Turn client calls into filed notes and action items with Notion AI

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A Notion consultant uses Notion AI meeting notes on client calls. It transcribes the call and produces a summary of what was discussed and decided, with action items and owners, filed straight into the consultant's own meetings database, with no outside bot joining the call.

Prompt to copy
From this meeting's transcript, write: a three-line summary, the decisions we made, and a table of action items with owner and due date. Then draft a short, friendly follow-up email to [CLIENT NAME] confirming the next steps.

Replace the [PLACEHOLDERS] with your own details before you send it.

How to try it

  1. Check your Notion plan includes AI meeting notes, and set your own meetings database as the default in the settings.
  2. Start the recording before the call begins, not halfway through, and let everyone know it’s being recorded.
  3. Read the summary straight after the call and fix anything it got wrong before sharing it.

Read the full guide →

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Reference: The Digi Crafters