From meeting to next steps

When you need to connect what was discussed in a meeting to follow-up actions

Only you can see the new document. Checks and statuses start empty, and share links, polls and surveys open when you publish them yourself.

First, write down the questions this meeting needs to decide.

Meeting details

Pick the time, type and note-taker in the document details above, and list the agenda with minutes in the table below.

Agenda	CategoryLabels	PresenterAssignee	MinutesNumber	OutcomeStatus
Follow up on the last meeting	Share	Empty	10	Empty
Review the proposal	Decisions	Empty	20	Empty
Set the next date	Discuss	Empty	5	Empty

Row 1

Row 2

Row 3

What to decide today

Write down the questions you need to settle today, then start the meeting.

Question to decide 1

Question to decide 2

Discussion

Note each point of discussion on its own line, separate from the decisions.

•

Write down what was discussed.

A line about objections or why something was put on hold makes the next meeting shorter.

To-dos after the meeting

When the meeting ends, add a line for each item: who will do what, and by when.

Follow-up action	Assignee	Due date	Priority	Progress	Discussion notes
Draft a proposal for decision	Not set	Not set	Not set	Not set	Not set
Confirm the next review date	Not set	Not set	Not set	Not set	Not set
Gather materials to review	Not set	Not set	Not set	Not set	Not set

Draft a proposal for decision

Confirm the next review date

Gather materials to review

What we decided

Decision draft

☐

Shared the meeting notes with attendees.

☐

Set the date for the next meeting.

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