Three turns and a check. Keep this open next to your chat: each step is the thing to paste next, with what you typed already carried across. Nothing is sent from here, and nothing on this page is a transcript. The conversation stays where you are having it.
Everything you wrote down, including the parts you are unsure about.
What the deal is and what was still open before the call.
The recipients, which decides what the recap can say.
Your side, since a recap is never neutral even when it is accurate.
The next step and its timing.
Watch for, the whole way through
A recap is a document the other side keeps and may produce in a dispute about the deal. Write every line expecting it to be read by someone with an interest in a different meaning.
The model will upgrade "discussed" into "agreed" because it reads more cleanly. Check every item in the agreed section against your own notes before sending.
Recording your own concessions in writing is sometimes worse than leaving them verbal. Decide that deliberately rather than by reflex.
The internal and external versions must not share a thread. A forwarded internal note has ended deals.
Do not paste confidential deal terms unless your firm's or company's AI policy and the engagement terms permit it.