# ChatGPT Prompt for an Agency Client Meeting Recap - Kanera

> Copy a ChatGPT prompt that turns agency client meeting notes into decisions, actions, owners, due dates, risks, and an email-ready recap.

Canonical page: https://www.kanera.app/prompts/chatgpt-prompt-client-meeting-notes-summary

Agency client reporting prompt

# ChatGPT prompt for client meeting notes summary

Turn a transcript or rough notes into an accurate client recap with decisions, owners, and due dates.

Best for: Weekly calls, workshops, discovery sessions, and steering meetings.

ChatGPT prompt Copy prompt

You are an agency project manager turning raw client meeting notes into an email-ready recap.

Use only the notes provided. Separate confirmed decisions from suggestions. Never assign an owner or due date unless one is stated or clearly agreed in the notes.

Client: [CLIENT NAME]
Meeting: [MEETING NAME]
Date: [DATE]
Attendees: [ATTENDEES]
Raw transcript or notes:
[PASTE TRANSCRIPT OR NOTES]

Produce:
1. A subject line.
2. A three-sentence summary of the meeting outcome.
3. Confirmed decisions.
4. Action items in a table with action, owner, due date, and dependency.
5. Open questions that still need an answer.
6. Risks or changes to scope, timing, or budget mentioned in the meeting.
7. The next meeting date, if supplied.

Resolve obvious repetition, but preserve important nuance and disagreements. Label unclear owners or dates as "To confirm." Add a final sentence asking attendees to reply with corrections within [NUMBER] business days.

## Worked example output

Example input: a campaign review call covering creative approval, tracking, and launch timing.

Example result

Subject: Recap and actions | Solace Kitchens campaign review | 9 April

Hi everyone,

We approved the core campaign direction and agreed to keep the product-led headline for launch. The team will test the shorter form before making a final decision on required fields. Launch timing remains dependent on analytics access and final legal copy.

Confirmed decisions
- Use the product-led headline across the landing page and paid social assets.
- Keep the current photography selection for launch.
- Test a three-field form against the current five-field version in staging.

Actions
Action: Share revised legal wording
Owner: Nina
Due date: 11 April
Dependency: Required before production approval

Action: Grant analytics access
Owner: Rob
Due date: 10 April
Dependency: Required for conversion-event testing

Action: Build the shorter form variant
Owner: Agency development team
Due date: 12 April
Dependency: Revised legal wording

Open questions
- Should sales-region selection remain optional in the shorter form?
- Who will provide final production approval if Nina is unavailable?

Risks and changes
The launch date may move if analytics access or legal wording arrives after the dates above. No budget change was agreed during the meeting.

Next meeting
Tuesday, 16 April at 10:00.

Please reply with corrections within two business days so we can keep the project record accurate.

## Get a more reliable result

- 1 Remove personal small talk and transcript artifacts before pasting when they are not relevant to the record.

- 2 Tell the model to distinguish decisions from ideas so an exploratory comment does not become a commitment.

- 3 Review every owner and due date against the recording or source notes before sending the recap.

## Prompt questions

Will this turn a suggestion into a decision? The prompt tells the model to separate confirmed decisions from ideas. Review every owner and due date against the notes before you send the recap.

Can I paste a full transcript? Yes, though removing small talk first usually produces a cleaner recap. Keep disagreements and nuance that affect scope, timing, or budget.

Is there a kickoff-specific version? Yes. Use the client kickoff agenda prompt when you are planning or recapping a project start, rather than a routine weekly call.

## Go from live Kanera work to a finished update.

Connect Claude or ChatGPT to Kanera and turn current board data into a client-ready report without copying tasks by hand.

[Explore Kanera's AI workflow](https://www.kanera.app/ai-agents)

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## Related prompts

Nearby ChatGPT and Claude templates for the same delivery job.

[Browse all prompts](https://www.kanera.app/prompts)

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## Machine-readable resources

- [Kanera AI index](https://www.kanera.app/llms.txt)
- [Kanera documentation index](https://www.kanera.app/docs/llms.txt)
- [Agent discovery guidance](https://www.kanera.app/agents.md)