Turn any call into clean notes and next steps.

Your answers write the prompt and the downloads for you. They stay in your browser and nobody else sees them.

Claude works from the words that were said. Pick whichever of these matches how you take calls.

On Zoom (Pro plan or above)

1. Once, before your next call: sign in at zoom.us, open Settings, find the cloud recording settings and tick Create audio transcript. Click Save.
2. On the call, click Record and choose Record to the Cloud.
3. Afterwards, Zoom emails you when the recording is ready, then again when the transcript is ready.
4. In the Zoom web portal, open Recordings & Transcripts, then the Cloud recordings tab, then your meeting. Hover over Audio transcript and click download.

On Google Meet (Business Standard, Workspace Individual or above)

1. On the call, click Meeting tools at the bottom right, then Transcribe, then Start transcription. Click Start.
2. After the call, the transcript is in the organiser’s Google Drive, in the Google Meet folder. You also get an email with a link.

From any recording on a Mac

One prompt does the summary, the action items and the email in one go.

1. Open claude.ai and start a new chat.
2. Add the transcript. A .txt file can be attached with the paperclip. For a Zoom .vtt file or a Google Doc, open it, select all, copy, and paste it into the chat.
3. Copy your prompt below, paste it underneath and send.

Attached is the transcript of a sales call with a potential client.

ABOUT ME
- My name: [YOUR NAME]
- What I want from these notes: [WHAT YOU WANT OUT OF YOUR CALL NOTES]

Read the whole transcript first. The speaker labels might be wrong or missing, so work out who's who from what they say.

Then give me these sections, in this order:

1. SUMMARY
Five lines at most. What the call was about and where it ended up.

2. WHAT THEY SAID
The points that matter, in their own words where you can. Quote the exact line for anything about money, timing, worries or what they want.

3. DECISIONS
Everything we agreed. If nothing was agreed, say so.

4. ACTION ITEMS
A table: what, who, and by when. Only put a date if someone said one. Otherwise write "no date set".

5. OPEN QUESTIONS
Anything left unanswered, or anything I said I'd find out.

6. FOLLOW-UP EMAIL
A short email from me to them. Tone: warm and friendly, like a note to someone I like. Thank them, recap what we agreed in plain words, list the next steps with who does what, and end with the one next step that matters most. Sign it [YOUR NAME].

Rules:
- Use only what's in the transcript. Never invent a fact, number, date or promise.
- If something is unclear or the transcript is garbled, write "CHECK:" and what I need to confirm.
- Short sentences. Plain words. No filler.

Claude can mishear a number or mix up who said what. Two minutes of checking keeps you from sending a wrong date to a client.

1. Read the action items. Does each one have the right name next to it?
2. Check every date and every number against what you remember.
3. Sort every line marked CHECK: before you send.
4. Read the email out loud. If it doesn’t sound like you, tell Claude what to change.

Make the email shorter.
Priya owns the second action item, not me. Fix the table and the email.
Add that I'll send the proposal by Friday.
Turn the action items into a checklist I can paste into my to-do app.

Put your instructions in a Claude Project once. Every call after that is: open the project, drop in the transcript, send.

1. In claude.ai, click Projects in the left sidebar, then + New Project.
2. Name it "Call notes".
3. Click Set project instructions, paste the instructions below and click Save instructions.
4. From now on, start each call’s chat inside this project and just add the transcript. You can type "Go" with it.

I'm [YOUR NAME].

Every chat in this project starts with a call transcript. Unless I say otherwise, turn it into these sections: Summary, What they said, Decisions, Action items (a table of what, who and by when), Open questions, and a Follow-up email from me.

What I want from my call notes: [WHAT YOU WANT OUT OF YOUR CALL NOTES]
Follow-up email tone: warm and friendly, like a note to someone I like. Sign emails [YOUR NAME].

Use only what's in the transcript. Quote exact lines for anything about money, timing or worries. Only give a date if someone said one. Mark anything unclear with "CHECK:". Never invent a fact, number, date or promise.

Tick what you want. Each file is written from your answers in step 1.

• My call notes promptThe prompt and the project instructions, filled in and ready to reusemy-call-notes-prompt.md
• Call notes templateA blank page for every call, with the check-before-you-send listcall-notes-template.md