Meetings kits
From recording to action items in minutes.
Meeting War Room Kit
A brief before every meeting, then decisions, owners and dates that get chased to done.
Before: Tue Oct 13, 2:00 PM: Starter plan pricing decision. Four people, a memo in Notion, and a question that was "decided" twice last quarter and never shipped.
After: D1. Starter costs $24 for new customers from Sun Nov 1; existing Starter customers stay at $19. Decided by: Elena Park. A2. Owen Brooks: Brief the sales team on the new Starter price. Due: Mon Oct 19. Done when: covered at the Monday pipeline meeting. Tue Oct 20, 4:30 PM. A2 is a day late. Your dot drafts a nudge to Owen ending "Done, new date, or blocked?" You say send. Tue Oct 20, 4:41 PM. Owen: "done, covered it Monday". You confirm; A2 is marked Done in Notion.
Meeting War Room Bot
Briefs for tomorrow's meetings every evening, and a Friday chase of overdue actions.
Before: Wed Oct 7, 5:30 PM. Thursday: a 1:1, a 9-person product sync with no agenda, Acme QBR prep, and the Northwind renewal call at 4:00 PM. Notion: you still owe Northwind a revised quote, due Fri Oct 2.
After: 4 meetings tomorrow, first at 9:00 AM. Highest stakes: Northwind renewal call, because you owe them the revised quote (3 working days late). Needs you tonight: - Send Northwind the revised quote, or decide what you will say about it at 4:00 PM. - Get Owen's answer on 12% for a 2-year term before 4:00 PM. - Weekly product sync: 9 people, no goal in the invite, status topics only. Could be async.
Meeting War Room Dot
Your dot preps your meetings, keeps the decision log in Notion and chases late owners.
Before: Thu Oct 15, 8:00 AM. Acme quarterly review (client, 60 min) and Hiring sync are both at 10:00 AM, both accepted. Elena asked last night for your call on keeping CSV import for Acme by Friday.
After: 4 meetings, first at 10:00 AM. Highest stakes: Acme quarterly review. Needs you - Conflict at 10:00 AM: Acme quarterly review (client, 60 min) overlaps Hiring sync (30 min, Marco). Recommendation: keep Acme, move Hiring sync next to your 3:00 PM 1:1 with Marco. Your call: I do not move meetings. - Decision waiting: Elena asked for your call on keeping CSV import for Acme by Fri Oct 16. It is Q1 from the Onboarding v2 launch sync, still open.
Meeting War Room Skill
Turn any transcript into decisions, owned actions with due dates and a recap to send.
Before: Wed Oct 7, Zoom transcript: [02:30] Priya: ok so let's do it. Beta goes to those 20 accounts on Tuesday. [04:40] Marco: I think we're all aligned on killing the CSV import, right? [04:44] Dana: yeah makes sense [04:46] Speaker 3: hmm, Acme uses it every Monday for their roster upload
After: D1. Onboarding v2 beta goes to the 20 opted-in accounts on Tue Oct 13. Decided by: Priya Raman. A1. Priya Raman: Ask Acme whether they still need CSV import for their Monday roster upload. Due: Fri Oct 9 [suggested]. Q1. Do we remove CSV import in v2? Owner: Priya Raman. Needed by: Mon Oct 12. FLAGS - Fake decision: "aligned on killing the CSV import" [04:40] was contested at [04:46]. Logged as Q1, not a decision.
Good meetings end with owners and deadlines. These kits prepare a brief before the call and turn the recording into a recap with action items afterwards.