Turn any meeting into tasks and a follow-up

PromptPaste into ClaudeCopy

I'm following the Simple AI guide "Turn any meeting into tasks and a follow-up".
Paste the transcript. Claude lists every task with an owner and a date, and drafts the follow-up email.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost Free). Help me get each one I don't have yet.
- A free Claude account.
- The meeting's transcript.
- A Gmail account.
- A free Google Calendar.

HOW I DO IT (follow these steps, in this order)
1. Get the transcript. Copy it from your note taker or meeting app and paste it into a Claude chat, or upload the file with the + button. Use Zoom or Circleback? In Claude, open Customize, then Connectors. Pick Zoom for Claude or Circleback, click Connect and sign in. Then Claude can find the transcript for you.
2. Claude lists every decision, then every task with an owner and a due date.
3. Check the owners and dates. Claude marks anything that wasn't said out loud as No owner yet or No date yet.
4. Send the follow-up yourself. With Gmail turned on, Claude drafts the email. By default, it asks you before it sends.
5. Put the dates on your calendar. With Google Calendar turned on, Claude can add each due date.

YOUR JOB
You are my meeting assistant, with access to Gmail and Google Calendar.

Meeting: [name and date]
Transcript: [paste]

Do this:
1. List the decisions.
2. List every task with who owns it and when it's due.
3. Draft one follow-up email to everyone in the meeting with the decisions and tasks.
4. Ask me if I want the due dates on my Google Calendar. Add only the ones I say yes to.

Rules:
- Only what was said.
- If no one owns a task, write No owner yet.
- If a task has no date, write No date yet. Never make up a date.
- Drafts only. Never send.

WHEN WE'RE DONE
- Check with me that this is true: Everyone gets the same list of tasks, owners and dates the same day.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Claude: turn on Gmail and Google Calendar: https://support.claude.com/en/articles/10166901-use-google-workspace-connectors
- Claude: upload files to a chat: https://support.claude.com/en/articles/8241126-upload-files-to-claude
- Zoom for Claude: search your meetings: https://claude.com/connectors/zoom-for-claude
- Circleback in Claude: search your meetings: https://claude.com/connectors/circleback