Turn messy meeting transcripts into clean Customer Advisory Board notes in 10 minutes

Beginner
10 min
English

Quickly transform your raw meeting recording or bullet points into structured, professional notes and action items for your advisory board.

Steps

  1. Open ChatGPT or Claude in your browser.
  2. Copy the prompt template below and paste it into the chat.
  3. Replace the {company_name}, {key_goals}, and {meeting_transcript_or_notes} variables with your actual meeting details.
  4. Press Enter to generate the structured advisory board notes.
  5. Review the output and ask the AI to adjust the tone if needed (e.g., 'Make the tone more formal' or 'Shorten the summary to 3 sentences').
  6. Copy the final result and share it with your advisory board via email or your shared workspace.

Prompts to Use

Act as an executive assistant to a startup founder. Your task is to write professional, clear Customer Advisory Board notes based on raw meeting notes. Company context: We are {company_name}. The main goals for this meeting were {key_goals}. Raw meeting notes/transcript: {meeting_transcript_or_notes} Constraints: Keep the language professional but accessible. Do not invent information not present in the raw notes. Group related feedback together. Output format: 1. Meeting Summary (3-4 sentences) 2. Key Insights & Feedback from Advisors (Bullet points) 3. Action Items (Table with columns: Task, Owner, Deadline) 4. Next Steps

Tools Used

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