Meeting minutes template with attendees and action items.
Two repeating tables — attendees and action items — plus an agenda block. Download it free and let Claude turn a transcript into clean minutes.
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About this template
This minutes template pairs {{TableStart:Attendees}} and {{TableStart:ActionItems}} regions with meeting metadata and a free-text agenda summary. It's a perfect fit for an agent workflow: paste or pipe in a transcript, and Claude fills the header, lists who attended, summarizes the discussion, and extracts owner/task/due-date action items into the table.
Every {{placeholder}} the agent fills in.
| Field | What it means | Example |
|---|---|---|
{{MeetingTitle}} | Title of the meeting. | Q3 Planning Kickoff |
{{Date}} | Date and time. | 2026-06-13 10:00 |
{{Location}} | Where it was held. | Room 2 / Zoom |
{{Chair}} | Person chairing. | Dana Whitfield |
{{Attendees}} | Repeating region — one row per attendee (Name, Email, Role). | array of rows |
{{Agenda}} | Free-text summary of the discussion. | Reviewed Q2 outcomes… |
{{ActionItems}} | Repeating region — one row per action (Owner, Task, DueDate). | array of rows |
Ask Claude in plain English.
Or pass a JSON payload directly
{
"MeetingTitle": "Q3 Planning Kickoff",
"Date": "2026-06-13 10:00",
"Location": "Room 2 / Zoom",
"Chair": "Dana Whitfield",
"Attendees": [
{ "Name": "Priya Nair", "Email": "[email protected]", "Role": "Engineering" },
{ "Name": "Sam Okoye", "Email": "[email protected]", "Role": "Product" }
],
"Agenda": "Reviewed Q2 outcomes, agreed Q3 priorities, discussed hiring plan.",
"ActionItems": [
{ "Owner": "Priya", "Task": "Draft the migration plan", "DueDate": "2026-06-20" },
{ "Owner": "Sam", "Task": "Finalize the roadmap deck", "DueDate": "2026-06-18" }
]
}From download to Claude-callable in four steps.
Grab the .docx, open it in Word, and swap in your logo, colors, and any clauses you want. Keep the {{placeholders}} you need.
Drop the file into your DocExport workspace. It auto-annotates every field in plain English so your agent knows what each one means.
Point Claude (Desktop, API, or any MCP client) at your DocExport endpoint. The template shows up as a callable tool.
Ask in plain English. Claude previews, self-corrects, and returns a polished PDF or DOCX via signed URL.
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