How I Use AI to Turn Meeting Minutes into Action Items

Angel Oh

Product Manager II & Former Synchronized Swimmer

Angel works alongside the product team to help build new features and improve customer experience.

You just wrapped a strategy meeting—ideas were flying, actions were agreed on, and someone promised to send the minutes. A week later? Silence.

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Picture this: It’s 5:05 p.m. on a Tuesday.  

You just wrapped a strategy meeting.  

Everyone nodded along as action items flew around like confetti.  

Someone from the team promises to “send out the minutes” tomorrow.

Flash forward a week—those brilliant insights? Buried in a doc no one opened. Every strategy meeting feels productive in the moment. But now you’re wondering what actually changed, who’s supposed to do what, and if anything from that meeting made it into your plan.

As a product manager, that’s the gap I live to close. Our team obsesses over turning strategy from talking points into an actionable workflow, with assigned owners and clear steps. And I've found my favorite tool for closing that gap: AI-Powered Action Plan.  Here are 5 easy steps you can follow:

📝 Step 1: Record the Meeting

Use whatever your team already relies on—Zoom, Teams, Webex, you name it. Bonus points if your platform offers AI-generated transcripts or summaries. The goal is to capture everything, not just the slide titles.

💡 Pro tip: We use Gong at ClearPoint, which gives us call recordings, transcripts, and even flags action items—but you can do this with exported transcripts, too.

🚮 Step 2: Dump It All In

Once the call is over, bring in all the context:

  • The raw transcript
  • Any pre-reads or slide decks
  • Notes taken by team members

No formatting needed—just a full brain-dump.

🤖 Step 3: Let AI Find Action Items

This is where the magic starts.

Let AI comb through the transcript looking for:

  • Defined tasks or projects
  • Strategic goals or KPIs they align with
  • Named owners (even if it’s “let’s have Priya handle that”)

📉 Step 4: Identify Areas That Need Help

Now, let’s switch to the data-driven lens.

The AI analyzes performance elements discussed in the meeting and flags anything off-track. If your goal is lagging, it recommends:

  • A new action item to course-correct
  • Suggested owner(s)
  • A link back to the underperforming metric or objective

This isn’t just note-taking. It’s strategy maintenance in real time.

Check out 5 AI prompts every strategy manager should be using.  

🛠️ Step 5: Break Down Big Tasks

Some action items are chunky. Like, “launch community survey” or “revamp internal dashboard”—not things you knock out in an afternoon.

Instead of leaving it vague, I ask ClearPoint’s AI to break it into milestones. It’ll propose steps like:

  • Draft survey questions
  • Get internal review
  • Launch beta with 10 users
  • Roll out citywide

Suddenly, “do the big thing” becomes “here’s how to get started next week.”

You Can Do These Steps Today—But ClearPoint Takes It Even Further

With this five-step process, you can get started right away using your existing tech stack—record your meetings, export transcripts, highlight tasks, assign owners, and follow up manually. It’s doable.

But ClearPoint makes it seamless.

With all your performance data, strategic goals, meeting notes, and AI assistants in one platform, you’re not just capturing action items—you’re streamlining the entire workflow. From insight to impact, everything stays connected:

  • Tasks are automatically linked to KPIs and strategic objectives
  • Underperforming elements can create AI-recommended action plans
  • Large initiatives are broken down into milestones with suggested owners
  • No double entry. No lost follow-ups. No guessing what’s next.

ClearPoint helps you turn strategy conversations into strategy execution—with less work and more clarity.

See how AI can turn meeting chaos into clarity. Get a demo!