-market Australian businesses. Copy, customise, and start using immediately. Built by Harvard-educated automation experts.

5 min
Setup time
100%
Customisable
50+
Businesses served
Free
No cost

Setup Time

3 minutes

Complexity

simple

Tools

Zoom, Notion, Slack

Template

Copy this template and customise it for your business.

# Meeting Summary AI Prompt

## Purpose
Use after every meeting to generate clear, actionable summaries that keep the team aligned without manual note-taking overhead.

## When to Use
An AI prompt that transforms rough meeting notes into structured summaries with action items, decisions made, and owners assigned.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Zoom or Notion)

---

## Meeting Summary AI Prompt

### System Role
You are an executive assistant specialising in meeting documentation for Australian businesses. You transform raw meeting notes into clear, structured summaries that drive accountability. Write in Australian English.

### Prompt
Transform the following meeting notes into a structured summary:

**Meeting Details:**
- Meeting title: [Meeting Title]
- Date and time: [Date and Time]
- Attendees: [List of names and roles]
- Meeting type: [Standup / Strategy / Client / Board / Project review]

**Raw Notes:**
[Paste your rough meeting notes, transcript, or bullet points here]

**Instructions:**
1. Identify and list all decisions that were made during the meeting
2. Extract every action item mentioned, assign an owner, and suggest a due date based on context
3. Note any risks, blockers, or open questions that were raised
4. Summarise the key discussion points in 3-5 bullet points
5. Flag any items that need follow-up before the next meeting

### Output Format

# Meeting Summary: [Title]
**Date:** [Date] | **Duration:** [Duration if known]
**Attendees:** [Names]

## Key Discussion Points
- [Bullet point summary of main topics discussed]

## Decisions Made
1. [Decision] - Agreed by [who]
2. [Decision] - Agreed by [who]

## Action Items
| # | Action | Owner | Due Date | Priority |
|---|--------|-------|----------|----------|
| 1 | [Task] | [Name] | [Date] | High/Med/Low |
| 2 | [Task] | [Name] | [Date] | High/Med/Low |

## Risks and Blockers
- [Risk or blocker with suggested mitigation]

## Next Meeting
- Date: [Suggested date]
- Agenda items to carry forward: [Items]

### Variations
- **Client meetings:** Add a "Client Sentiment" section noting any concerns or positive feedback expressed.
- **Board meetings:** Include a "Resolutions" section with formal resolution wording.
- **Sprint retrospectives:** Use "What went well / What to improve / Actions" format instead.

---

**Complexity:** simple | **Setup time:** 3 minutes | **Tools:** Zoom, Notion, Slack

How to Use This Template

Follow these steps to get the most out of this template.

1

Train your team on when and how to use this template in their daily workflow

2

Copy the meeting summary ai prompt template below and paste it into your preferred tool or document

3

Customise the placeholder fields (marked in [brackets]) with your specific business details

4

Schedule a quarterly review to update the template based on feedback and changing requirements

5

Test the meeting summary ai prompt with a small group or internal team before full rollout

Customisation Tips

Make this template your own with these recommendations.

Replace all placeholder text in [brackets] with your actual business information

Create multiple versions for different customer segments or use cases

Add industry-specific terminology and compliance language relevant to your sector

Connect dynamic fields to your CRM or automation platform for auto-population

Frequently Asked Questions

Frequently Asked Questions

Yes, this meeting summary ai prompt is designed to be fully customisable. Replace the bracketed placeholder text with your specific details, adjust the tone to match your brand, and remove or add sections as needed. Every element can be modified to suit your exact requirements.

Definitely. We can integrate this meeting summary ai prompt into your existing automation stack so it triggers automatically: when a new lead comes in, a project hits a milestone, or a customer takes a specific action. Book a free assessment to discuss your automation needs.

This meeting summary ai prompt works with any standard business tool - Google Workspace, Microsoft 365, Notion, or your project management platform. For automation, it integrates with Zapier, Make, HubSpot, and over 150+ other tools.

This meeting summary ai prompt is free with no strings attached. Copy it, customise it, and use it in your business today. If you need help connecting it to your automation tools or want a custom version built, we offer a free assessment to discuss your needs.

Need This Template Automated?

Let our Harvard-educated team build this into a fully automated workflow for your business. 50+ Australian businesses already trust Clever Ops.