Claude Prompt Library

120 Claude Prompts That Write Your Meeting Notes

120 copy-paste prompts

Drop in the transcript and Claude returns clean minutes, decisions, and action items with owners and deadlines. XML-structured prompts for every kind of meeting. Not "summarize this."

In short: This page contains 120 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 15 prompts are free instantly โ€” no signup needed. Hand-curated and tested by the AI Academy team.

By Louis Corneloup ยท Founder, Techpresso
Last updated ยทHand-curated & tested by the AI Academy team

Recaps & Summaries

20 prompts

Full Recap From a Raw Transcript

1/120

<context> I just finished [meeting type, e.g. a cross-functional planning session] for [team, e.g. product] and have the full transcript. I need a complete, faithful recap I can file and reference later. </context> <inputs> - Transcript: [paste full transcript] - Attendees: [names + roles] - Meeting date: [meeting date] - Purpose: [one line on why we met] </inputs> <task> Produce a comprehensive recap as a Markdown artifact. Walk the meeting from start to finish, capturing every distinct topic raised, the discussion around it, what was decided, and what was deferred. Do not compress two unrelated topics into one bullet. </task> <constraints> - Use only what is in the transcript; never invent specifics - Attribute decisions and commitments to the named person - Mark anything you cannot confirm as [unconfirmed] </constraints> <format> Markdown artifact: title with date, a 3-sentence overview, then H2 sections per topic, plus a final H2 "Action Items" table (owner, task, due date). </format>

Produces a complete, faithful, topic-by-topic written record of an entire meeting from its transcript.

๐Ÿ’ก

Pro tip: Save this as a Claude Project so every recap you generate inherits the same structure and tone.

One-Paragraph Executive TL;DR

2/120

<context> A busy [executive role, e.g. VP] needs the gist of my [meeting type] in under 30 seconds. No appetite for detail. </context> <inputs> - Transcript or notes: [paste full transcript] - What the exec cares about most: [e.g. timeline risk, budget, the launch decision] </inputs> <task> Write a single tight paragraph (4-6 sentences) that conveys the outcome, the one decision that matters, the main risk, and the single next step. Lead with the conclusion, not the chronology. </task> <constraints> - One paragraph only, no headings, no bullets - Plain business language, no meeting jargon - If nothing was decided, say so plainly </constraints> <format> Plain text, one paragraph, under 120 words. </format>

Distills an entire meeting into a single scannable paragraph aimed at a time-poor executive.

๐Ÿ’ก

Pro tip: Tell Claude exactly what the exec cares about up front and the paragraph will lead with that angle.

Topic-Segmented Summary With Clear Sections

3/120

<context> My [meeting type] covered several unrelated threads and people only want to read the parts relevant to them. </context> <inputs> - Transcript: [paste full transcript] - Known topics if any: [e.g. hiring, roadmap, budget] or write "detect them" </inputs> <task> First, identify every distinct topic discussed. Then write a self-contained summary for each one. Each topic block should stand alone so a reader can jump straight to the section they care about without reading the rest. </task> <constraints> - One H2 per topic, ordered by importance not chronology - Each block: 2-4 sentences of summary, then any decision or action under it - Do not merge loosely related topics </constraints> <format> Markdown artifact with an H2 per topic; under each, a short summary plus a "Decision" and "Next step" line where they exist. </format>

Breaks a multi-thread meeting into independent, jump-to topic sections readers can navigate.

๐Ÿ’ก

Pro tip: Add a one-line table of contents request at the top so long meetings get clickable anchors.

What Changed Since Last Meeting

4/120

<context> This is a recurring [meeting type] and what matters to my team is the delta, not a restatement of everything. </context> <inputs> - Previous meeting recap: [paste prior recap or notes] - This meeting transcript: [paste full transcript] </inputs> <task> Compare the two and surface only what is new or different. Cover: decisions reversed or updated, action items that progressed or slipped, new commitments, and topics dropped since last time. Explicitly note what stayed exactly the same so readers know it was not forgotten. </task> <constraints> - Anchor every change to the prior state ("was X, now Y") - Flag any prior action item that went unmentioned this time as [no update given] </constraints> <format> Markdown with three sections: "New Since Last Time", "Changed / Updated", "Still Open (no change)". </format>

Surfaces only the meaningful delta between this meeting and the last so nobody re-reads stale context.

๐Ÿ’ก

Pro tip: Chain this after your full-recap prompt: feed last week's recap as the prior-state input each time.

Catch-Up Recap for Someone Who Missed It

5/120

<context> A teammate, [name/role], missed this [meeting type] and needs to get fully up to speed and know what they personally owe. </context> <inputs> - Transcript: [paste full transcript] - The absent person: [name + their area, e.g. design lead] </inputs> <task> Write a friendly catch-up briefing addressed to this person. Give them what they need to know in plain terms, highlight anything that affects their area, and clearly call out any action item, question, or decision that involves or is now waiting on them. </task> <constraints> - Second person ("here is what you missed") - Separate "things you should know" from "things you need to do" - Keep it warm but efficient </constraints> <format> Markdown: a short intro paragraph, a "What you missed" bullet list, and a bolded "What you owe" list with due dates. </format>

Generates a personalized get-up-to-speed briefing that flags exactly what the absent person must act on.

๐Ÿ’ก

Pro tip: Name the absent person's function so Claude knows which threads to spotlight for them.

Narrative-Style Minutes That Read Like a Story

6/120

<context> For [meeting type], my org keeps formal narrative minutes that read as flowing prose rather than terse bullets, for the record. </context> <inputs> - Transcript: [paste full transcript] - Attendees: [names + roles] - Chair: [name] </inputs> <task> Write the minutes as connected, professional prose that walks through the meeting in order: how each item was introduced, the substance of the discussion, points of agreement and disagreement, and the resolution reached. It should read as a coherent account, not a list. </task> <constraints> - Past tense, third person, neutral and formal register - Name speakers when they made a substantive point or motion - No bullet points except for the final resolutions list </constraints> <format> Markdown artifact: header block (date, attendees, chair), narrative body in paragraphs, then a short "Resolutions" list at the end. </format>

Writes formal, flowing prose minutes suitable for an official record rather than a bullet dump.

๐Ÿ’ก

Pro tip: Provide the chair's name so motions and rulings are attributed correctly in the narrative.

Slack-Ready Recap Message

7/120

<context> I need to drop a quick recap of my [meeting type] into a Slack channel right after we hang up. It has to be skimmable on a phone. </context> <inputs> - Transcript or quick notes: [paste full transcript] - Channel audience: [e.g. the whole eng team] </inputs> <task> Write a short, punchy Slack post that recaps the meeting. Lead with a one-line summary, then the key decisions and action items. Keep it tight enough that nobody scrolls past it. </task> <constraints> - Use Slack-friendly formatting: short lines, emoji section markers, @mentions written as [@owner] placeholders - No tables, no long paragraphs - Under 200 words total </constraints> <format> Plain text formatted for Slack: a bold one-liner, a "Decisions" mini-list, an "Action items" mini-list with [@owner] tags, and a closing line for questions. </format>

Creates a phone-friendly, skimmable recap message ready to paste straight into a Slack channel.

๐Ÿ’ก

Pro tip: Ask for the action items as [@owner] placeholders so you just swap in real handles before posting.

Stakeholder Email Recap

8/120

<context> After my [meeting type], I send a recap email to stakeholders who were not in the room, including [e.g. leadership and the client]. </context> <inputs> - Transcript or notes: [paste full transcript] - Recipients: [names/roles, internal or external] - Tone: [e.g. confident and reassuring] </inputs> <task> Draft a polished recap email. Open with a one-line outcome, summarize what was discussed and agreed at the right altitude for senior readers, list clear next steps with owners, and close with a forward-looking line. Make it ready to send with minimal edits. </task> <constraints> - Include a subject line - No internal jargon or inside references the recipients would not get - Keep the body under 250 words </constraints> <format> Subject line, then email body with a greeting, 1-2 short paragraphs, a brief "Next steps" list, and a sign-off placeholder [your name]. </format>

Drafts a send-ready stakeholder email that recaps the meeting at an appropriate senior altitude.

๐Ÿ’ก

Pro tip: Specify whether recipients are internal or external so Claude calibrates how much it explains.

Toggleable Bullets-or-Prose Summary

9/120

<context> Different readers of my [meeting type] want the recap in different shapes. Some want quick bullets, others want readable prose. </context> <inputs> - Transcript: [paste full transcript] </inputs> <task> Produce the same recap twice from the same source: once as a tight bulleted version for skimmers, and once as a flowing prose version for people who want the narrative. The content must match across both; only the format differs. </task> <constraints> - The two versions must cover identical facts and decisions - Bulleted version: nested bullets, no full sentences where a fragment will do - Prose version: connected paragraphs, no bullets </constraints> <format> Markdown artifact with two H2 sections: "Quick Bullets" and "Full Prose", drawn from the same underlying summary. </format>

Delivers the same meeting recap in both a skimmable bullet form and a readable prose form.

๐Ÿ’ก

Pro tip: Once generated, just delete whichever half a given audience does not need before sharing.

Multi-Meeting Digest Rollup

10/120

<context> I attend several [meeting type] sessions in a [period, e.g. day or week] and want one consolidated digest instead of separate recaps. </context> <inputs> - Meeting 1 (name + transcript/notes): [paste] - Meeting 2 (name + transcript/notes): [paste] - Meeting 3 (name + transcript/notes): [paste] - Period covered: [e.g. week of June 8] </inputs> <task> Roll all the meetings into a single digest. Group what emerged by theme across meetings rather than meeting-by-meeting, surface cross-meeting connections or conflicts, and produce one consolidated action list deduplicated across sessions. </task> <constraints> - Note which meeting each point came from in parentheses - Flag any decision in one meeting that contradicts another - Deduplicate overlapping action items into a single owner line </constraints> <format> Markdown artifact: a top overview, theme-based H2 sections, then one master "Action Items" table tagged by source meeting. </format>

Consolidates several meetings into one theme-organized digest with a single deduplicated action list.

๐Ÿ’ก

Pro tip: Paste each meeting under a clear name header so the source tags in the digest stay accurate.

Key Quotes and Highlights Extraction

11/120

<context> For my [meeting type], the most useful artifact is the handful of sharp moments: the decisive statements, strong opinions, and memorable lines. </context> <inputs> - Transcript: [paste full transcript] - What I want to capture: [e.g. commitments, objections, customer verbatims] </inputs> <task> Extract the highest-signal quotes from the transcript. For each, give the speaker, the near-verbatim quote, and one line of context on why it mattered. Prioritize moments that signal a decision, a risk, a strong stance, or a notable insight. </task> <constraints> - Quotes must be near-verbatim from the transcript, cleaned only for filler words - 8-12 quotes maximum, ranked by importance - Do not paraphrase a quote into something the person did not say </constraints> <format> Markdown list; each item: bolded speaker, the quote in straight quotation marks, then a one-line "why it matters". </format>

Pulls the most important near-verbatim quotes and highlights, each with speaker and significance.

๐Ÿ’ก

Pro tip: Tell Claude what kind of moment you hunt for (commitments, objections) to bias the extraction.

Read the Room: Tone and Sentiment

12/120

<context> Beyond the facts of my [meeting type], I want to understand the mood: enthusiasm, friction, hesitation, or alignment. </context> <inputs> - Transcript: [paste full transcript] - Attendees: [names + roles] </inputs> <task> Analyze the emotional and interpersonal dynamics. Assess overall sentiment, where energy was high or low, points of visible tension or disagreement, who seemed bought-in versus hesitant, and any unspoken-but-implied concerns. Ground every read in specific moments from the transcript. </task> <constraints> - Distinguish clearly between observed evidence and your inference - Be tactful and professional, not gossipy - If sentiment is hard to read in text, say so rather than overclaiming </constraints> <format> Markdown: "Overall mood" summary, "Moments of friction", "Strong alignment", "Watch-outs", each with a cited line as evidence. </format>

Gives a tactful, evidence-grounded read of the meeting's mood, tensions, and alignment.

๐Ÿ’ก

Pro tip: Keep this read private; use it to plan follow-ups rather than sharing it back to attendees.

Jargon-Free Version for Executives

13/120

<context> My [meeting type] is dense with [domain, e.g. engineering] jargon. Leadership needs the substance without needing the vocabulary. </context> <inputs> - Transcript or technical notes: [paste full transcript] - Reader's background: [e.g. non-technical exec who owns budget] </inputs> <task> Rewrite the recap in plain, executive-grade language. Translate every acronym and technical term into business impact: what it means, why it matters, what it costs or unlocks. Strip the how, keep the so-what. </task> <constraints> - No unexplained acronyms; expand or replace each one - Frame technical points in terms of risk, time, money, or customer impact - Keep it short; executives will not read three pages </constraints> <format> Markdown: a plain-English summary paragraph, then a "What this means for the business" bullet list, then "Decisions you should be aware of". </format>

Translates a jargon-heavy meeting into plain executive language framed around business impact.

๐Ÿ’ก

Pro tip: State the reader's exact role so Claude pitches the analogies and stakes at the right level.

Timestamped Summary You Can Skim

14/120

<context> My [meeting type] transcript includes timestamps and I want a summary I can use to jump to the right point in the recording. </context> <inputs> - Timestamped transcript: [paste full transcript with timestamps] - Meeting length: [e.g. 52 minutes] </inputs> <task> Build a chronological summary that maps each major segment of the meeting to its time range. For each segment give the start time, a short heading, and a 1-2 sentence summary, so someone can scrub straight to the part they need. </task> <constraints> - Use the actual timestamps from the transcript; do not invent them - Group into meaningful segments, not every minute - Note where the single most important decision happened with its timestamp </constraints> <format> Markdown table with columns: Time, Segment, Summary; plus a "Jump to the decision" callout below it. </format>

Produces a timestamped, scrubbable map of the meeting so readers can jump to any segment.

๐Ÿ’ก

Pro tip: Make sure your transcript export includes timestamps; without them this prompt falls back to plain segments.

Split Decisions From Open Discussion

15/120

<context> In my [meeting type], a lot gets discussed but only some of it is actually settled. People keep confusing the two afterward. </context> <inputs> - Transcript: [paste full transcript] </inputs> <task> Sort everything into two clean buckets. "Decided" = anything genuinely resolved, with the decision and its owner. "Still Open" = anything raised but not concluded, including the options on the table and what is blocking a decision. Be strict: if it was not clearly agreed, it is open. </task> <constraints> - Do not promote a leaning or a "probably" into a decision - For each open item, note what is needed to close it and who should drive it - Cite the moment a decision was made where possible </constraints> <format> Markdown with two H2 sections, "Decided" and "Still Open"; decisions as a list with owners, open items as a list with blocker + next mover. </format>

Cleanly separates what was truly decided from what is still unresolved and what would close it.

๐Ÿ’ก

Pro tip: Run this before sending any recap to stop fragile leanings from being mistaken for firm decisions.

Transcript to a Clean Wiki Doc

16/120

<context> I want my [meeting type] to live as a permanent, well-structured page in our [tool, e.g. Notion or Confluence] wiki, not just a chat recap. </context> <inputs> - Transcript: [paste full transcript] - Meeting date and series: [meeting date, e.g. Q3 Planning #2] - Attendees: [names + roles] </inputs> <task> Turn the transcript into a clean, evergreen wiki document. Use a clear metadata header, a summary callout, well-organized body sections with descriptive headings, a decisions log, and an action-item table. Write it so someone finding this page in six months understands it cold. </task> <constraints> - Self-explanatory headings, no inside shorthand - Include a metadata block: date, attendees, related docs placeholder - Markdown that pastes cleanly into a wiki editor </constraints> <format> Single Markdown artifact: metadata block, summary callout, H2 body sections, "Decisions" list, "Action Items" table, "Open Questions" list. </format>

Converts a transcript into a clean, evergreen wiki page that will still make sense months later.

๐Ÿ’ก

Pro tip: Connect Claude's Notion integration and you can have it create the page directly instead of pasting.

Recurring Meeting Rollup Over Several Weeks

17/120

<context> I run a recurring [meeting type] and periodically need a rollup showing how things have evolved across the last several sessions. </context> <inputs> - Recaps from prior sessions: [paste recap 1], [paste recap 2], [paste recap 3], [paste recap 4] - Time span: [e.g. last 4 weeks] </inputs> <task> Synthesize the series into a trend-focused rollup. Track how key initiatives progressed week over week, which action items kept slipping, what decisions stuck versus got revisited, and what themes are recurring. Surface patterns a single recap would miss. </task> <constraints> - Treat the inputs as a timeline; show direction of travel, not just a list - Explicitly flag any action item open across multiple sessions - Call out recurring blockers </constraints> <format> Markdown: "Trajectory" overview, a per-initiative progress mini-timeline, a "Chronically open items" list, and "Emerging themes". </format>

Synthesizes several sessions of a recurring meeting into a trend and progress rollup.

๐Ÿ’ก

Pro tip: Keep each weekly recap in one place so you can feed the last few straight into this rollup.

Polish Verbatim Notes Into Clean Notes

18/120

<context> I scribbled rough live notes during my [meeting type]: fragments, abbreviations, and half-sentences. I need them cleaned into shareable notes. </context> <inputs> - My raw notes: [paste your messy notes] - Context to interpret them: [e.g. what the abbreviations mean] </inputs> <task> Turn my rough notes into clean, well-organized notes without adding facts I did not capture. Expand obvious abbreviations, complete fragmented thoughts into proper sentences, group related points, and fix structure, while staying strictly faithful to what I wrote. </task> <constraints> - Do not invent details, names, or numbers that are not in my notes - Where my note is genuinely ambiguous, flag it as [unclear, confirm] - Preserve my intent; clean the form, not the meaning </constraints> <format> Markdown: a tidy "Summary", organized "Notes" sections, and a short "To confirm" list of anything ambiguous. </format>

Cleans messy, fragmented live notes into polished, shareable notes without fabricating content.

๐Ÿ’ก

Pro tip: Tell Claude what your shorthand and abbreviations mean so it expands them correctly instead of guessing.

Recap That Flags Unclear or Unconfirmed Items

19/120

<context> My [meeting type] had moments that were vague, talked-over, or left hanging. I want a recap that is honest about what is not actually nailed down. </context> <inputs> - Transcript: [paste full transcript] </inputs> <task> Write a normal recap, but be rigorous about uncertainty. As you summarize, explicitly mark anything that was ambiguous, contradicted, assumed without confirmation, or where an owner or date was never stated. Produce a dedicated list of everything that needs follow-up clarification before this recap can be trusted. </task> <constraints> - Use [unconfirmed] inline for any claim not clearly stated - Do not smooth over gaps to make the recap look complete - For each flagged item, suggest the specific question that would resolve it </constraints> <format> Markdown: a standard recap with inline [unconfirmed] tags, followed by a prominent "Needs clarification" list of open questions to chase. </format>

Delivers a recap that openly flags every vague, contradicted, or unconfirmed point for follow-up.

๐Ÿ’ก

Pro tip: Send the 'Needs clarification' list back to attendees the same day while memories are fresh.

Bilingual Recap for a Mixed-Language Team

20/120

<context> My [meeting type] includes people who work in different languages, and I need the recap to be readable for all of them. </context> <inputs> - Transcript: [paste full transcript] - Source language: [e.g. English] - Target language: [e.g. Spanish] </inputs> <task> Produce a faithful recap and present it bilingually so both language groups can use the same document. Summarize once, then provide the full recap in both the source and target language with matching structure, preserving names, numbers, and technical terms exactly. </task> <constraints> - Keep proper nouns, product names, and figures identical across both versions - Translate naturally, not word-for-word; idioms should read native in the target language - Note any term that does not translate cleanly with a short bracketed gloss </constraints> <format> Markdown artifact with two top-level sections, one per language, each containing the same summary, decisions, and action items in mirrored structure. </format>

Generates one shared recap presented in two languages with mirrored structure for a mixed-language team.

๐Ÿ’ก

Pro tip: Confirm the target language's regional variant (e.g. LatAm vs European Spanish) for the most natural phrasing.

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Action Items & Follow-ups

20 prompts

Extract Owners, Tasks and Due Dates

21/120

<context> I need a clean action-item list from [meeting type, e.g. weekly product sync] so nothing slips through. </context> <inputs> - Notes/transcript: [paste transcript or notes] - Attendees: [names and roles] - Today's date: [date] </inputs> <task> Extract every commitment as a table with columns: Owner, Action, Due Date, Priority, Confidence. Infer a due date only when clearly implied by the discussion and mark it [inferred]. Set Confidence to High/Medium/Low based on how explicit the commitment was. </task> <constraints> - One row per discrete action, no bundling - If no owner was named, put [unassigned] and flag it - Quote the trigger phrase from the notes in a final column for traceability </constraints> <format> Markdown table sorted by due date, then a short bullet list of anything ambiguous I should confirm. </format>

Pulls every commitment from a meeting into an owner/task/due-date table with confidence flags.

๐Ÿ’ก

Pro tip: Paste your team roster first so Claude can resolve first-name-only mentions to full owners.

Draft a Personalized Chase Email Per Owner

22/120

<context> After [meeting name] I want to send each owner a short note listing only the items they committed to. </context> <inputs> - Notes/transcript: [paste transcript or notes] - My name and role: [name, role] - Tone: [warm but direct] </inputs> <task> Group every action item by owner, then draft one email per owner containing only their items. Each email should open with one friendly line, list their actions with due dates, and close with a single clear ask to confirm. </task> <constraints> - Keep each email under 120 words - Never include another person's tasks in someone's email - Use the recipient's first name in the greeting </constraints> <format> For each owner: a heading with their name, a Subject line, then the email body. </format>

Generates a tailored follow-up email for each person containing only their own action items.

๐Ÿ’ก

Pro tip: Tell Claude your send timezone so it phrases deadlines as relative dates like 'by end of Thursday'.

Convert Actions to Task-Manager Import Format

23/120

<context> I want to bulk-import this meeting's action items into [task manager, e.g. Asana]. </context> <inputs> - Notes/transcript: [paste transcript or notes] - Target tool: [Asana / Jira / Linear / Notion] - Default project or board: [project name] </inputs> <task> Turn each action item into an importable task row. Map fields appropriately for the chosen tool: Task Name, Assignee, Due Date, Project, Priority, and a one-line Description. </task> <constraints> - Use ISO date format YYYY-MM-DD - Leave Assignee blank and flag it if no owner was named - Do not invent statuses the tool does not support </constraints> <format> A CSV code block with a header row, ready to paste or upload. Below it, note any field I must map manually in the tool. </format>

Reshapes raw action items into a clean CSV ready to import into your task manager.

๐Ÿ’ก

Pro tip: Name the exact tool so Claude uses its native field names and date format instead of generic ones.

Build a RACI From the Discussion

24/120

<context> This [project/initiative] meeting left ownership fuzzy and I need a RACI to clarify accountability. </context> <inputs> - Notes/transcript: [paste transcript or notes] - Key workstreams or deliverables discussed: [list, or "infer from notes"] - Stakeholders: [names and roles] </inputs> <task> Build a RACI matrix where rows are deliverables or decisions and columns are stakeholders. Assign R, A, C, or I to each cell based on what was actually said. Ensure exactly one Accountable per row. </task> <constraints> - Where the notes do not specify a role, mark the cell [TBD] rather than guessing - Flag any deliverable with no clear Accountable owner </constraints> <format> Markdown RACI table, followed by a short list of gaps to resolve before work starts. </format>

Translates a loose discussion into a structured RACI matrix with one accountable owner per item.

๐Ÿ’ก

Pro tip: Ask Claude to highlight rows where the same person is both Responsible and Accountable to catch overload.

Map Dependencies Between Action Items

25/120

<context> Several action items from [meeting] depend on each other and I need to see the sequence. </context> <inputs> - Action items: [paste action list or transcript] - Owners: [names] - Hard deadline for the overall goal: [date, if any] </inputs> <task> Identify which action items block or depend on others. Produce a dependency map showing predecessors and successors, then flag the critical path. Call out any item that is a bottleneck because multiple others wait on it. </task> <constraints> - Base dependencies only on logical or stated relationships, not assumptions - Mark inferred dependencies as [inferred] </constraints> <format> First a table: Item, Depends On, Blocks, Critical Path (Y/N). Then a simple text-based sequence diagram showing the order of work. </format>

Surfaces which action items block others and highlights the critical path to the goal.

๐Ÿ’ก

Pro tip: Add the final deadline so Claude can flag dependencies that make the timeline unrealistic.

Surface Open Items From Last Meeting

26/120

<context> I want to know which action items from the previous meeting are still open going into this one. </context> <inputs> - Last meeting's action items: [paste prior action list] - This meeting's notes/transcript: [paste current notes] - Today's date: [date] </inputs> <task> Compare the two sets. For each prior action item, classify it as Done, In Progress, Still Open, or Dropped, citing the evidence from this meeting's notes. For Still Open items, note whether a new due date was given. </task> <constraints> - If an item was not mentioned at all, mark it Status Unknown rather than assuming Done - Preserve the original owner unless reassigned in the new notes </constraints> <format> Markdown table: Item, Owner, Prior Due Date, Current Status, Evidence, New Due Date. End with a short list of overdue items needing immediate attention. </format>

Reconciles last meeting's commitments against the latest notes to flag what is still outstanding.

๐Ÿ’ก

Pro tip: Keep a running action log so each meeting Claude only has to diff two lists, not rebuild from scratch.

Pull Out Just My Personal Action List

27/120

<context> I only want the action items that I personally own, ignoring everyone else's. </context> <inputs> - Notes/transcript: [paste transcript or notes] - My name and any nicknames: [name, nickname] - Today's date: [date] </inputs> <task> Find every commitment assigned to me, including ones phrased as "you should", "can you", or implied by context. Turn them into a personal to-do list with due dates and a suggested order to tackle them. </task> <constraints> - Include items where I implicitly accepted a task, even if my name was not said - Exclude anything owned by someone else - Mark any item where my ownership is ambiguous as [confirm I own this] </constraints> <format> A checklist using - [ ] items, ordered by due date, with priority labels. </format>

Filters a full meeting down to only the tasks you personally committed to, as a checklist.

๐Ÿ’ก

Pro tip: Include your nicknames and initials so Claude catches informal assignments aimed at you.

Group Action Items by Team or Function

28/120

<context> This cross-functional meeting produced actions across [teams, e.g. eng, design, marketing] and I want them grouped by team. </context> <inputs> - Notes/transcript: [paste transcript or notes] - Team mapping: [owner to team, or "infer from roles"] </inputs> <task> Cluster every action item under the owning team or function. Within each team, list items with owner, due date, and priority. Note any action that spans two teams and needs coordination. </task> <constraints> - If an owner's team is unknown, place the item under [Unassigned Team] and flag it - Do not duplicate an item across teams; place cross-team items once and label them shared </constraints> <format> A section per team with a sub-table of its actions, then a short "Cross-team handoffs" list. </format>

Organizes a cross-functional meeting's actions into clean per-team buckets with handoff flags.

๐Ÿ’ก

Pro tip: Provide an owner-to-team map up front so Claude does not guess organizational boundaries.

Turn Actions Into Calendar Holds

29/120

<context> I want my action items from [meeting] blocked onto my calendar so I actually do them. </context> <inputs> - My action items: [paste my actions or transcript] - My working hours and timezone: [e.g. 9-5 ET] - Today's date and any fixed deadlines: [details] </inputs> <task> For each action, estimate the focused time it needs and propose a calendar hold before its due date. Avoid stacking everything on one day; spread holds sensibly across available time. </task> <constraints> - Respect stated working hours and do not schedule on weekends unless I say otherwise - Use realistic durations; flag anything that needs more than a 90-minute block to be split </constraints> <format> A table: Action, Estimated Duration, Suggested Day, Suggested Time Block, Due Date. Then the same holds as ICS-style VEVENT lines I can adapt. </format>

Converts your action items into realistically scheduled, time-boxed calendar holds.

๐Ÿ’ก

Pro tip: Give Claude your real working hours so it never proposes a block during your standing meetings.

List Blockers Needing Escalation

30/120

<context> Some action items are stuck on things outside the team's control and I need an escalation list for [leader/sponsor]. </context> <inputs> - Notes/transcript: [paste transcript or notes] - Who can unblock things: [names and what they own] </inputs> <task> Identify every blocker raised: missing decisions, resource gaps, external dependencies, or approvals. For each, state what is blocked, why, who needs to act, and the impact if it is not resolved. Recommend the escalation owner. </task> <constraints> - Only list genuine blockers, not normal in-progress work - Rank by impact and urgency - Be specific about the exact decision or resource needed </constraints> <format> A prioritized table: Blocker, Blocked Item, Owner Needed, Impact if Unresolved, Escalate To. Then a 3-sentence summary I can paste into a message to leadership. </format>

Isolates true blockers from a meeting and packages them into an escalation-ready list.

๐Ÿ’ก

Pro tip: Name who can unblock each area so Claude routes each escalation to the right decision-maker.

Build a Who-Owns-What Table

31/120

<context> After [meeting] I want a single clear table of who owns what so there is no confusion later. </context> <inputs> - Notes/transcript: [paste transcript or notes] - Attendees: [names and roles] </inputs> <task> Produce a clean ownership table: every deliverable, decision, and action mapped to its single owner. Where ownership was shared or unclear, surface it explicitly. </task> <constraints> - One primary owner per item; list any supporting contributors separately - Flag every item that left the meeting without a clear owner - Do not merge distinct deliverables under one row </constraints> <format> Markdown table: Item, Type (Deliverable/Decision/Action), Primary Owner, Supporting, Status. Below it, a short "Needs an owner" callout list. </format>

Produces a single authoritative table mapping every item to a clear primary owner.

๐Ÿ’ก

Pro tip: Ask Claude to bold any row missing an owner so the gaps jump out at a glance.

Track Who Promised What

32/120

<context> I want a commitment tracker capturing exactly what each person promised in [meeting], in their own words. </context> <inputs> - Transcript: [paste transcript] - Today's date: [date] </inputs> <task> Extract every explicit verbal commitment ("I'll", "I will", "I can have it by"). Capture who promised it, the promise, the stated timeframe, and the verbatim quote. Distinguish firm commitments from soft intentions ("I might", "I'll try"). </task> <constraints> - Use only what was actually said; do not strengthen soft language into firm commitments - Mark vague timeframes as [no firm date] </constraints> <format> A table: Person, Commitment, Timeframe, Firmness (Firm/Soft), Quote. Then a short list of soft intentions worth converting into firm commitments. </format>

Logs every spoken promise with its verbatim quote, separating firm commitments from soft intentions.

๐Ÿ’ก

Pro tip: Use a transcript rather than notes here so the verbatim quote column stays accurate and defensible.

Draft a Next-Steps Slide

33/120

<context> I need a single clean next-steps slide to share after [meeting] with execs and the team. </context> <inputs> - Action items / notes: [paste transcript or actions] - Audience: [e.g. leadership review] - Overall goal or deadline: [details] </inputs> <task> Distill the action items into a presentation-ready next-steps slide. Show at most 5-7 grouped next steps, each with an owner and target date, plus one line on the headline goal. </task> <constraints> - Be concise and outcome-focused; no meeting minutiae - Group granular tasks into themes so the slide is not crowded - Plain, confident language </constraints> <format> Slide title, a one-line objective, a bulleted next-steps list (Step - Owner - Date), and an optional footer with the next checkpoint. </format>

Condenses meeting actions into a crisp, presentation-ready next-steps slide.

๐Ÿ’ก

Pro tip: Tell Claude the audience so it pitches the altitude right; execs want themes, teams want specifics.

Build the Follow-Up Meeting Agenda

34/120

<context> I am scheduling the follow-up to [meeting] and want an agenda driven by the open action items. </context> <inputs> - This meeting's action items and decisions: [paste] - Follow-up meeting length: [e.g. 30 min] - Attendees: [names] </inputs> <task> Build a timeboxed agenda for the follow-up. Lead with status checks on open actions, then unresolved decisions, then new topics. Allocate minutes per item and assign a discussion lead. </task> <constraints> - Total time must fit the stated meeting length - Put the highest-stakes or most-blocked items first - Include a 2-minute close for assigning new actions </constraints> <format> A table: Agenda Item, Lead, Minutes, Goal of Discussion. End with a one-line meeting objective at the top. </format>

Generates a timeboxed follow-up agenda built around the open items from the prior meeting.

๐Ÿ’ก

Pro tip: State the exact meeting length so Claude's minute allocations actually sum to the time you have.

Write a Polite Accountability Nudge

35/120

<context> An action item from [meeting] is approaching or past its due date and I want to nudge the owner without sounding pushy. </context> <inputs> - The action and its owner: [item, owner] - Original due date and today's date: [dates] - Relationship and tone: [peer / report / cross-team, friendly] </inputs> <task> Draft a short, warm accountability nudge. Acknowledge they are busy, restate the specific item and date, offer help or to remove a blocker, and ask for a quick status. </task> <constraints> - No guilt-tripping or passive aggression - Under 80 words - End with one clear, easy-to-answer question </constraints> <format> A Subject line and message body. Then a slightly firmer alternate version in case the first nudge goes unanswered. </format>

Writes a friendly, low-friction nudge to move a stalled action item forward.

๐Ÿ’ก

Pro tip: Ask for the firmer alternate version up front so you have an escalation ready if the first is ignored.

Convert Each Action Into a Ticket Template

36/120

<context> Each action item from [meeting] should become a well-formed ticket in [tracker, e.g. Jira/Linear]. </context> <inputs> - Action items / notes: [paste transcript or actions] - Tracker: [Jira / Linear / GitHub Issues] - Default labels or components: [list] </inputs> <task> For each action item, write a complete ticket: a clear title, a description with context, acceptance criteria, owner, priority, and suggested labels. Phrase titles as actions and acceptance criteria as testable bullet points. </task> <constraints> - Acceptance criteria must be specific and verifiable, not vague - Include enough context that someone not in the meeting could pick it up - Leave owner blank and flag if none was named </constraints> <format> One ticket per action, each as a titled block with fields: Title, Description, Acceptance Criteria, Owner, Priority, Labels. </format>

Expands each action item into a fully-formed, pick-up-ready ticket with acceptance criteria.

๐Ÿ’ก

Pro tip: Insist on testable acceptance criteria so tickets close on objective evidence, not opinion.

Priority-Rank the Actions With Reasoning

37/120

<context> There are more action items from [meeting] than the team can do at once and I need a defensible priority order. </context> <inputs> - Action items: [paste action list] - Key goal or deadline this serves: [details] - Any known constraints: [capacity, dependencies] </inputs> <task> Rank every action by priority using impact, urgency, effort, and dependency as criteria. Give each a tier (P0-P3) and a one-sentence rationale tying it to the goal. Call out quick wins (high impact, low effort) separately. </task> <constraints> - Every ranking must include explicit reasoning, not just a label - Be honest when two items are genuinely tied </constraints> <format> A ranked table: Rank, Action, Priority Tier, Impact, Effort, Rationale. Then a short "Do first" shortlist of quick wins. </format>

Orders the action items into defensible priority tiers, each with explicit reasoning.

๐Ÿ’ก

Pro tip: Name the single goal these actions serve so Claude ranks by contribution, not gut feel.

Infer Realistic Deadlines Where None Were Given

38/120

<context> Many action items from [meeting] have no due date and I need sensible deadlines proposed. </context> <inputs> - Action items: [paste action list] - Overall milestone or hard deadline: [date, if any] - Today's date and team cadence: [e.g. weekly sprints] </inputs> <task> For each dateless action, propose a realistic due date. Base it on effort, dependencies, the overall milestone, and the team's cadence. Explain the reasoning behind each proposed date in one line. </task> <constraints> - Clearly mark every proposed date as [proposed] versus any date that was actually stated - Work backward from the milestone so the dates are internally consistent - Do not bunch everything on the final day </constraints> <format> A table: Action, Owner, Stated Date, Proposed Date, Reasoning. End with a note on any actions that cannot fit before the milestone. </format>

Assigns realistic, reasoned deadlines to action items that left the meeting undated.

๐Ÿ’ก

Pro tip: Give Claude the hard milestone so it can schedule backward and catch an impossible timeline early.

Suggest Sensible Delegation

39/120

<context> Too many action items from [meeting] landed on a few people and I want delegation suggestions to balance the load. </context> <inputs> - Action items with current owners: [paste action list] - Team and their strengths or availability: [names, skills, capacity] </inputs> <task> Spot owners who are overloaded and actions that could be delegated. For each, suggest a better-suited or less-loaded owner and explain why, including what context they would need to take it on. </task> <constraints> - Only suggest delegation where it genuinely fits the person's skills or capacity - Keep accountability clear; note where the original owner should still oversee - Do not delegate items that truly require the named owner </constraints> <format> A table: Action, Current Owner, Suggested Owner, Why, Handoff Notes. Then a one-line load summary showing item counts per person before and after. </format>

Rebalances an uneven action list by suggesting fitting delegates with handoff context.

๐Ÿ’ก

Pro tip: Share each person's current load so Claude balances by real capacity, not just by skill match.

Weekly Rollup of Actions Across Meetings

40/120

<context> I want one weekly digest combining action items from all my meetings this week. </context> <inputs> - Notes or action lists from each meeting: [paste multiple, labeled by meeting and date] - My name: [name] - Week ending date: [date] </inputs> <task> Merge all action items into a single rollup. De-duplicate items that appeared in more than one meeting, and group everything by status: Overdue, Due This Week, Upcoming, Done. Within each group, show owner, source meeting, and due date. </task> <constraints> - Merge duplicates and note which meetings they came from - Sort each group by due date - Surface a "needs my attention" subset for items I own </constraints> <format> Sections by status with a sub-table each, then a short top-of-mind summary of my overdue and due-this-week items. </format>

Consolidates action items from a whole week of meetings into one deduplicated, status-grouped digest.

๐Ÿ’ก

Pro tip: Label each pasted source with its meeting name and date so Claude can attribute and dedupe accurately.

Decisions & Rationale

20 prompts

Decision Log With Full Rationale

41/120

<context> We made several decisions in [meeting name] and I want a durable log so future-us remembers WHY, not just what. </context> <inputs> - Transcript or notes: [paste here] - Date and attendees: [fill in] </inputs> <task> For each decision actually made, capture: Decision, Rationale (the real why), Alternatives considered, Owner, and a confidence read. </task> <constraints> - Only include decisions that were truly settled; list near-decisions separately under [Pending]. - Quote the meeting where it sharpens the rationale; otherwise paraphrase tightly. </constraints> <format> Markdown artifact, one section per decision, newest first. </format>

Produces a durable decision log capturing both what was decided and the reasoning behind it.

๐Ÿ’ก

Pro tip: Keep one running Claude Project per team so decision logs accumulate and stay searchable in one place.

Options Considered And Why We Chose

42/120

<context> In [meeting name] we picked one path among several. I want the chosen option AND the discarded ones documented so nobody relitigates settled ground. </context> <inputs> - Notes or transcript: [paste] - The decision in question: [e.g. which vendor / which architecture / which launch date] </inputs> <task> 1. List every option that was genuinely on the table. 2. For each, summarize the case for and the case against as discussed. 3. State which option won and the decisive reason it beat the runner-up. </task> <constraints> - Represent rejected options fairly, not as strawmen. - If the deciding reason was implicit, infer it and mark it [inferred]. </constraints> <format> Short intro line, then one block per option, then a "Why this one won" closing paragraph. </format>

Documents the full option set and the specific reason the winning choice beat its closest rival.

๐Ÿ’ก

Pro tip: Ask Claude to bold the single decisive factor so future readers grasp the crux in two seconds.

Flag Each Decision One-Way Or Two-Way Door

43/120

<context> Not every decision deserves the same scrutiny. I want each decision from [meeting name] tagged by reversibility so we slow down only where it matters. </context> <inputs> - Decisions or notes: [paste] </inputs> <task> For each decision, classify it as: - One-way door (hard or costly to reverse), or - Two-way door (cheap to undo) Then give a one-line justification and the rough cost or effort to reverse. </task> <constraints> - When reversibility is ambiguous, default to one-way and explain why. - Flag any two-way-door decision we are treating with one-way-door caution (and vice versa) as a [process note]. </constraints> <format> Table: Decision | Door type | Cost to reverse | Justification. Add a short note flagging mismatches. </format>

Tags every decision as reversible or irreversible so the team calibrates how much caution each deserves.

๐Ÿ’ก

Pro tip: Two-way-door calls should be made fast; have Claude surface any you are over-deliberating.

Capture Decision-Maker And Key Stakeholders

44/120

<context> Decisions from [meeting name] need clear ownership and a stakeholder map so the right people are looped in and accountable. </context> <inputs> - Transcript or notes: [paste] - Known roles or org context: [optional, fill in] </inputs> <task> For each decision, identify: - The decision-maker (who actually owns the call) - Who was consulted - Who must be informed - Anyone who should have been in the room but was not </task> <constraints> - Use names where stated, roles where not. - Do not invent stakeholders; mark gaps as [unassigned - needs confirming]. </constraints> <format> RACI-style table per decision: Decision | Responsible | Consulted | Informed | Missing voices. </format>

Maps owner and stakeholders to each decision so accountability and comms are unambiguous.

๐Ÿ’ก

Pro tip: The 'missing voices' column often catches the stakeholder who later derails a decision.

Surface The Assumptions Underneath Each Decision

45/120

<context> Decisions rest on assumptions that often go unspoken. From [meeting name] I want those assumptions made explicit so we can pressure-test them later. </context> <inputs> - Notes or transcript: [paste] </inputs> <task> For each decision, list the assumptions it depends on (about the market, users, budget, timeline, or another team). For each assumption, note: - How confident the room seemed - How we would know if it turned out false </task> <constraints> - Separate load-bearing assumptions (decision collapses if wrong) from minor ones. - Phrase each assumption as a falsifiable statement, not a vague hope. </constraints> <format> Per decision: a bulleted list of assumptions, each tagged [load-bearing] or [minor]. </format>

Exposes the hidden assumptions a decision rests on and how to tell if any are wrong.

๐Ÿ’ก

Pro tip: Schedule a check on load-bearing assumptions; they are the early-warning system for a bad call.

Write An Architecture Decision Record

46/120

<context> A significant decision was made in [meeting name] and I want a formal ADR so it lives in the repo and survives team turnover. </context> <inputs> - Discussion notes or transcript: [paste] - Decision title: [e.g. Adopt event-driven messaging for order service] </inputs> <task> Draft a complete Architecture Decision Record with these sections: Status, Context, Decision, Consequences (positive and negative), and Alternatives Considered. </task> <constraints> - Keep Context factual and free of advocacy; reserve the recommendation for Decision. - State consequences honestly, including the ones we would rather not admit. - Default Status to "Accepted" unless the notes say otherwise. </constraints> <format> Markdown artifact following the standard ADR template, ready to commit as a .md file. </format>

Turns a meeting discussion into a formal, repo-ready architecture (or any) decision record.

๐Ÿ’ก

Pro tip: Number ADRs sequentially and never edit an old one; supersede it with a new record instead.

List What We Explicitly Decided NOT To Do

47/120

<context> The most useful decisions are sometimes the things we ruled out. From [meeting name] I want a clear record of explicit non-decisions and de-scoping calls. </context> <inputs> - Notes or transcript: [paste] </inputs> <task> Capture everything the team explicitly chose NOT to pursue: features cut, ideas parked, approaches rejected, scope trimmed. For each, note the reason and whether it is "no for now" or "no forever". </task> <constraints> - Include only deliberate rejections, not topics that simply went undiscussed. - Distinguish a true rejection from a deferral and label each accordingly. </constraints> <format> Two grouped lists: "Decided against (permanent)" and "Parked (revisit later)", each with one-line reasons. </format>

Records the deliberate non-decisions so the team stops re-proposing already-rejected ideas.

๐Ÿ’ก

Pro tip: Pin this list near the roadmap; it kills zombie ideas before they consume another meeting.

Capture Open Questions Left Unresolved

48/120

<context> Not everything got settled in [meeting name]. I want the loose ends tracked so they do not silently become someone problem at the worst moment. </context> <inputs> - Transcript or notes: [paste] </inputs> <task> Extract every open question, unresolved tension, or "we will figure that out later" moment. For each, capture: - The question - Why it is unresolved (missing data, missing person, no consensus) - Who is best placed to resolve it - How urgent it is </task> <constraints> - Phrase each as a crisp question, not a vague worry. - Do not pad the list with rhetorical questions that were already answered. </constraints> <format> Table: Open question | Blocked on | Owner | Urgency (now/soon/later). </format>

Collects every unresolved question into a tracked list with owners and urgency.

๐Ÿ’ก

Pro tip: Anything tagged 'now' belongs on the next agenda before it quietly blocks the work.

Turn A Decision Into An Internal Announcement

49/120

<context> We made a decision in [meeting name] that the wider team needs to hear about clearly and without drama. </context> <inputs> - The decision and its rationale: [paste notes] - Audience: [e.g. whole engineering org / the company / one squad] - Channel: [e.g. Slack post / email / wiki update] </inputs> <task> Write an internal announcement that states what was decided, why, what changes for the reader, and what they should do next. </task> <constraints> - Lead with the decision, not the backstory. - Plain, confident tone; no corporate filler. - Pre-empt the two most likely objections in a short FAQ. </constraints> <format> Headline, two to four short paragraphs, a "What this means for you" line, and a mini FAQ. </format>

Converts a decision and its rationale into a clear, ready-to-send internal announcement.

๐Ÿ’ก

Pro tip: Put the action the reader must take in bold near the top; most people skim announcements.

Note The Risk Attached To Each Decision

50/120

<context> Every decision from [meeting name] carries risk. I want those risks named up front rather than discovered in the post-mortem. </context> <inputs> - Decisions or notes: [paste] </inputs> <task> For each decision, identify the main risks it introduces. For each risk, estimate likelihood and impact, and suggest one mitigation or early-warning signal. </task> <constraints> - Focus on risks the decision creates, not generic project risks. - Rate likelihood and impact as low/medium/high; no false precision. - Flag any risk with no owner as [unowned]. </constraints> <format> Per decision: a table of Risk | Likelihood | Impact | Mitigation / early signal. </format>

Attaches a concrete risk profile and mitigation to each decision before problems surface.

๐Ÿ’ก

Pro tip: Sort by likelihood times impact so the team triages the scary-and-probable risks first.

Map Dependencies Between Decisions

51/120

<context> The decisions from [meeting name] are not independent; some only hold if others do. I want the dependency web made visible. </context> <inputs> - Decisions or notes: [paste] - Related prior decisions or constraints: [optional] </inputs> <task> 1. List the decisions. 2. For each, identify what it depends on and what depends on it. 3. Flag any decision that is blocked, any circular dependency, and the right sequence to execute them. </task> <constraints> - Include dependencies on other teams, tools, or external events, not just internal calls. - Call out any decision made out of order (committed before its prerequisite). </constraints> <format> A dependency list per decision, then a suggested execution order, then a short "blocked or out-of-sequence" callout. </format>

Reveals how decisions depend on one another and the correct order to act on them.

๐Ÿ’ก

Pro tip: Ask Claude for a Mermaid diagram of the dependency graph so you can drop it straight into the wiki.

Assign A Revisit-By Date To Each Decision

52/120

<context> Some decisions from [meeting name] are right for now but should be re-examined once conditions change. I want explicit revisit triggers so they do not calcify. </context> <inputs> - Decisions or notes: [paste] - Today date and any known milestones: [fill in] </inputs> <task> For each decision, recommend a "revisit by" date OR a triggering event (whichever fits better). Explain what new information by then should prompt a fresh look. </task> <constraints> - Prefer event triggers over arbitrary dates where a clear event exists. - Decisions that are genuinely permanent should be marked [no revisit needed] with a reason. </constraints> <format> Table: Decision | Revisit by (date or trigger) | What to re-check | Why then. </format>

Gives each decision an explicit revisit date or trigger so good calls do not silently expire.

๐Ÿ’ก

Pro tip: Turn the date triggers into calendar reminders so the revisit actually happens instead of drifting.

Run A Pre-Mortem On The Chosen Decision

53/120

<context> We committed to [decision] in [meeting name]. Before we execute, I want a pre-mortem: imagine it is six months out and this decision failed. </context> <inputs> - The decision and its rationale: [paste] - Relevant context or constraints: [optional] </inputs> <task> 1. Imagine the decision has clearly failed. Write the plausible story of how it went wrong. 2. List the top failure modes ranked by likelihood. 3. For the top three, propose a guardrail we could put in place now. </task> <constraints> - Be specific and uncomfortable; vague risks are useless here. - Separate failures we can prevent from failures we can only detect early. </constraints> <format> A short failure narrative, a ranked failure-mode list, then a "guardrails to add now" section. </format>

Stress-tests a committed decision by imagining its failure and surfacing guardrails to add now.

๐Ÿ’ก

Pro tip: Run the pre-mortem before you announce the decision, while changing course is still cheap.

Critique The Decision Quality Itself

54/120

<context> I want an honest critique of HOW we made [decision] in [meeting name], not just whether the outcome looks good. </context> <inputs> - Transcript or notes: [paste] - The decision reached: [fill in] </inputs> <task> Assess the decision-making process: Was the problem framed well? Were enough options generated? Was evidence used or just opinion? Were biases (sunk cost, anchoring, groupthink, HiPPO) visible? Then state what would have made the decision stronger. </task> <constraints> - Critique the process and reasoning, not the people. - Be candid; do not soften real weaknesses into compliments. </constraints> <format> Scorecard across the dimensions above (strong / adequate / weak) plus a prioritized "what would strengthen it" list. </format>

Evaluates the quality of the decision process and pinpoints what would have made it stronger.

๐Ÿ’ก

Pro tip: Use this on your highest-stakes calls; improving the process compounds across every future decision.

Capture Conflicting Viewpoints Fairly

55/120

<context> [Meeting name] had real disagreement before we landed on [decision]. I want the dissent recorded fairly so the minority view is not erased. </context> <inputs> - Transcript or notes: [paste] </inputs> <task> 1. Lay out each distinct viewpoint and its strongest argument. 2. Note where the disagreement actually came from (different facts, values, risk tolerance, or priorities). 3. State what was decided and what the dissenters would want re-examined if things go sideways. </task> <constraints> - Steel-man every position; give the losing side its best case. - Do not reveal who held which view unless it is essential. </constraints> <format> One section per viewpoint, a "root of the disagreement" note, then a "what dissenters want watched" closing. </format>

Records competing viewpoints in their strongest form so dissent informs future course corrections.

๐Ÿ’ก

Pro tip: Logging the dissent honestly builds trust; people disagree-and-commit more readily when heard.

Rationale Memo For Absent Stakeholders

56/120

<context> Key people missed [meeting name] where we decided [decision]. I want a self-contained memo that brings them fully up to speed without a re-run meeting. </context> <inputs> - Notes or transcript: [paste] - Who the memo is for: [e.g. the VP / a partner team / a delayed exec] </inputs> <task> Write a rationale memo: the decision, the context that forced it, the options weighed, why this one, and what we need from the reader (if anything). </task> <constraints> - Assume the reader has zero meeting context; explain just enough, no transcript dump. - Anticipate their likely concern given their role and address it directly. - Make it skimmable in under two minutes. </constraints> <format> Memo with a one-line summary at top, then Context / Decision / Why / What we need from you. </format>

Brings absent stakeholders fully up to speed on a decision and its reasoning in one self-contained memo.

๐Ÿ’ก

Pro tip: Open with a one-line TL;DR so a busy exec can approve from the preview without opening the doc.

Convert A Decision Into A Policy Doc

57/120

<context> A decision in [meeting name] should become a standing rule, not a one-off, so the team applies it consistently going forward. </context> <inputs> - The decision and its reasoning: [paste] - Who the policy governs: [e.g. all PRs / all vendor purchases over a threshold] </inputs> <task> Turn the decision into a clear policy or guideline doc: the rule, the rationale, when it applies, exceptions and who can grant them, and a worked example of following it. </task> <constraints> - Write the rule as an unambiguous, testable statement. - Spell out the edge cases people will actually argue about. - Keep it short enough that people will read it. </constraints> <format> Policy doc: Rule (one sentence) / Why / Scope / Exceptions / Example. </format>

Promotes a one-off decision into a clear, reusable policy or guideline the team can apply consistently.

๐Ÿ’ก

Pro tip: Include a worked example; policies without one get interpreted five different ways.

Build A Trade-Off Comparison Table

58/120

<context> [Meeting name] weighed several options for [decision]. I want a clean trade-off table that captures how they stacked up across the criteria that mattered. </context> <inputs> - Notes or transcript: [paste] - The options and the criteria discussed: [fill in, or let Claude infer] </inputs> <task> 1. Identify the options and the decision criteria (cost, speed, risk, maintainability, etc). 2. Rate each option on each criterion based on the discussion. 3. Note which criteria carried the most weight and why the chosen option fit them. </task> <constraints> - Use a consistent rating scale and define it. - Mark any cell where the discussion gave no signal as [not assessed], do not guess. </constraints> <format> A comparison table (options as rows, criteria as columns) plus a short "what tipped it" paragraph. </format>

Lays out the options against weighted criteria in a single table that explains the final pick.

๐Ÿ’ก

Pro tip: Have Claude weight the criteria explicitly; an unweighted table can quietly mislead the reader.

Rate Decision Confidence And What Would Change It

59/120

<context> For [decision] made in [meeting name], I want an honest confidence read and a clear statement of what new information would flip it. </context> <inputs> - The decision and discussion: [paste] </inputs> <task> 1. Rate confidence in the decision (low / medium / high) and justify it. 2. List the specific evidence that would raise confidence. 3. List the specific evidence that would force a reversal. 4. Recommend the cheapest test or data point to gather next. </task> <constraints> - Tie the confidence rating to evidence quality, not gut feel. - The "would change our mind" items must be concrete and observable. </constraints> <format> Confidence verdict with reasoning, then "would raise" / "would reverse" lists, then a single recommended next probe. </format>

Assigns a justified confidence level to a decision and names the evidence that would change it.

๐Ÿ’ก

Pro tip: If a cheap test would meaningfully raise confidence, run it before fully committing resources.

Extract Decisions Versus Discussion From A Transcript

60/120

<context> I have a long, rambling transcript from [meeting name] and I cannot tell what we actually DECIDED versus what we merely talked about. </context> <inputs> - Full transcript: [paste] </inputs> <task> Separate the signal from the noise into three buckets: 1. Decisions made (settled, with an owner if stated) 2. Action items (someone will do something) 3. Discussion only (explored but not concluded) Anything that sounds like a decision but lacks commitment goes in bucket 3 with a note on what is missing. </task> <constraints> - Be strict: a decision requires a clear commitment, not just agreement in tone. - Do not let lengthy discussion inflate into a phantom decision. </constraints> <format> Three clearly labeled lists, each item one line, with owners where stated. </format>

Cuts a sprawling transcript into clean buckets of real decisions, action items, and mere discussion.

๐Ÿ’ก

Pro tip: Run this first on any long meeting; the other decision prompts work far better on the cleaned-up output.

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1:1s & Team Standups

20 prompts

Summarize A Daily Standup Fast

61/120

<context> I run or attend a daily standup for [team name]. I want a clean summary I can save or share. </context> <inputs> - Raw standup notes or transcript: [paste] - Date: [e.g. Tue 10 Jun] </inputs> <task> Summarize the standup into three sections per person: Yesterday (done), Today (planned), Blockers (and who can help). Then add a one-line "Team pulse" noting overall momentum. </task> <constraints> - Keep each person to 1-2 bullets per section - Surface anything that sounds at risk of slipping - Do not invent items not in the notes </constraints> <format> Markdown grouped by person, then the Team pulse line at the bottom. </format>

Turns messy standup notes into a per-person Yesterday/Today/Blockers summary with a team pulse line.

๐Ÿ’ก

Pro tip: Paste the raw transcript even if it is unstructured. Claude reorders rambling speech into clean per-person buckets.

1:1 Notes Into Action Items

62/120

<context> I'm a [manager/IC] and just finished a 1:1 with [name]. I want structured notes plus a clear action list. </context> <inputs> - Raw 1:1 notes: [paste] - My role vs theirs: [e.g. I'm their manager] </inputs> <task> Produce two parts: 1. A short summary of what we discussed, grouped by theme. 2. An action items table with columns: Action, Owner (me or them), Due, Why it matters. </task> <constraints> - Only list actions that were actually agreed or strongly implied - Mark any item where the owner is ambiguous with "(confirm owner)" - Keep the summary under 120 words </constraints> <format> Summary as bullets, then a Markdown table for actions. </format>

Converts raw 1:1 notes into a themed summary plus an owner-and-due action table.

๐Ÿ’ก

Pro tip: Tell Claude who owns what by default and it will only flag the genuinely ambiguous items for you to confirm.

Prep Talking Points For An Upcoming 1:1

63/120

<context> I have a 1:1 with [name] coming up on [date]. I want to walk in prepared using our last conversation. </context> <inputs> - Notes from our last 1:1: [paste] - Anything new since then: [paste or "nothing"] - My goal for this 1:1: [e.g. unblock their project, check on morale] </inputs> <task> Draft talking points: follow-ups on open items from last time, new topics to raise, one growth/career question, and one open-ended check-in question. Order them so the most time-sensitive comes first. </task> <constraints> - Phrase each point as something I can actually say out loud - Flag any item I committed to last time but may not have done - Max 7 talking points </constraints> <format> A numbered agenda I can glance at during the call. </format>

Builds a ready-to-use 1:1 agenda from your last meeting's notes, surfacing your own open commitments.

๐Ÿ’ก

Pro tip: Add your goal for the meeting so Claude weights the agenda toward unblocking, career, or morale as needed.

Capture A Report's Growth And Development Notes

64/120

<context> I manage [name] and want to keep a running development log so I can coach them and write a fair review later. </context> <inputs> - Recent observations, wins, and stumbles: [paste] - Their current role and level: [e.g. mid-level engineer] - Growth areas we've discussed: [list or "none yet"] </inputs> <task> Organize these into a development snapshot: Strengths demonstrated, Skills to grow, Stretch opportunities to offer, and one suggested coaching focus for the next month. Tie each point to a specific example from the inputs. </task> <constraints> - Be specific and evidence-based, never generic praise - Keep it constructive and forward-looking - Note where I lack enough evidence to judge </constraints> <format> Four short sections with bulleted, example-backed points. </format>

Builds an evidence-backed development snapshot for a report that feeds coaching and future reviews.

๐Ÿ’ก

Pro tip: Keep appending observations over weeks. A running log makes review season effortless and far more accurate.

Triage Blockers Raised In Standup

65/120

<context> Today's standup surfaced several blockers and I need to decide what to act on first. </context> <inputs> - Standup notes with blockers: [paste] - Who I can pull in to help: [names/roles] - Today's top priority: [e.g. ship the release] </inputs> <task> List every blocker, then for each assign: severity (high/med/low), who can unblock it, the smallest next step, and whether it needs a decision from me or someone above me. Rank the list by what most threatens today's priority. </task> <constraints> - Separate true blockers from mere slowdowns - Flag anything blocked on a person outside the team - If two blockers share a root cause, group them </constraints> <format> A ranked table: Blocker, Severity, Unblocker, Next step, Needs decision? </format>

Ranks standup blockers by severity and impact on today's priority, with the smallest next step for each.

๐Ÿ’ก

Pro tip: Name who you can pull in. Claude assigns a concrete unblocker to each item instead of leaving them orphaned.

Standup To Async Written Update

66/120

<context> I'm a [role] on [team]. We did a live standup and I want a clean async update to post. </context> <inputs> - Standup notes/transcript: [paste] - Audience: [e.g. cross-functional channel] </inputs> <task> Write a concise async update grouped by Shipped, In Progress, Blocked (with who can unblock). Keep it skimmable. </task> <constraints> - Lead with blockers that need a decision - No more than 8 bullets total </constraints> <format> Slack-ready Markdown, short bullets. </format>

Turns a live standup into a skimmable async update that leads with blockers.

๐Ÿ’ก

Pro tip: Add the names of people who can unblock so Claude tags the right owner on each blocker.

Roll Up A Sprint's Standups Into One Status

67/120

<context> The sprint just ended. I have all the daily standup notes and need one status update for stakeholders. </context> <inputs> - All standup notes from the sprint: [paste each day, or dump together] - Sprint goal: [e.g. ship checkout v2] - Audience: [e.g. product lead and design] </inputs> <task> Synthesize the sprint into: Goal vs outcome, What shipped, What slipped and why, Blockers that recurred, and Carryover into next sprint. Distinguish a one-day hiccup from a multi-day pattern. </task> <constraints> - Collapse repetition across days into single statements - Be honest about misses without assigning blame - Keep the whole thing to one screen </constraints> <format> Five labeled sections with tight bullets. </format>

Compresses a full sprint of daily standups into a single honest status update for stakeholders.

๐Ÿ’ก

Pro tip: Dump every day's notes in one go. Claude collapses the repetition so a five-day thread becomes one clean read.

Synthesize A Skip-Level Meeting

68/120

<context> I'm a [senior manager/director] and just held a skip-level with [report's report, name or anonymized]. I want notes I can act on without breaking trust. </context> <inputs> - Raw skip-level notes: [paste] - What prompted the skip-level: [e.g. routine, or a concern] </inputs> <task> Summarize into: Themes I heard, Signals about the team and their manager, Things to act on directly, and Things to feed back to their manager carefully. Separate facts from the person's interpretation. </task> <constraints> - Protect attribution: flag anything I should not repeat verbatim - Do not over-index on a single comment - Highlight where I should follow up to verify a claim </constraints> <format> Four sections, with a short "Handle with care" note at the end. </format>

Distills a skip-level meeting into actionable themes while protecting attribution and trust.

๐Ÿ’ก

Pro tip: Ask Claude to flag anything sensitive so you never accidentally repeat a comment that exposes who said it.

Read Team Morale From Standup Notes

69/120

<context> I want to gauge how my team is actually feeling, using the tone and content of recent standups rather than asking directly. </context> <inputs> - Standup notes from the last [number] days: [paste] - Anything I already know is going on: [context or "nothing"] </inputs> <task> Read the notes for morale and energy signals: enthusiasm, frustration, overload, disengagement, or friction between people. Cite the specific phrasing that triggered each read. End with two gentle ways I could check in without making anyone feel watched. </task> <constraints> - Be careful: tone in standups is noisy, so rate confidence low/med/high - Do not diagnose individuals as a problem - Separate workload signals from interpersonal ones </constraints> <format> Signals list with quoted evidence and confidence, then two check-in suggestions. </format>

Reads morale and energy signals from standup phrasing and suggests low-pressure ways to check in.

๐Ÿ’ก

Pro tip: Ask for a confidence rating on each signal so you treat standup tone as a hint to verify, not a verdict.

Detect Recurring Blockers Across Standups

70/120

<context> The same problems seem to keep coming up in standup and I want to prove the pattern so I can fix the root cause. </context> <inputs> - Standup notes across several days/weeks: [paste] - Team and what they're working on: [context] </inputs> <task> Find blockers or themes that recur across more than one standup. For each, show how many times it appeared, paraphrased examples, the likely root cause, and a structural fix that would stop it returning. Rank by frequency and cost. </task> <constraints> - Only flag a pattern if it appears at least twice - Distinguish a recurring symptom from its underlying cause - Note where the data is too thin to be sure </constraints> <format> A ranked table: Recurring blocker, Times seen, Root cause, Structural fix. </format>

Surfaces blockers that keep recurring across standups and proposes structural fixes for the root cause.

๐Ÿ’ก

Pro tip: Feed in weeks of notes at once. Patterns invisible day to day become obvious when Claude counts them across the set.

Draft A 1:1 Follow-Up Email

71/120

<context> I just finished a 1:1 with [name] and want to send a short follow-up so nothing falls through the cracks. </context> <inputs> - 1:1 notes: [paste] - Relationship: [e.g. they report to me] - Tone: [warm/neutral/formal] </inputs> <task> Draft a brief follow-up email that thanks them, recaps the two or three most important things we agreed, lists who is doing what by when, and ends with an open door for questions. Keep it human, not corporate. </task> <constraints> - Only restate commitments actually made - Keep it under 150 words - No filler or buzzwords </constraints> <format> Subject line plus email body, ready to send. </format>

Produces a short, human 1:1 follow-up email that recaps agreements and confirms owners and dates.

๐Ÿ’ก

Pro tip: Set the tone explicitly. The same recap reads very differently as warm-and-brief versus formal-and-documented.

Capture Performance-Relevant Moments For Reviews

72/120

<context> I want to log review-worthy moments for [name] as they happen, so my next performance review is grounded in evidence not memory. </context> <inputs> - What happened: [paste the moment, win, or concern] - Their level and core responsibilities: [context] - Competencies we evaluate on: [list or "standard for their level"] </inputs> <task> Turn this moment into a review-ready entry: the situation, what they did, the impact, and which competency or value it maps to. Note whether it's a strength to reinforce or an area to develop, and suggest the exact phrasing I might use in a review. </task> <constraints> - Stay factual and specific, no inflation - Map to a competency only if it genuinely fits - Keep each entry to a few lines </constraints> <format> A single dated log entry with a competency tag. </format>

Logs a single review-worthy moment as evidence mapped to a competency, ready to drop into a performance review.

๐Ÿ’ก

Pro tip: Capture moments the same day they happen. A timestamped evidence trail beats a frantic memory dump at review time.

Turn A Standup Into A Slack Post

73/120

<context> After standup I want to post a quick recap in our [channel name] Slack channel so people who missed it stay in the loop. </context> <inputs> - Standup notes: [paste] - Channel vibe: [e.g. casual eng channel] - Anything to spotlight: [a win, a shoutout, or "nothing"] </inputs> <task> Write a short Slack recap: one-line headline, the top three things in flight, any blocker that needs help, and an optional shoutout. Make it scannable and friendly, with emoji used sparingly where natural. </task> <constraints> - Keep it under 120 words - One blocker maximum, the most important one - Match the channel's casual tone without being cringe </constraints> <format> Slack-ready Markdown with a bold headline line. </format>

Generates a friendly, scannable Slack recap of standup with a headline, key items, and one key blocker.

๐Ÿ’ก

Pro tip: Tell Claude the channel's vibe so the recap matches your team's voice instead of sounding like a status report.

Capture Goals And OKR Check-In Notes

74/120

<context> Part of my 1:1 with [name] was an OKR/goals check-in and I want to record progress cleanly. </context> <inputs> - The check-in discussion: [paste] - Their current goals/OKRs: [list with targets] - Time left in the cycle: [e.g. 4 weeks] </inputs> <task> For each goal, capture: status (on track / at risk / off track), latest progress, what's driving or blocking it, and the next concrete step. Flag any goal that needs to be re-scoped given the time left. </task> <constraints> - Base status on evidence from the discussion, not optimism - Call out goals that haven't moved since last check-in - Suggest a re-scope only when the math clearly demands it </constraints> <format> A table per goal: Goal, Status, Progress, Blocker, Next step. </format>

Records an OKR check-in with an evidence-based status and next step per goal, flagging anything that needs re-scoping.

๐Ÿ’ก

Pro tip: Include time left in the cycle so Claude can tell you which goals are mathematically at risk, not just behind.

Structure Praise And Constructive Feedback

75/120

<context> I want to give [name] balanced feedback and I have rough notes on what went well and what didn't. I want it structured so it lands. </context> <inputs> - My rough feedback notes: [paste] - The relationship and context: [e.g. peer, or my report after a project] - How they tend to receive feedback: [direct/sensitive/unknown] </inputs> <task> Organize the feedback using a clear structure: specific praise tied to impact, then constructive points framed as situation-behavior-impact with a suggested change. Keep praise and critique genuinely separate so neither gets diluted. End with one thing I'm asking them to try next. </task> <constraints> - Every point must reference a concrete example - No feedback sandwich that buries the real message - Stay kind but clear </constraints> <format> Two sections (What worked / What to adjust) plus one "Try next" line. </format>

Shapes rough notes into balanced feedback using situation-behavior-impact, keeping praise and critique distinct.

๐Ÿ’ก

Pro tip: Tell Claude how the person receives feedback so the framing matches them, not a generic template.

Build A 1:1 Agenda From Open Threads

76/120

<context> I have a 1:1 with [name] and several loose threads from chat, email, and past notes that I keep meaning to raise. </context> <inputs> - Open threads and to-dos: [paste anything, in any order] - Past 1:1 notes still unresolved: [paste or "none"] - How much time we have: [e.g. 30 min] </inputs> <task> Cluster the threads into a tight agenda that fits the time we have. Order it: time-sensitive first, then decisions needed, then FYIs, and reserve a slot at the end for their topics. Mark which items are quick versus need real discussion. </task> <constraints> - Drop or merge anything trivial or duplicated - Do not over-pack the agenda for the time available - Always leave space for them to bring their own items </constraints> <format> A timeboxed numbered agenda with quick/discuss tags. </format>

Clusters scattered open threads into a timeboxed 1:1 agenda that still reserves space for the report's topics.

๐Ÿ’ก

Pro tip: Give Claude the meeting length so it timeboxes realistically instead of handing you a 12-item list for 25 minutes.

Capture Coaching And Mentoring Notes

77/120

<context> I'm coaching [name] on [skill or goal, e.g. stakeholder communication] and want to track the coaching itself across sessions. </context> <inputs> - Today's coaching conversation: [paste] - What we're working on: [the focus] - Where they were last session: [context or "first session"] </inputs> <task> Capture: the insight or breakthrough from today, what they're committing to practice, where they got stuck, and what I should prompt or revisit next session. Note progress relative to last time so I can see the trajectory. </task> <constraints> - Keep the focus on their growth, not task delivery - Be specific about the practice commitment - Flag if we seem stuck on the same point repeatedly </constraints> <format> A dated coaching log: Insight, Practice commitment, Where stuck, Next prompt. </format>

Tracks a coaching conversation across sessions, capturing the breakthrough, the practice commitment, and what to revisit.

๐Ÿ’ก

Pro tip: Reference where they were last session so Claude shows trajectory and warns you when you're circling the same block.

Flag What To Escalate To Leadership

78/120

<context> I'm a [team lead] and I need to decide which issues from recent standups are worth escalating up versus handling myself. </context> <inputs> - Recent standup notes: [paste] - Who I report to and what they care about: [context] - What I can resolve on my own: [scope] </inputs> <task> Identify the issues that genuinely warrant escalation: cross-team dependencies, resourcing gaps, risks to a committed deadline, or decisions above my authority. For each, draft a one-line escalation summary stating the ask. Separately, list what I should keep handling myself. </task> <constraints> - Escalate only what truly needs leadership input, not noise - Each escalation must state a specific ask or decision needed - Be conservative: over-escalating erodes credibility </constraints> <format> Two lists: Escalate (with the ask) and Handle myself. </format>

Separates standup issues into what truly warrants leadership escalation versus what to handle yourself, each with a clear ask.

๐Ÿ’ก

Pro tip: Tell Claude what's in your own authority so it escalates only what's genuinely above you, protecting your credibility.

Digest Multiple Teams' Standups For Leadership

79/120

<context> I oversee several teams and want one leadership-level view of where things stand, built from each team's standup notes. </context> <inputs> - Standup notes per team: [paste, labeled by team] - What leadership cares about right now: [e.g. the Q3 launch] - Names of the teams: [list] </inputs> <task> Roll all teams into one digest: per-team status (green/amber/red) with a one-line reason, cross-team dependencies or collisions, the top three risks across the org, and where my attention is most needed. Stay at the altitude a leader actually reads. </task> <constraints> - One line per team, not a transcript - Surface dependencies where one team is waiting on another - Lead with red items and org-level risks </constraints> <format> A status table by team, then Cross-team risks and Where I'm needed. </format>

Rolls several teams' standups into one leadership digest with RAG status, cross-team dependencies, and top risks.

๐Ÿ’ก

Pro tip: Label each block by team name so Claude can catch the collisions where one team is silently blocked on another.

Extract And Track Commitments A Report Made

80/120

<context> I want to keep a reliable record of what [name] has committed to, pulled from our 1:1s and standups, so I can follow up fairly. </context> <inputs> - 1:1 and standup notes mentioning their commitments: [paste] - Any commitments I'm already tracking: [paste or "none"] - Today's date: [date] </inputs> <task> Extract every commitment they made: what they said they'd do, by when, and the source/date it was said. Compare against anything I'm already tracking, mark each as open / done / overdue / slipped, and suggest which to gently follow up on next. </task> <constraints> - Only count clear commitments, not vague intentions - Mark items overdue strictly against today's date - Keep the follow-up framing supportive, not gotcha </constraints> <format> A tracking table: Commitment, Due, Source, Status, Follow up? </format>

Extracts and tracks the concrete commitments a report has made, flagging what's overdue and what to follow up on.

๐Ÿ’ก

Pro tip: Paste your existing tracker alongside new notes so Claude updates statuses instead of starting the list from scratch.

Client & External Calls

20 prompts

Client Call Recap And Next Steps

81/120

<context> I just finished an external call with [client/company] about [topic/project]. I need a clean recap I can send internally and act on. </context> <inputs> - Call notes/transcript: [paste] - Attendees (us / them): [fill] - Call date: [date] </inputs> <task> Produce a recap with: a 3-sentence summary, key decisions made, open questions, and a Next Steps table (action, owner, due date). Infer owners and dates only where the call makes them clear, otherwise mark [TBD]. </task> <constraints> - Keep it factual, no invented commitments - Separate "decided" from "discussed but unresolved" </constraints> <format> Markdown with a Next Steps table at the end. </format>

Turns a raw client call into a structured recap with decisions and an owned next-steps table.

๐Ÿ’ก

Pro tip: Paste the calendar invite alongside the notes so Claude maps action owners to real attendee names.

Discovery Call To CRM Notes

82/120

<context> I'm in [sales/CS] and just finished a discovery call with [prospect/company]. I need CRM-ready notes. </context> <inputs> - Call transcript/notes: [paste] - Deal stage: [fill] - Methodology we use: [BANT/MEDDIC/none] </inputs> <task> Produce: 3-line summary, pain points, current solution, budget/authority/need/timeline where known, and next steps with dates. If I named a methodology, structure the qualifying fields to match it. </task> <constraints> - Mark anything not explicitly stated as [unknown] - No embellishment, only what was said </constraints> <format> Markdown, sectioned, ready to paste into the CRM note field. </format>

Formats a discovery call into clean, factual CRM-ready notes aligned to your sales methodology.

๐Ÿ’ก

Pro tip: Name your methodology (BANT, MEDDIC, SPICED) so the qualifying fields map straight onto your pipeline stages.

Capture Requirements From A Scoping Call

83/120

<context> We ran a scoping call with [client] to define what they need built/delivered for [project]. I need a structured requirements capture. </context> <inputs> - Call notes/transcript: [paste] - Project type: [software/service/campaign/other] </inputs> <task> Extract and organize: functional requirements, non-functional requirements (performance, security, compliance), explicit out-of-scope items, assumptions, and dependencies on the client. For each requirement, tag priority as [must/should/could] based on how the client framed it. </task> <constraints> - Only capture requirements actually raised on the call - Flag any requirement that sounds ambiguous and needs clarification </constraints> <format> Markdown tables grouped by requirement type, plus an "Open clarifications" list. </format>

Extracts a prioritized, categorized requirements list from a scoping conversation.

๐Ÿ’ก

Pro tip: Ask Claude to re-read for implicit requirements the client assumed but never stated out loud.

Log Objections And How We Answered

84/120

<context> On my call with [prospect/client] several objections came up. I want a clean log of each objection and our response for coaching and CRM. </context> <inputs> - Call transcript/notes: [paste] - Product/offer: [fill] </inputs> <task> For every objection raised, capture: the exact objection, the underlying concern behind it, how we responded, and whether it landed (resolved / partially / unresolved). Then suggest one sharper response we could have given for any objection that did not fully land. </task> <constraints> - Quote the objection in the client's own words where possible - Be honest about which objections were left hanging </constraints> <format> One block per objection, then a short "Coaching notes" section. </format>

Builds an objection log with our responses, outcomes, and sharper alternatives for next time.

๐Ÿ’ก

Pro tip: Feed Claude your top 5 known objections first so it can spot which recurring ones showed up again.

Draft A Client Follow-Up Email

85/120

<context> I need to send a follow-up email to [client/contact] after our call about [topic]. I want it warm, concise, and clearly moving things forward. </context> <inputs> - Call notes: [paste] - Relationship stage: [new/established] - My tone: [formal/friendly/concise] </inputs> <task> Draft a follow-up email that thanks them, recaps the 2-3 key points discussed, confirms agreed next steps, and proposes a clear single next action. Keep it skimmable on mobile. </task> <constraints> - Under 180 words - One clear call to action, no walls of text - No invented promises beyond what the notes support </constraints> <format> Subject line plus email body. Offer one shorter alternate version. </format>

Drafts a concise, forward-moving follow-up email grounded in the actual call.

๐Ÿ’ก

Pro tip: Ask for two subject lines, one curiosity-led and one action-led, then pick by who the recipient is.

Pull Proposal Inputs From The Call

86/120

<context> I have to write a proposal for [client] and want to mine our call for everything that should feed into it before I start drafting. </context> <inputs> - Call transcript/notes: [paste] - Proposal type: [statement of work/retainer/one-off project] </inputs> <task> Extract proposal-ready inputs: the client's stated goals, their success criteria, scope they described, timeline expectations, budget signals, decision process, and any sensitivities to handle delicately. Then list what is still missing before I can write a complete proposal. </task> <constraints> - Separate confirmed facts from inferred signals - Do not draft the proposal, just assemble the raw inputs </constraints> <format> Sectioned brief, ending with a "Gaps to close" checklist. </format>

Mines a call into structured proposal inputs and flags what is still missing to write one.

๐Ÿ’ก

Pro tip: Tell Claude your standard proposal template sections so it pre-sorts inputs into the exact slots you fill.

Turn A Call Into A SOW Outline

87/120

<context> A scoping call with [client] gave me enough to draft a statement of work / spec. I want a structured outline I can flesh out. </context> <inputs> - Call notes/transcript: [paste] - Engagement type: [project/retainer] </inputs> <task> Build a SOW outline covering: objectives, scope of work, deliverables with acceptance criteria, milestones and timeline, assumptions, exclusions, client responsibilities, and a placeholder for commercials. Draw every item from what was actually discussed; mark gaps as [to define]. </task> <constraints> - Acceptance criteria must be concrete and testable where the call allows - Keep exclusions explicit to prevent scope creep </constraints> <format> Markdown SOW skeleton as a copyable artifact, numbered sections. </format>

Converts a scoping call into a structured, copy-ready SOW or spec outline.

๐Ÿ’ก

Pro tip: Have Claude generate the exclusions section first; the gaps it surfaces there reveal scope risk early.

Build A Stakeholder Map From The Call

88/120

<context> Multiple people from [client] were on the call. I want to map who they are, their influence, and how they feel about moving forward. </context> <inputs> - Call transcript with speaker names: [paste] - What I already know about the org: [fill] </inputs> <task> For each person who spoke, infer their likely role, their priorities, their stance (champion/neutral/skeptic), and their influence on the decision. Identify who was NOT on the call but was referenced as a decision-maker. Suggest who to nurture next and how. </task> <constraints> - Base stance on what they actually said, flag low-confidence guesses - Note any power dynamics you observed </constraints> <format> Stakeholder table plus a short "Who to engage next" section. </format>

Maps call participants into a stakeholder grid with roles, stance, and influence.

๐Ÿ’ก

Pro tip: Tell Claude to flag anyone referenced but absent; the hidden economic buyer often never joins the first call.

Flag Risks And Red Flags From The Call

89/120

<context> I want a clear-eyed read on the risks and warning signs that surfaced during my call with [client]. </context> <inputs> - Call notes/transcript: [paste] - Deal/project context: [fill] </inputs> <task> Identify risks and red flags across: commercial (budget, payment), delivery (scope, timeline, resourcing), relationship (trust, alignment, decision chaos), and external (compliance, dependencies). For each, rate severity [low/med/high], cite the moment that triggered it, and suggest one mitigation. </task> <constraints> - Distinguish a genuine red flag from normal early-stage uncertainty - Be candid, do not soften real warning signs </constraints> <format> Risk table sorted by severity, mitigations in the last column. </format>

Surfaces and rates the risks and red flags hidden in a client conversation.

๐Ÿ’ก

Pro tip: Ask Claude to separate deal-breaker red flags from manageable risks so you do not over-react to noise.

Track Promises Made To The Client

90/120

<context> During the call we made commitments to [client]. I need a precise log so nothing we promised slips. </context> <inputs> - Call transcript/notes: [paste] - Who from our side was on the call: [fill] </inputs> <task> Extract every commitment WE made to the client: what was promised, who promised it, any stated deadline, and what the client now expects as a result. Separate firm commitments from soft "we'll look into it" statements. Flag anything we promised that may be hard to deliver. </task> <constraints> - Capture exact wording of each promise - Do not include client-side commitments here, only ours </constraints> <format> Commitment table plus an "At-risk promises" callout. </format>

Logs every promise your team made to the client so none quietly slips through.

๐Ÿ’ก

Pro tip: Run this within an hour of the call; soft promises are the ones people forget and clients remember.

Read Client Sentiment And Buying Signals

91/120

<context> I want an honest read on how [prospect/client] actually felt during our call and how close they are to buying. </context> <inputs> - Call transcript/notes: [paste] - Where we are in the deal: [fill] </inputs> <task> Assess overall sentiment and momentum. Pull positive buying signals (urgency, budget talk, asking about onboarding) and negative signals (stalling, vague timelines, looping in more approvers). Give a deal-temperature read [hot/warm/cool] with the evidence behind it, and the single biggest thing standing between us and a yes. </task> <constraints> - Cite the specific lines that drove each signal - Resist optimism bias, weigh the cool signals fairly </constraints> <format> Sentiment summary, signals split into two columns, then a temperature verdict. </format>

Reads call sentiment and buying signals into an evidence-backed deal-temperature verdict.

๐Ÿ’ก

Pro tip: Make Claude cite verbatim lines for each signal so the temperature read survives scrutiny from your manager.

Recap A Quarterly Business Review

92/120

<context> I just ran a QBR with [client] reviewing the last quarter and planning the next. I need a recap for the account file and the client. </context> <inputs> - QBR notes/transcript: [paste] - Key metrics presented: [fill] - Account health going in: [green/yellow/red] </inputs> <task> Produce a QBR recap: wins and value delivered last quarter, metrics vs targets, issues raised, agreed priorities for next quarter, and renewal/expansion signals. End with an updated account-health call and the top 3 actions for our team. </task> <constraints> - Tie claimed wins to evidence or metrics, not vibes - Surface any dissatisfaction the client voiced, even if minor </constraints> <format> Two artifacts: an internal account recap and a shorter client-facing summary. </format>

Recaps a QBR into an internal account update plus a polished client-facing summary.

๐Ÿ’ก

Pro tip: Ask for the client-facing version to lead with their outcomes, not your activities; QBRs sell renewals.

Produce An Onboarding-Call Checklist

93/120

<context> We just held the kickoff/onboarding call with new client [client]. I want a checklist that captures everything needed to onboard them cleanly. </context> <inputs> - Onboarding call notes: [paste] - What we're delivering: [product/service] </inputs> <task> Build an onboarding checklist from the call: access/credentials needed, info still to collect from the client, internal setup tasks, key contacts and their roles, agreed timeline and milestones, and success criteria they defined. Assign each item an owner [us/client] and flag blockers that hold up the start. </task> <constraints> - Mark any unconfirmed item as [confirm with client] - Order tasks so blockers appear first </constraints> <format> Checklist grouped by phase, owner tagged on every line. </format>

Turns an onboarding call into an owned, blocker-first checklist to launch the account cleanly.

๐Ÿ’ก

Pro tip: Have Claude put client-dependent items at the top; those are what stall go-lives, not your internal tasks.

Capture Feature Requests For Product

94/120

<context> On my call with [client] they asked for features or changes to our product. I need these logged cleanly for the product team. </context> <inputs> - Call notes/transcript: [paste] - Product area: [fill] - Account value/tier: [fill] </inputs> <task> Extract each feature request: what they asked for, the underlying job-to-be-done behind it, the use case, how blocking it is for them, and whether a workaround exists today. Reframe vague asks into a clear problem statement product can act on. </task> <constraints> - Separate the literal request from the real underlying need - Do not commit us to building anything; this is intake only </constraints> <format> One structured card per request, ready to paste into the product backlog. </format>

Logs client feature requests as product-ready cards with the underlying job-to-be-done.

๐Ÿ’ก

Pro tip: Push Claude to restate each ask as a problem, not a solution; product builds better from the why than the what.

Extract Competitive Intel From The Call

95/120

<context> During our call, [client/prospect] mentioned competitors or alternatives they are considering or using. I want this captured for sales and competitive intel. </context> <inputs> - Call transcript/notes: [paste] - Our product: [fill] </inputs> <task> Extract every competitor or alternative mentioned, what the client said about each (likes, gripes, pricing, gaps), where we stack up by their own words, and any switching triggers they hinted at. Flag intel that is fresh or surprising versus what we already assume. </task> <constraints> - Attribute each point to the client's statement, do not add outside knowledge - Note confidence where the client was vague </constraints> <format> Per-competitor summary, then a short "Positioning angles for this deal" list. </format>

Pulls competitor mentions from a call into structured intel and positioning angles.

๐Ÿ’ก

Pro tip: Ask Claude for switching triggers specifically; what made them leave the last vendor predicts what keeps them with you.

Summarize A Pricing Negotiation Discussion

96/120

<context> We had a pricing/negotiation conversation with [client]. I need a precise summary so I can prep the counter and not misremember terms. </context> <inputs> - Call notes/transcript: [paste] - Our list pricing/terms: [fill] - Our walk-away/floor: [fill] </inputs> <task> Summarize: the client's asks (price, terms, scope), the rationale they gave, what we offered or conceded, what is still open, and the gap between us. Identify their likely priorities (price vs scope vs terms) and suggest a counter that protects margin. </task> <constraints> - Capture exact numbers and terms discussed, no rounding - Never propose going below the floor I gave you </constraints> <format> Negotiation summary plus a recommended counter with reasoning. </format>

Summarizes a pricing negotiation precisely and proposes a margin-safe counter.

๐Ÿ’ก

Pro tip: Give Claude your walk-away floor so its suggested counter never accidentally negotiates against yourself.

Capture Renewal Or Churn Signals

97/120

<context> I want an early read on whether [client] is heading toward renewal or churn based on what they said on our call. </context> <inputs> - Call notes/transcript: [paste] - Renewal date: [fill] - Current account health: [green/yellow/red] </inputs> <task> Identify renewal signals (value realized, expansion interest, advocacy) and churn signals (low usage, unmet expectations, budget pressure, champion leaving). Weigh them into a renewal-risk call [low/med/high] and recommend the 2-3 highest-leverage save or grow actions before the renewal date. </task> <constraints> - Ground every signal in something the client actually said - Be willing to call high risk even on a friendly call </constraints> <format> Two signal columns, a risk verdict, then a prioritized action plan. </format>

Reads a call for renewal and churn signals into a risk verdict and save/grow actions.

๐Ÿ’ก

Pro tip: Watch for a departing champion; Claude can flag it from an offhand mention, and it is the top hidden churn driver.

Write A Sales-To-CS Handoff Note

98/120

<context> I closed [client] and need to hand the account over to Customer Success cleanly so nothing is lost between sales and delivery. </context> <inputs> - Discovery/closing call notes: [paste] - What they bought: [fill] - Promises made during the sale: [fill] </inputs> <task> Write an internal handoff note: why they bought, their goals and success criteria, stakeholders and roles, commitments made during the sale, known risks or sensitivities, and recommended onboarding priorities. Highlight anything CS must honor that the client is expecting. </task> <constraints> - Be explicit about sales promises so CS does not under-deliver - Flag any expectation that may have been oversold </constraints> <format> Internal memo with clear sections, ready to drop into the CS workspace. </format>

Writes a clean sales-to-CS handoff so commitments and context survive the transition.

๐Ÿ’ก

Pro tip: Have Claude separate firm sales promises from soft ones; the under-delivery that kills accounts hides in that gap.

Recap Email Confirming Agreed Actions

99/120

<context> After my call with [client] I want to send a short email that confirms in writing exactly what we agreed, so both sides are aligned. </context> <inputs> - Call notes: [paste] - Tone: [formal/friendly] </inputs> <task> Write a confirmation email that thanks them, states the agreed actions as a clear bulleted list with owner and date for each, and invites them to correct anything I misremembered. Keep it tight and unambiguous so it doubles as a record of agreement. </task> <constraints> - Only include actions actually agreed, mark dates as [proposed] if not firmly set - Plain, professional language, no filler </constraints> <format> Subject line plus email body with a bulleted action list. </format>

Produces a confirmation email that puts agreed actions in writing and invites correction.

๐Ÿ’ก

Pro tip: Inviting them to correct it turns the email into a soft contract; silence becomes their agreement on record.

Synthesize What The Client Actually Wants

100/120

<context> [Client] said a lot on our call, but I want to get beneath the surface to what they are really trying to achieve and why. </context> <inputs> - Call transcript/notes: [paste] - Context on the account: [fill] </inputs> <task> Separate what they literally asked for from the deeper outcome they actually want. Identify their underlying motivations, the fears or pressures driving them, who they need to look good in front of, and the unstated success they are quietly measuring us against. Then state the single most important thing we must get right to win them. </task> <constraints> - Distinguish evidence-based reads from inferences, and label inferences as such - Avoid putting words in their mouth; tie reasoning to what they said </constraints> <format> "Said" vs "Actually wants" comparison, motivations, then a one-line "What matters most". </format>

Reads past surface requests to synthesize the client's real underlying goals and motivations.

๐Ÿ’ก

Pro tip: Ask Claude who the client needs to impress internally; people buy what makes them look good to their own boss.

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Board & Leadership Meetings

20 prompts

Board Meeting Minutes, Cleanly Structured

101/120

<context> I took rough notes during a board meeting and need formal, accurate minutes for the board pack and the record. </context> <inputs> - Rough notes or transcript: [paste] - Meeting date and location: [fill] - Attendees, apologies, guests: [fill] - Quorum requirement: [e.g. majority of directors] </inputs> <task> Produce formal minutes covering: attendance and quorum, approval of prior minutes, each agenda item with a Discussion / Decision / Action split, and a numbered resolutions list at the end. </task> <constraints> - Neutral, factual, third-person past tense - Keep resolved decisions separate from discussion - Do not invent attendees, figures, or outcomes - Mark anything ambiguous as [to confirm] </constraints> <format> Markdown artifact formatted for the board pack, with a header block and a resolutions appendix. </format>

Turns rough board notes into formal, accurately structured minutes ready for the board pack.

๐Ÿ’ก

Pro tip: Ask Claude to keep a separate [confidential] section so the rest can be circulated safely.

Executive Decisions, Cleanly Summarized

102/120

<context> A leadership meeting covered many topics but I only need a clean record of the decisions that were actually made. </context> <inputs> - Notes or transcript: [paste] - Decision-makers present: [fill] </inputs> <task> Extract every decision that was made (not merely discussed). For each, capture: the decision, who made or owns it, the rationale given, the effective date, and any conditions attached. </task> <constraints> - Include only firm decisions, not open discussion or parked items - Flag any decision where the owner is unclear as [owner TBD] - Distinguish reversible from one-way-door calls where stated </constraints> <format> A decisions table plus a one-paragraph executive summary above it. </format>

Produces a clean record of the firm decisions made, with owners, rationale, and dates.

๐Ÿ’ก

Pro tip: Add a column for 'who needs to be told' so the decisions actually reach the right people.

Board Ask and Commitment Tracker

103/120

<context> Board members made asks of the executive team, and the executive team committed to things in return. I want to track both sides. </context> <inputs> - Meeting notes or transcript: [paste] - Prior open commitments still outstanding: [paste or "none"] </inputs> <task> Build a two-way tracker. Capture (a) every ask the board made of management and (b) every commitment management made to the board, each with owner, due date, and current status. </task> <constraints> - Separate board-to-management asks from management-to-board commitments - Carry forward any prior open items and mark them [carried over] - Use status values: Not started, In progress, Done, Blocked </constraints> <format> Two tables (Board asks, Management commitments) plus a short list of anything overdue. </format>

Tracks both board asks of management and management commitments back to the board in one place.

๐Ÿ’ก

Pro tip: Paste last meeting's tracker in too so Claude rolls forward unresolved items automatically.

Pull Investor Update Inputs From The Discussion

104/120

<context> The board discussion contains raw material I need for the monthly written investor update, but it is buried in conversation. </context> <inputs> - Board discussion notes or transcript: [paste] - Investor update sections I usually send: [e.g. highlights, lowlights, metrics, asks, runway] </inputs> <task> Mine the discussion for content that maps to each investor update section. Pull out quotable highlights, candid lowlights, any metrics mentioned, and specific asks the company could make of investors. </task> <constraints> - Only use facts and figures actually stated, never estimate - Keep lowlights honest, not spun - Flag numbers that need verification as [verify] - Do not include anything marked confidential to the board </constraints> <format> Draft investor update sections, each as a short bulleted block I can edit. </format>

Mines a board discussion for the raw material of your written investor update.

๐Ÿ’ก

Pro tip: Tell Claude your investors' names so it phrases the 'asks' section around their networks.

Strategic Priorities Agreed This Quarter

105/120

<context> The leadership team debated many things, but I need the short list of strategic priorities they actually aligned on. </context> <inputs> - Meeting notes or transcript: [paste] - Number of priorities to land on: [e.g. 3 to 5] </inputs> <task> Distill the discussion into the agreed strategic priorities for the period. For each, capture the priority, why it matters now, the executive sponsor, and how success will be judged. </task> <constraints> - Cap at the number requested; force ranking if there are more - Separate agreed priorities from things merely raised - Each priority must have a sponsor; mark [unassigned] if none </constraints> <format> A ranked priorities list followed by a short "explicitly deprioritized" note. </format>

Distills a sprawling discussion into a short, ranked, sponsored list of strategic priorities.

๐Ÿ’ก

Pro tip: Ask Claude to add an 'explicitly not doing' list so the priorities have real teeth.

Synthesize A Leadership Offsite

106/120

<context> We ran a multi-session leadership offsite and I have scattered notes across several whiteboards and breakout groups. </context> <inputs> - All session and breakout notes: [paste] - Offsite goals set at the start: [fill] - Sessions held: [list] </inputs> <task> Synthesize the whole offsite into one coherent readout: themes that emerged, decisions reached, open debates left unresolved, and concrete next steps. Connect threads that recurred across different sessions. </task> <constraints> - Tie the synthesis back to the stated offsite goals - Name unresolved tensions honestly rather than smoothing them over - Attribute decisions to owners where stated </constraints> <format> An offsite readout artifact: Themes, Decisions, Open questions, Next steps, with a one-paragraph opener. </format>

Pulls scattered offsite notes into one coherent readout of themes, decisions, and next steps.

๐Ÿ’ก

Pro tip: Feed in the original offsite agenda so Claude can flag which goals went unaddressed.

OKR Review Notes That Actually Track

107/120

<context> We reviewed company OKRs at the leadership meeting and I need notes that capture where each objective stands. </context> <inputs> - OKR review notes or transcript: [paste] - Current OKRs with targets: [paste] </inputs> <task> For each objective and key result, capture the status discussed, the latest number versus target, the trend, the blocker if behind, and the agreed action. Highlight any KR that changed scope or definition during the meeting. </task> <constraints> - Use a clear status: On track, At risk, Off track, Done - Only record numbers that were actually stated - Flag re-scoped or moved goalposts explicitly </constraints> <format> A table per objective with its KRs, plus a short list of at-risk items needing escalation. </format>

Captures an OKR review with status, number-versus-target, blockers, and agreed actions per key result.

๐Ÿ’ก

Pro tip: Have Claude flag any KR whose definition shifted mid-review, where progress is often hidden.

Budget Decision Log With Trade-Offs

108/120

<context> The meeting included several budget and spending decisions and I need an auditable log of what was approved and why. </context> <inputs> - Meeting notes or transcript: [paste] - Budget context if relevant: [e.g. quarter, total envelope] </inputs> <task> Log every budget decision: amount, what it funds, the owner, the approval status, the rationale, and the trade-off accepted (what was cut or deferred to fund it). </task> <constraints> - Record only amounts and approvals actually stated - Capture conditional approvals with their conditions - Mark any figure needing confirmation as [verify] - Note where a decision was deferred rather than approved </constraints> <format> A budget decision log table plus a short "deferred or rejected" section. </format>

Produces an auditable log of budget decisions including amounts, owners, and the trade-offs accepted.

๐Ÿ’ก

Pro tip: Ask for a running total of approved spend so you can sanity-check against the envelope.

Risk Committee Notes, Properly Captured

109/120

<context> I am minuting a risk committee session and need a disciplined record of risks reviewed and decisions taken. </context> <inputs> - Risk discussion notes or transcript: [paste] - Risk register categories we use: [e.g. financial, operational, regulatory, cyber, reputational] </inputs> <task> For each risk discussed, capture: description, category, likelihood and impact as stated, current mitigation, owner, residual risk view, and any change in rating since last review. Note risks newly raised and risks closed. </task> <constraints> - Do not assign ratings that were not stated; mark [rating not set] - Keep the committee's risk-appetite framing where mentioned - Separate new risks, changed risks, and closed risks </constraints> <format> A risk table plus three short lists: newly raised, rating changed, closed. </format>

Captures a risk committee session into a disciplined register update with owners and rating changes.

๐Ÿ’ก

Pro tip: Ask Claude to surface risks discussed but never assigned an owner, which is where they fester.

Split Confidential From Company-Shareable Notes

110/120

<context> My leadership meeting notes mix sensitive items with things the whole company can see, and I need to split them safely before sharing. </context> <inputs> - Full meeting notes or transcript: [paste] - What counts as sensitive here: [e.g. personnel, M and A, legal, unannounced financials] </inputs> <task> Sort the content into two streams: a confidential leadership-only version and a company-shareable version. Move anything touching people, legal, financials, or unannounced plans into the confidential stream and redact it from the shareable one. </task> <constraints> - When in doubt, classify as confidential - Do not paraphrase sensitive content into the shareable version - Flag borderline items as [review before sharing] </constraints> <format> Two clearly labeled sections: CONFIDENTIAL (leadership only) and SHAREABLE (all company). </format>

Splits mixed leadership notes into a confidential version and a safe company-shareable version.

๐Ÿ’ก

Pro tip: Keep the confidential half in a separate artifact so you never paste the wrong one into Slack.

Board Follow-Up Action List

111/120

<context> After the board meeting I need a tight action list so nothing agreed gets dropped before the next session. </context> <inputs> - Meeting notes or transcript: [paste] - Next board meeting date: [fill] </inputs> <task> Extract every action item agreed in the meeting. For each, capture the action, the single accountable owner, the due date, and how completion will be evidenced at the next board meeting. </task> <constraints> - One accountable owner per action; split if shared - Default due dates to before the next board meeting unless stated - Flag actions with no owner as [needs owner] - Exclude vague aspirations that are not real commitments </constraints> <format> An action table sorted by due date, plus a short list of items due before next board. </format>

Extracts a tight, owned, dated board follow-up action list so nothing slips before next meeting.

๐Ÿ’ก

Pro tip: Ask Claude to sort by due date so the most urgent board commitments surface first.

Governance And Compliance Notes Capture

112/120

<context> The board touched on governance and compliance matters that must be recorded carefully for the corporate record. </context> <inputs> - Meeting notes or transcript: [paste] - Governance matters relevant to us: [e.g. policy approvals, conflicts of interest, regulatory filings, director appointments] </inputs> <task> Capture every governance and compliance item: approvals granted, conflicts of interest declared, policies adopted or amended, regulatory or filing obligations noted, and any required follow-up with a responsible party. </task> <constraints> - Record declarations and recusals exactly as stated - Do not characterize legal matters beyond what was said; mark [legal to advise] - Note any obligation with a statutory deadline distinctly </constraints> <format> A governance log grouped by type, with a separate "statutory deadlines" callout. </format>

Captures governance and compliance items into a careful log for the corporate record.

๐Ÿ’ก

Pro tip: Have Claude isolate anything with a statutory deadline so filings never slip past the date.

Capture Exec Team Alignment And Misalignment

113/120

<context> I want an honest read on where the executive team actually agreed and where they did not, beneath the polite surface. </context> <inputs> - Meeting notes or transcript: [paste] - Topics in scope: [list or "all"] </inputs> <task> For each major topic, assess whether the team reached genuine alignment, surface-level agreement, or unresolved disagreement. Quote or paraphrase the signals that reveal each, and name who held which position where clear. </task> <constraints> - Do not manufacture conflict; only flag misalignment with evidence - Distinguish "agreed" from "went quiet" or "deferred" - Stay neutral; do not take a side </constraints> <format> A table: Topic, Alignment level, Evidence, Open question, plus a short "watch list" of unresolved tensions. </format>

Gives an honest read on real alignment versus quiet disagreement across executive topics.

๐Ÿ’ก

Pro tip: Ask Claude to flag topics where someone went silent, which often masks unresolved disagreement.

Draft What To Tell The Company

114/120

<context> After a leadership meeting I need to write the all-hands or company message that shares what is appropriate without leaking sensitive context. </context> <inputs> - Leadership meeting notes: [paste] - Audience and channel: [e.g. all-hands, Slack post, email] - Tone we use internally: [e.g. direct, warm, candid] </inputs> <task> Draft a company-facing update that conveys the decisions and direction employees need, framed in our voice. Translate leadership shorthand into plain language and lead with what changes for the team. </task> <constraints> - Exclude anything confidential: personnel, legal, financials, unannounced plans - No corporate filler; say what is actually different - Acknowledge open questions honestly rather than over-promising </constraints> <format> A ready-to-post message with a clear opening line and a short "what this means for you" section. </format>

Drafts the company-facing message from a leadership meeting, safely and in your voice.

๐Ÿ’ก

Pro tip: Give Claude a past all-hands post so it matches your real internal tone, not generic corporate-speak.

Strategic Bet Decisions With Rationale

115/120

<context> The team committed to or rejected some big strategic bets and I want the reasoning captured before memory fades. </context> <inputs> - Meeting notes or transcript: [paste] - Bets or initiatives discussed: [list or "extract from notes"] </inputs> <task> For each strategic bet, document: the decision (pursue, reject, or defer), the thesis behind it, the key assumptions it rests on, what would prove it wrong, the owner, and the resources committed. </task> <constraints> - Capture the disconfirming evidence the team would watch for - Separate firm bets from exploratory ones - Record assumptions as assumptions, not facts </constraints> <format> One card per bet: Decision, Thesis, Assumptions, Kill criteria, Owner, Resources. </format>

Documents strategic-bet decisions with the thesis, assumptions, and what would prove them wrong.

๐Ÿ’ก

Pro tip: The kill-criteria field is the gold; revisit it next quarter to see if any bet should be cut.

Resource Allocation Decisions Captured

116/120

<context> The meeting reallocated people, money, or focus across initiatives and I need a clear record of who got what and at whose expense. </context> <inputs> - Meeting notes or transcript: [paste] - Resources in play: [e.g. headcount, budget, engineering capacity, exec attention] </inputs> <task> Capture each allocation decision: what resource moved, from where to where, how much, the rationale, the owner, and what is now under-resourced as a result. </task> <constraints> - Make the trade-off explicit: every gain has a corresponding give - Record only amounts actually stated; mark estimates as [approx] - Note decisions deferred for lack of resource </constraints> <format> A from-to allocation table plus a short "now under-resourced" watch list. </format>

Records resource-allocation decisions with explicit from-to trade-offs and what is left under-resourced.

๐Ÿ’ก

Pro tip: Insist Claude name the loser of every allocation, since the cost side is what gets forgotten.

Fairly Synthesize A Leadership Debate

117/120

<context> A contentious topic was debated at length with strong views on multiple sides and I need a fair, balanced synthesis. </context> <inputs> - Debate notes or transcript: [paste] - The question under debate: [fill] </inputs> <task> Synthesize the debate fairly. Lay out each distinct position, its strongest argument, the evidence cited for it, and the concerns it raised. Then identify the genuine points of disagreement versus where people were talking past each other. </task> <constraints> - Steelman every position; do not favor the loudest voice - Attribute positions to people only where clearly stated - Separate factual disagreements from values or priority disagreements - Do not declare a winner unless one was actually agreed </constraints> <format> Position-by-position breakdown, then a "crux of the disagreement" summary and any decision reached. </format>

Synthesizes a contentious leadership debate fairly, steelmanning every position and naming the real crux.

๐Ÿ’ก

Pro tip: Ask Claude to separate factual disagreements from values clashes; they need different resolutions.

Quarterly Business Review Notes

118/120

<context> We held a QBR with the leadership team and I need structured notes that connect performance to decisions and next-quarter plans. </context> <inputs> - QBR notes or transcript: [paste] - Functions or business units reviewed: [list] - Headline metrics presented: [paste or "extract"] </inputs> <task> Structure the QBR: per function, capture what worked, what missed, the why, the metric versus plan, and the commitment for next quarter. Then roll up cross-cutting themes and the top company-level priorities that emerged. </task> <constraints> - Tie every "what missed" to a stated cause, not blame - Use only metrics actually presented; flag gaps as [no data] - Separate retrospective from forward commitments </constraints> <format> A section per function plus a company-level rollup of themes and next-quarter priorities. </format>

Produces structured QBR notes linking each function's performance to causes and next-quarter commitments.

๐Ÿ’ก

Pro tip: Ask for a 'said last quarter vs delivered' check if you paste the prior QBR notes alongside.

Prep The Next Board Agenda From Prior Minutes

119/120

<context> I am building the agenda for the next board meeting and want it grounded in the last meeting's minutes and open items. </context> <inputs> - Prior board minutes: [paste] - Open action and commitment tracker: [paste or "none"] - New topics management wants to raise: [list] </inputs> <task> Draft the next board agenda. Carry forward unresolved items from prior minutes, slot in follow-ups on past decisions, add the new topics, and suggest a time allocation and an owner for each item. Flag anything overdue for board attention. </task> <constraints> - Every carried-over item must trace to a prior decision or action - Order items by importance, not chronology - Mark items needing a board vote distinctly - Keep the agenda realistic for the meeting length </constraints> <format> A board agenda with item, owner, time, type (inform / discuss / decide), plus an "overdue from last time" callout. </format>

Builds the next board agenda grounded in prior minutes, carrying forward unresolved items and follow-ups.

๐Ÿ’ก

Pro tip: Tag each item inform/discuss/decide so the meeting doesn't drown in updates with no decisions.

Capture People And Org Decisions Discreetly

120/120

<context> The leadership meeting included sensitive people and org decisions that must be recorded discreetly and kept tightly held. </context> <inputs> - Meeting notes or transcript: [paste] - Who may see this record: [e.g. CEO, head of people only] </inputs> <task> Capture each people or org decision: the change (hire, exit, promotion, reorg, comp), who is affected, the owner, the timing, the communication plan, and any approval still required. Keep names handled with care. </task> <constraints> - Treat this as strictly confidential throughout - Do not speculate on reasons beyond what was stated - Flag anything requiring legal or HR sign-off as [needs sign-off] - Note where an announcement is gated on other steps </constraints> <format> A confidential decision log with a header warning, grouped by type of change. </format>

Records sensitive people and org decisions discreetly, with owners, timing, and required sign-offs.

๐Ÿ’ก

Pro tip: Keep this in its own artifact and never merge it into the shareable minutes by accident.

Frequently Asked Questions

Copy a prompt, paste it into Claude, replace the bracketed placeholders (like your transcript and attendees), and send. Claude returns structured notes you can paste straight into your docs or Slack.
Most prompts work best with a transcript or rough notes, but many also work from bullet points or your own scribbles. Anything that captures what was said.
These prompts use XML tags and ask for Markdown artifacts, which play to Claude's structured-reasoning and long-context strengths, so notes come back organized rather than as a wall of text.
Yes. Save your favorite as a Claude Project so every recap inherits the same structure and tone.
Yes, all 120 prompts are free to copy and use.

Prompts are the starting line. Tutorials are the finish.

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