> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stru.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting Minutes & Action Trackers

> Turn raw meeting notes or a transcript into formatted minutes and an action item tracker

## Notes In, Minutes Out

Give the [Structural Agent](/platform-guides/structural-agent) your raw material (typed notes, a transcript export, photos of a marked-up agenda) and ask for minutes. It structures the discussion into topics, decisions, and action items, and formats the result as a document you can circulate.

## Step-by-Step

<Steps>
  <Step title="Get the raw notes into the chat">
    Attach the source with the **+** button in the message box, or paste text straight in. Transcript exports from your meeting software (Word, PDF, or plain text) work as attachments. Photos of handwritten notes work too.
  </Step>

  <Step title="Say what you want and who was there">
    Name the project, the meeting, and the attendees. Ask for the outputs you need:

    ```text Example theme={null}
    @OAC_Meeting_Transcript.docx Draft meeting minutes for the
    Building 4 OAC meeting, June 12. Attendees: J. Doe (owner rep),
    A. Smith (architect), our office (SEOR). Organize by topic,
    capture decisions and open items separately, and end with an
    action item table: item, owner, due date.
    ```
  </Step>

  <Step title="Review the draft in the chat">
    The agent returns the minutes in the conversation. Correct anything it misheard or misattributed with a follow-up message:

    ```text theme={null}
    The waterproofing decision was tabled, not approved. Move it
    to open items and assign it to the architect.
    ```
  </Step>

  <Step title="Get the files">
    Ask for the format you circulate: Word, PDF, or both. For the action tracker, ask for a spreadsheet:

    ```text theme={null}
    Finalize as a PDF, and give me the action item table as an
    Excel file I can update between meetings.
    ```

    The files arrive as download links and are saved to your [Files area](/how-to/file-management).
  </Step>
</Steps>

<Tip>
  **Company minutes format?** Keep your minutes template in your [Standards folder](/how-to/standards-folder) and the agent follows it automatically. See [Branded Reports](/workflows/branded-reports) for the setup.
</Tip>

## Keeping the Tracker Alive

Bring the tracker back to the next meeting's notes and ask the agent to reconcile:

```text theme={null}
@Action_Tracker.xlsx @June26_Notes.txt Update the tracker from
these notes: mark completed items, add new ones, and flag
anything past due.
```

<Warning>
  **Check attributions before circulating.** Minutes assign statements and commitments to named people. Read the draft against your own memory of the meeting; a misattributed decision causes more trouble than a missed one.
</Warning>

## Next Steps

<CardGroup cols={2}>
  <Card title="Using the Chat Input" icon="keyboard" href="/how-to/chat-input">
    Attaching files, dictating, and pasting.
  </Card>

  <Card title="Branded Reports" icon="file-lines" href="/workflows/branded-reports">
    Minutes on your company template.
  </Card>
</CardGroup>

<Info>
  **Questions?** Email **[support@stru.ai](mailto:support@stru.ai)** or [book a call](https://cal.com/bhosh).
</Info>