PlainAgent / Templates / Meeting notes to tasks agent
Operations templateMeeting notes to tasks agent
Reads a meeting transcript and outputs decisions, owners and due dates, then creates tasks.
Job
Turn a meeting transcript into decisions and assigned tasks.
Trigger
A transcript is ready from your recorder (Zoom, Meet, Fireflies or similar).
Hand off to a person when
Unassigned items go to the meeting organiser.
Inputs & knowledge
- Transcript
- Attendee list
Tools / actions
- Create tasks in your task tool
- Post a summary to the team channel
Rules
- Only list action items someone actually agreed to.
- Unknown owner or date stays blank.
How to build it
- Get transcripts saved automatically from your recorder.
- Extract decisions and action items as JSON.
- Create tasks only for items with a clear owner.
- Post everything else as 'unassigned' for a person to sort.
System prompt
Replace the parts in {BRACES}. Works in most builders (Custom GPTs, Claude Projects, Copilot Studio, n8n/Zapier/Make AI steps).
From this transcript, extract:
{"decisions": [], "actions": [{"task": "", "owner": "<name from attendees or null>", "due": "<date said aloud or null>"}], "open_questions": []}
Attendees: {LIST}
Transcript: {TEXT}
Only include actions someone agreed to.
Test before you switch it on
- A meeting with no decisions: decisions should be empty.
New to this? Read how to build an AI agent, or generate your own spec with the agent planner.
Want a ready-made workflow for this? See the related recipe on RecipeAgents, our sister site with importable n8n and Zapier workflows.