ChatGPT meeting summary prompts

Meetings are essential for sharing ideas, making important decisions, and planning the next steps. But all too often, key points and responsibilities are lost after the meeting if precise documentation is not available. AI tools are used correctly, an ideal tool for turning loose notes into a coherent summary that is helpful for everyone involved. With which Prompts To generate the best summaries for meetings of all types, click here.

Executive Summary Prompt: The most important points at a glance

An executive summary serves as a condensed overview of the key results and decisions of a meeting. This form of summary is particularly ideal for managers who do not have time to work their way through detailed protocols. With the following prompts, an AI solution such as ChatGPT can provide a precise overview in just a few seconds:

● Key objectives: Summarize the primary goals and key learnings from the meeting.

● Strategic decisions: Highlight significant decisions, including their expected impact on future strategies.

● guidelines: Keep the summary short and clear. Limit it to a size that can be read in less than 2 minutes. Use bullet points or well-defined sections to improve readability. Integrate relevant data discussed during the meeting to support analysis, decisions, and next steps.

The strength of the Executive Summary lies in its brevity and clarity. It highlights the key points without getting lost in details and is ideal for quick coordination or reporting to stakeholders.

Prompt templates for meeting minutes: detailed documentation made easy

Meeting minutes are the backbone of any well-structured meeting. They document in detail all discussed points, decisions, open questions and next steps. The following prompts ensure that no relevant details are lost.

● Attendees: List all participants with their roles and departments.

● Discussion points: Summarize the topics discussed, including debates or alternative viewpoints.

● Decisions: Document decisions made, who made them, and the reasons for them.

● Tasks: List assigned tasks, responsible people, and deadlines.

● Data & insights: Highlight presented data or shared insights that influenced the meeting

● Follow-up: Note down agreed follow-up meetings or checkpoints.

Sales Discovery Notes Prompt Templates: Efficiently Capture Customer Needs

In sales, it is crucial to precisely understand the needs and challenges of customers. Sales discovery notes help to record this information in a structured way. With the following prompt templates, you get to the heart of the matter:

● Customer needs: Describe the customer's expressed needs, challenges, and goals.

● Proposed solutions: Detailed potential solutions that were discussed to address the customer's needs.

● Questions & clarifications: List all questions from the customer and the clarifications provided.

● Tasks: Outline next steps for the sales team and customer, including documents or information to be shared.

● Feedback: Record initial customer feedback or responses to suggested solutions.

Meeting summary prompt: optimize sales strategies

Sales meetings and demos are the basis for successful deals. But without a clear summary of the discussed content, valuable information is quickly lost. The following summary prompts are ideal for sales calls and demos:

● Meeting goals: Clarify the goals set for the sales meeting and whether they were achieved.

● Customer insights: Document insights into customer behavior, preferences, or feedback shared during the meeting.

● Product updates: Summarize new product features, updates, or offerings that were discussed.

● Tasks: List detailed tasks for the team, including roles, responsibilities, and timelines.

● Decisions: Highlight key decisions about strategies, pricing, or customer approaches.

● Key performance indicators: Review discussed sales performance indicators or goals.

● Feedback: Record initial customer feedback or reactions to the demo or discussions.

Prompt for customer success notes: Strengthen customer relationships

Customer success notes are crucial for ensuring customer satisfaction and building long-term relationships. Here are the best prompts:

● Customer feedback: Gather specific feedback from customers about products or services.

● Solution optimization: Discuss suggested solutions or adjustments to improve customer satisfaction.

● Key performance indicators: Review key metrics or KPIs that measure customer success and any changes over time.

● Tasks: List measures that should be taken to address customer concerns, including responsible parties and deadlines.

● Tracking plans: Outline plans for ongoing customer engagement, including scheduled check-ins or updates.

● Innovative ideas: Write down new ideas or suggestions to improve customer experience or loyalty.

Team Update Notes: Make progress visible

Team Update Notes provide an overview of the current status of projects and the team's successes. With the following prompt templates, you can easily summarize the current state of the team:

● Team successes: Highlight successes and milestones that the team has achieved.

● Progress tracking: Give an update on ongoing projects, including the current status and any challenges.

● Tasks: List specific assigned tasks, including deadlines and responsible persons.

● Upcoming destinations: Outline goals for the upcoming period.

● Ideas and suggestions: Encourage submission of new ideas or suggestions to improve team performance or processes.

● Team feedback: Summarize feedback or concerns from team members and suggest solutions.

This form of summary is ideal for promoting transparency within the team and clearly defining the next steps. Many tools also offer the option to share updates directly to collaboration platforms such as Slack, which makes communication even more efficient.

Training Session Notes: Securing knowledge sustainably

Training sessions are valuable, but key insights are often lost if they are not properly documented. With the following prompts, AI can create a concise and easy-to-understand overview of your training:

● Research objectives: State the goals of user research and whether they were achieved.

● Key findings: Highlight significant insights about user behavior, preferences, and pain points.

● Data analysis: Summarize data collected during research, including user surveys, interviews, or usability tests.

● Tasks: List recommendations for product or service improvement based on research findings.

● Next steps: Define any further research or validation that is required.

● Feedback from stakeholders: Include feedback from stakeholders on research findings and proposed actions.

Sally AI: The smart alternative to ChatGPT meeting summary

If you're looking for an even easier way to create meeting summaries, Sally AI offers an innovative alternative to classic AI prompts. Instead of having to formulate detailed instructions, takes Sally AI automatically analyses and prepares your meeting content.

Die automatic summary function recognizes key areas such as decisions, open questions and tasks — without you having to intervene. Sally AI adapts flexibly to various types of meetings:

● For executive summaries: Sally AI filters out strategic insights and key decisions and presents them clearly.

● For meeting minutes: Detailed minutes are prepared, including speaker identification and a clear structure according to topics and responsibilities.

● For sales meetings or customer feedback: Sally AI categorizes content such as customer requirements, challenges, and to-dos to provide sales teams with a perfect basis for follow-up.

Another advantage: You can integrate the results directly into common tools such as Asana, Salesforce, or Slack. Sally AI not only saves you time, but also provides more clarity and structure — whether for small team updates or extensive project meetings.

Try the free demo version and see how easy and efficient meeting summaries can be — without any additional input. With Sally AI, you can turn your meetings into productive results without worrying about the right prompts.

Conclusion: The best prompts for perfect meeting summaries

With the right prompts, confusing meetings become precise summaries that summarize all essential content and can be easily and digitally accessible. Regardless of whether you need an executive summary, create detailed meeting minutes or want to record a customer's requirements — with AI tools such as ChatGPT, you can create summaries with just a few clicks and simple prompts. For raw audio and video content, use AI transcription software such as Sally AI, which automatically transcribes video and audio recordings.

Try it out: Sign up for Sally's free demo and generate your first automated meeting summary today.

‍