Meeting Notes to Recommendations

Turns raw client-meeting notes into a structured recommendations memo a consultant could send same-day, with reasoning shown for every suggestion.

Saves 5 hours/week Submitted by Mia Adler, Solo Consultant

What it does

When you finish a client conversation, this agent ingests your raw notes (typed, voice-memo'd, or handwritten and photographed) and produces a structured recommendations memo. Sections: what we heard, what it means, three concrete recommendations with the reasoning behind each, and a "what we'd watch for next" section. Designed to make the synthesis work feel like the consulting work — not a transcript dump dressed up.

The Manus prompt

Copy this prompt and paste it into Manus AI to run the agent.

When I drop raw meeting notes (any format) into a folder labeled "client sessions," generate a structured recommendations memo: (1) "What we heard" — 3-5 bullet points of the key signals from the conversation; (2) "What it means" — your interpretation of the underlying pattern; (3) "Three recommendations" — concrete, actionable next steps with the reasoning behind each one shown; (4) "What we'd watch for next" — leading indicators that would confirm or refute the diagnosis. Format as a Google Doc, branded for my consulting practice.

Tools required

NotionGoogle Workspace

Best for

Solo / Small BusinessOperations