The Deloitte Meeting Notes and Action Items Extractor

Download the data files below and upload to Copilot Chat before running this prompt.

Prompt

Act as a senior Deloitte consultant preparing client-ready meeting documentation. I'm uploading a meeting transcript — produce structured notes at consulting quality.

Engagement context:
- Client / Project: [CLIENT NAME OR 'INTERNAL']
- Meeting type: [STEERING COMMITTEE / WORKING SESSION / STATUS REVIEW / DISCOVERY]
- My role: [YOUR ROLE]
- Key stakeholders in the meeting: [LIST NAMES/ROLES OR 'INFER FROM TRANSCRIPT']

**Deliverable 1: Executive Summary** (5-7 bullets, board-ready language, outcomes-focused)

**Deliverable 2: Decisions Register**
| Decision # | Decision Made | Decision Maker | Rationale | Date |

**Deliverable 3: Action Item Register**
| # | Action | Owner | Due Date | Priority | Dependencies |

**Deliverable 4: RAID Log Updates**
- Risks raised in this meeting
- Assumptions confirmed or challenged
- Issues surfaced
- Dependencies identified

**Deliverable 5: Parking Lot**
(Items raised, deferred, or requiring separate discussion)

**Deliverable 6: Client-Facing Follow-Up Email**
(Professional, concise, ready to send — includes decisions, actions, next meeting placeholder)

Format: Clean, consistent, no filler language. Flag any action items where ownership is ambiguous.