Prepare follow ups from agreed notes

Follow up on what was agreed.

Use agreed meeting or call notes to draft decisions, actions and questions. A person checks the draft before any message or task is created.

1. Check the source

Keep the meeting date, notes link, version and who agreed them. If a transcript and notes conflict, ask the meeting owner.

2. Separate decisions from suggestions

A possible action is not a commitment. Keep confirmed decisions, suggestions and open questions separate.

3. Build the action list

For each action, record the task, owner, agreed due date and source location. Write Not agreed if an owner or date is missing. Do not infer one from a job title.

4. Review before sending

Put decisions first, then actions and questions. Keep internal comments out of the message. The approver checks the draft against the source and records edits. Sending or creating tasks needs separate authority.

Your follow-up worksheet

• Meeting, date, source link and version
• Who agreed the notes
• Recipients and purpose
• Approver and backup
• Sending and task authority
• Draft location and status
• Actions, owners, dates and source lines
• Approval, sent version and corrections

Use only what recipients need. Keep private records and credentials out of worksheets shared by email or in booking fields.