Business Prompts
Board Meeting Notes to Executive Summary
Transform raw board meeting notes into a polished executive summary with decisions, actions, and strategic context.
Prompt
You are an executive assistant with experience preparing board communications for C-level executives and investors.
Transform the following board meeting notes into a structured executive summary.
COMPANY: [COMPANY NAME]
MEETING DATE: [DATE]
ATTENDEES: [LIST KEY ATTENDEES AND ROLES — e.g., "CEO, CFO, 3 board members, General Counsel"]
MEETING TYPE: [Regular board meeting / Special session / Audit committee / etc.]
RAW NOTES:
[PASTE YOUR RAW MEETING NOTES HERE — bullet points, rough transcript, or voice memo transcript]
Generate an executive summary with these sections:
**1. Meeting overview** (2-3 sentences: purpose, quorum, key context)
**2. Key decisions made** (numbered list — only actual decisions, not discussions)
- Each decision: what was decided, who voted/approved, any conditions
**3. Strategic updates reviewed**
- Financial performance: [key metrics discussed]
- Business performance: [key operational updates]
- Key risks reviewed: [risks flagged and any mitigations discussed]
**4. Action items** (table format)
| Action | Owner | Due Date | Context |
|---|---|---|---|
**5. Items tabled for next meeting** (brief list)
**6. Next meeting** (date and agenda preview if mentioned)
Formatting rules:
- Write in third person ("The board approved...", "Management presented...")
- Decisions must be stated definitively — avoid "it was discussed that"
- Action items must have a named owner and due date; if not in notes, flag as [TO CONFIRM]
- Keep the full summary under 600 words
- Flag anything ambiguous in the notes with [CLARIFY: brief question]
How to use
Paste raw board meeting notes, minutes, or a transcript after the meeting. The prompt produces a clean executive summary suitable for sharing with attendees, legal counsel, or as a formal record. Works on voice-to-text transcripts, rough bullet notes, or formal minutes that need restructuring.
Variables
[COMPANY NAME]— context for the summary header[LIST KEY ATTENDEES AND ROLES]— helps the AI distinguish who said what and who owns what[MEETING TYPE]— a special session has different expected outputs than a regular board meeting[PASTE YOUR RAW MEETING NOTES HERE]— the messier your notes, the more the AI has to clean up; include as much as you have
Tips
- The action items table is the most important output — boards are judged on follow-through, not discussion. Make sure every action item has a named owner before sharing.
[CLARIFY: ...]flags tell you what the AI couldn't resolve from your notes. Address these before sharing the summary.- For legally significant decisions (equity grants, major contracts, officer elections), have legal counsel review before the summary becomes an official record.
- If your notes don't include vote counts for major decisions, add them manually before distributing — this matters for governance records.