This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
The case or deal, and what the meeting was for.
Paste whatever you have. Rough notes are fine; the draft will separate decisions from discussion.
Everyone on the send line, including anyone who was not on the call.
Controls how much strategy and evaluation can survive in the draft.
Date, time, and what it needs to cover.
Watch for these throughout
Recaps circulate and get produced. Assume this one is read aloud at a deposition and write every line to be accurate and boring.
Copying business stakeholders outside the privileged group can waive privilege over the advice the recap reflects. Check the send list before you send, not after.
The model will fill gaps in rough notes with plausible owners and dates. Verify every action item against what was actually said.
If a material decision was made (settlement authority, a waiver, a change in strategy), follow the recap with a memo documenting the advice given. A bullet is not a record.
An action item without an owner and a date does not get done and does not protect you. Do not send with a blank.