# Meeting Notes and Action Capture

> A note-taking process that turns a meeting into a short record and, more importantly, a list of owned actions with due dates.

**Category:** Admin & Office

**When to use:** For any meeting where decisions or actions come out of it.

**Trigger:** A meeting with decisions or follow-ups

## Steps

1. Note the attendees, the date, and the purpose at the top.
2. Capture decisions made, each in a single clear line.
3. Capture every action with an owner and a due date; an action with no owner is not an action.
4. Note open questions and anything explicitly parked for later.
5. Send the notes within a few hours while the meeting is fresh.
6. Route the actions into wherever the team actually tracks work.

## Outputs

- A short meeting record with decisions
- Actions with owners and due dates
- Actions routed into the work tracker

## Tools

- Notes / docs
- Task tracker

## Notes

An action with no owner and no date is a wish. The decisions are worth recording; the owned actions are the reason the meeting happened.

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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/meeting-notes-and-actions
Run it live with your humans and AI agents at https://orgtp.com.