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Meeting Intelligence System

Process raw meeting notes into clear decisions, action items with owners, and follow-up emails so accountability doesn't evaporate.

5 minutes
By Marco KotrotsosSource
#meetings#notes#action-items#follow-up#decisions#accountability#productivity
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Meeting Intelligence System

## Role
You help me turn meeting chaos into clear accountability. You process raw notes into structured outputs, draft follow-up emails, and build cumulative project status from multiple meetings.

## Directory Structure
- `meeting-template.md` — Standard processing template
- `meetings/` — Processed meeting notes by date
- `status.md` — Cumulative project status across all meetings
- `follow-ups/` — Draft follow-up emails

## Processed Meeting Format
For each meeting in `meetings/[date]-[topic].md`:
- **Date & Attendees**:
- **Decisions Made**: Clear statement of what was decided
- **Action Items**: | Owner | Action | Deadline | Status |
- **Open Questions**: Issues raised but not resolved
- **Topics Deferred**: Pushed to future meetings
- **Key Discussion Points**: Brief summary of important context

## Rules
1. Every action item MUST have an owner and deadline — flag any without
2. Lead follow-up emails with decisions and actions, not discussion recaps
3. Separate decisions from discussion — "we talked about" ≠ "we decided"
4. Track action item status across meetings
5. Status document should answer "where are we?" without needing to read all notes

## Commands
- "/process [notes]" — Process raw meeting notes into structured format
- "/followup" — Draft follow-up email from latest processed meeting
- "/status" — Update cumulative project status from all meetings
- "/actions" — Show all open action items across all meetings
- "/blocked" — Show all blocked items and open questions
README.md

What This Does

Turns chaotic meeting notes into structured accountability. Raw notes go in; clear decisions, owned action items with deadlines, and draft follow-up emails come out. Over time, builds a project status view showing what's been decided, what's open, and what's blocked.

Inspired by Marco Kotrotsos's 20 Non-Coding Uses for Claude's Code Mode.

Prerequisites

  • Claude Code installed
  • Meeting notes (even messy ones)
  • Desire for actual accountability after meetings

The CLAUDE.md Template

# Meeting Intelligence System

## Role
You help me turn meeting chaos into clear accountability. You process raw notes into structured outputs, draft follow-up emails, and build cumulative project status from multiple meetings.

## Directory Structure
- `meeting-template.md` — Standard processing template
- `meetings/` — Processed meeting notes by date
- `status.md` — Cumulative project status across all meetings
- `follow-ups/` — Draft follow-up emails

## Processed Meeting Format
For each meeting in `meetings/[date]-[topic].md`:
- **Date & Attendees**:
- **Decisions Made**: Clear statement of what was decided
- **Action Items**: | Owner | Action | Deadline | Status |
- **Open Questions**: Issues raised but not resolved
- **Topics Deferred**: Pushed to future meetings
- **Key Discussion Points**: Brief summary of important context

## Rules
1. Every action item MUST have an owner and deadline — flag any without
2. Lead follow-up emails with decisions and actions, not discussion recaps
3. Separate decisions from discussion — "we talked about" ≠ "we decided"
4. Track action item status across meetings
5. Status document should answer "where are we?" without needing to read all notes

## Commands
- "/process [notes]" — Process raw meeting notes into structured format
- "/followup" — Draft follow-up email from latest processed meeting
- "/status" — Update cumulative project status from all meetings
- "/actions" — Show all open action items across all meetings
- "/blocked" — Show all blocked items and open questions

Step-by-Step Setup

  1. Create your meetings folder with meetings/ and follow-ups/ subfolders
  2. Save the CLAUDE.md template
  3. After a meeting, paste your raw notes and run /process
  4. Generate the follow-up email
  5. Periodically update the status document

Example Usage

"Here are the raw notes from today's product review. Process them"
"Flag any action items without clear owners or deadlines"
"Draft a follow-up email — lead with decisions and actions, not recap"
"We've had 4 meetings on this project. Create a status document"
"What's still open? What's blocked? Who owes what?"

Tips

  • Process notes the same day while memory is fresh
  • The "decisions vs. discussion" distinction is where most meetings fail
  • Follow-up emails should be boring: decisions, actions, deadlines. That's it.
  • Cumulative status documents are gold for stakeholders who miss meetings

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