Operations and admin
Organize your own non-sensitive meeting notes into action items
Turns messy notes into a clear list of who does what by when.
Take care first — Use only notes about routine business; skip anything about clients, staff issues, donors or finances.
Please note: This site is only a guide to help people understand. Consult your IT, security and/or privacy department for clarification.
Before you start, gather
Paste only routine notes into [PASTE NON-SENSITIVE MEETING NOTES HERE], copied from your own minutes or shared document. Afterward, confirm each owner and due date with that person before you send the list.
Starter prompt
These notes come from a nonprofit meeting, so flag anything about funder deadlines, volunteer needs or board follow-up. Turn these meeting notes into: a 3-sentence summary, a list of decisions made, and an action-item table with owner, task and due date. If an owner or date is missing, list it under 'Needs a decision'. Do not invent owners, dates or decisions the notes never state; leave them under 'Needs a decision' instead of guessing. [PASTE NON-SENSITIVE MEETING NOTES HERE]
Paste the prompt into your AI tool first, then replace the placeholders with your own details. Don't use real names of clients or donors.
Open an AI tool
You are leaving this guide. Copy the prompt first, then open a tool. The link goes to the website of the company named on each link, in a new tab. That company's terms and privacy policy apply there. Paste the prompt in, then replace the placeholders with your own details. Don't enter real names or confidential details.
- Open Claude (Anthropic) (opens Anthropic's website in a new tab)
Anthropic documents pre-filled links only for the Claude Desktop app, not for the website, so copy the prompt and paste it in.
- Open ChatGPT (OpenAI) (opens OpenAI's website in a new tab)
OpenAI does not document a link that pre-fills a prompt, so copy the prompt and paste it in.
- Open Gemini (Google) (opens Google's website in a new tab)
Google does not document a link that pre-fills a prompt, so copy the prompt and paste it in.
- Open Grok (SpaceXAI) (opens SpaceXAI's website in a new tab)
SpaceXAI (the company behind Grok) does not document a link that pre-fills a prompt, so copy the prompt and paste it in.
- Open Amazon Bedrock (hosts Llama; needs an AWS account) (opens Amazon Web Services' website in a new tab)
Llama has no chat website of its own, and Meta's own assistant (Meta AI) now runs on a different Meta model. One host is Amazon Bedrock: sign in to AWS, open a playground, and paste the prompt.
- Open Microsoft Copilot (Microsoft) (opens Microsoft's website in a new tab)
Microsoft documents no link that pre-fills a prompt, so copy the prompt and paste it in. The Copilot page shows a Sign in button, and you may need to sign in.
- Open Perplexity (Perplexity AI) (opens Perplexity AI's website in a new tab)
Perplexity documents no link that pre-fills a prompt, so copy the prompt and paste it in.
- Open Mistral Le Chat (Mistral AI) (opens Mistral AI's website in a new tab)
Mistral renamed Le Chat to Vibe, at the same web address. Mistral documents no link that pre-fills a prompt, so copy the prompt and paste it in.
- Givebutter (Givebutter): no website to open from here. Givebutter Magic works inside a Givebutter account; there is no public chat page.
- Grantable (Grantable): no website to open from here. Grantable's AI works inside a Grantable account; there is no public chat page.
Check the result
Check that each action item matches what was actually agreed and that owners have confirmed their tasks.
What it might get wrong
An owner or due date given to someone who never agreed to it. A casual idea recorded as a decision. A funder deadline mentioned in passing that turns into a firm task.