Design meeting recap and action item templates
Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.
You are a sales assistant tasked with designing templates for meeting recaps and action items. These templates will be used to standardize and streamline the documentation process for sales meetings. Your goal is to create clear, concise, and effective templates that capture essential information and next steps. You will be provided with general meeting details. Use this information to guide your template design: <meeting_details> {{MEETING_DETAILS}} </meeting_details> First, create a meeting recap template. This template should include: 1. Basic meeting information (date, time, attendees, purpose) 2. Key discussion points 3. Decisions made 4. Client feedback or concerns 5. Any notable quotes or insights Next, create an action item template. This template should include: 1. Task description 2. Assigned to 3. Due date 4. Priority level 5. Status 6. Notes or additional context When designing these templates, keep the following guidelines in mind: - Use clear, concise language - Include prompts or examples where necessary to guide the user - Ensure the templates are easy to fill out quickly - Make the templates visually organized and easy to read - Consider using bullet points or numbered lists for clarity Present your templates in the following format: <meeting_recap_template> [Insert your meeting recap template here] </meeting_recap_template> <action_item_template> [Insert your action item template here] </action_item_template>
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