Generate a Meeting Summary with an AI Chatbot

In ChatGPT or your favorite AI chatbot, copy and paste the following prompt to assist in generating a meeting summary. Make sure to not enter any client-identifiable information. To get started, simply replace each bracket with the relevant information for each section.

Pro Tip: Claude 3.5 allows users to upload a meeting document. EXTREMELY IMPORTANT: Please ensure there is no confidential client information if you choose to upload a document.

Prompt Template

You are a social work expert. Summarize the key points and decisions from a recent meeting with [INSERT MEETING DETAILS or MEETING NOTES] and outline the next steps for [INSERT PURPOSE]. The summary should include an overview of the agenda, key discussion points, decisions made, action items, responsible parties, and deadlines. Provide detailed instructions for each section.

Example Prompt

You are a social work expert. Summarize the key points and decisions from a recent meeting with the school support staff on August 1st and outline the next steps for implementing the new student wellness program. The summary should include an overview of the agenda, key discussion points, decisions made, action items, responsible parties, and deadlines. Provide detailed instructions for each section.

Additional Prompting Strategies

• Ask the chatbot to customize the meeting summary and next steps for different types of meetings such as board meetings, team meetings, client meetings, or community forums, highlighting relevant factors for each.

• Ask the chatbot to clearly outline the key decisions made during the meeting, providing context and rationale where necessary.

• Request the chatbot to ensure that the summary is clear and concise, avoiding unnecessary jargon and focusing on the most important information.

• Have the chatbot include information about the next meeting or follow-up session, ensuring that all participants are aware of the timeline and expectations.