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Consultants · Client Meeting Notes

Recap a client meeting into decisions and owners.

Who this is for

Consultants and freelancers who run back-to-back client meetings and need a defensible record of what was decided and who owns what.

The moment this saves you

A week later the client says “I thought you were handling that,” and I have nothing in writing. The decisions and owners were clear in the room and undocumented an hour later.

See it work

Messy spoken thought in. A clean, structured artifact out.

What you said

Okay just wrapped with the Hartley account. Big thing is they approved the scope for phase two, that's locked. They want to push the launch from end of June to mid July because their marketing team isn't ready, I'm fine with that. Action items, I need to send the revised timeline by Wednesday, their side, Janet is going to get me the brand assets by Friday, and we agreed I'd loop in their dev contact, his name is Raj, on the integration piece. Open question still is the budget for the extra month, that's unresolved, they're checking internally.

client-meeting-notes.md

Client meeting, Hartley account, June 5, 2026

Decisions:

  • Phase 2 scope approved (locked)
  • Launch moved from end of June to mid-July (their marketing isn't ready)

Action items:

  • Send revised timeline by Wednesday, Me
  • Provide brand assets by Friday, Janet (client)
  • Loop in Raj (client dev contact) on the integration, Me

Open questions:

  • Budget for the extra month, unresolved; client checking internally

The workflow

1

Record a voice note

Hit the hotkey and talk, no formatting, no typing.

2

Tag it with this context

Contextli shapes your words into the structured output above.

3

Find it later

Everything's searchable and organised by context.

4

Pull it into Claude or ChatGPT

Bring your contexts straight into your AI tools with the Contextli MCP.

Your raw recording and transcription stay on your device, so you can always go back to the original.

The prompt behind this context

system prompt

I'm going to recap a client meeting. Turn it into structured meeting notes with three bold sections: **Decisions** (what was agreed or locked), **Action items** (a checkbox list, `- [ ] task, *owner*`, assign the owner I named, use *Me* for my own items), and **Open questions** (anything left unresolved). Start with a bold "Client meeting, [account], [today's date]" heading. Keep names, dates, and owners exactly as I said them, they're the accountability record. If a section is empty, omit it. Don't invent action items, owners, or decisions. Output only the notes.

Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.

Use this context

One tap adds it to your clipboard. Open Contextli and paste to add it.

Next, open Contextli, Contexts, Import, paste.

Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.

Your raw recording and transcription stay on your device, so you can always go back to the original.

Related contexts

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Client Meeting Notes