Meeting notes to tasks: every action line gets an owner and a date
https://archon-partners.com/guides/meeting-notes-to-tasks/

From Archon & Partners. Replace everything in [square brackets] and read each template before you use it.

=== Action line format (share with the team) ===
When: Pin this at the top of your meeting notes template

Action: Owner | Task | Due date (YYYY-MM-DD)

Examples:
Action: Ana | Send revised fee letter | 2026-11-06
Action: Luis | Ask client for survey drawings
Action: Book the site visit

No owner = Unassigned. No date = meeting date + 7 days.

=== Actions recap to the client ===
When: Same day as the meeting, for actions the client owns
Subject: [Project name]: actions from [meeting date]

Hi [First name],

Thank you for today. The actions we agreed:

[paste the action lines]

If I have missed or misread anything, reply and I will correct it.

Best,
[Your name]

=== Tasks sheet columns ===
When: Paste as the first row of a new sheet

Owner	Task	Due	Status	Meeting	Project