What this does
After a client call, team meeting, or case review, the workflow turns rough notes into a short recap. It separates decisions from open questions, gives each action an owner, and prepares the email everyone needs.
The result is not a long transcript nobody reads. It is one page that makes the next week easier.
What you get
- A meeting-note template that captures decisions and actions
- A recap format that takes less than two minutes to review
- A simple owner and due-date tracker
- Prompts that favour clarity over meeting jargon
What it replaces
The follow-up message someone means to write later, and the uncertainty that follows when nobody is quite sure what was agreed.
Honest limits
Always review the recap before it goes out. Recording consent, confidentiality, and professional record-keeping rules are your responsibility. This workflow organizes notes; it is not a legal, clinical, or compliance record system.