Executive Summary Generator

Condense a long meeting or expert interview into a 2-3 sentence summary plus decisions, actions, and risks.

When to use it

Use when you need to brief a partner, client, or co-counsel on a meeting, interview, or expert consultation without forcing them to read the full transcript. Particularly valuable for expert witness interviews where you need a high-level read on positions and supporting evidence.

The prompt

Copy the prompt below, paste into ChatGPT, Claude, or your firm's preferred LLM, then paste your transcript where the placeholder indicates.

Analyze this meeting transcript and create a concise executive summary formatted for C-level review:

## Executive Summary
Write 2-3 sentences that capture: the meeting's strategic purpose, key decisions reached, and primary outcomes achieved.

## Critical Decisions Made
List each major decision with:
- The specific decision
- Who made it (or voting outcome)
- Strategic rationale given
- Implementation timeline if mentioned

## Action Items & Accountability
For each action item identified:
- **Task:** [specific deliverable]
- **Owner:** [responsible person/team]
- **Deadline:** [specific date or timeframe]
- **Dependencies:** [what needs to happen first]

## Strategic Implications
Analyze how decisions impact:
- Business objectives and KPIs
- Resource allocation (budget, people, time)
- Risk profile and mitigation needs
- Competitive positioning

## Risk Assessment
Identify any concerns, challenges, or potential issues mentioned:
- **Risk:** [specific concern]
- **Impact:** [potential consequences]
- **Mitigation:** [proposed solutions or next steps]

## Immediate Leadership Actions Required
List any decisions or approvals needed from leadership within the next 30 days.

Please maintain strict factual accuracy and avoid interpretations not directly supported by the discussion.

Meeting transcript:
[PASTE YOUR TRANSCRIPT HERE]

How to use it well

For expert witness consultations, replace "C-level review" mentally with "lead trial counsel review" — same structure, slightly different audience.
The "Strategic Implications" and "Risk Assessment" sections often surface considerations the speakers themselves didn't explicitly call out. Treat as starting hypotheses to verify.
Pair with Action Item Tracker for granular follow-up; this prompt is high-altitude, that one is granular.
Best on meetings 30+ minutes long. Shorter meetings produce shorter, less-useful executive summaries.

Expected output

A 2-3 sentence summary plus structured sections covering decisions, action items, strategic implications, risks, and required leadership actions.

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Frequently asked questions

Is this useful for expert witness consultations?

Yes. Mentally substitute "C-level review" with "trial counsel review" — the structure (decisions, action items, risks, leadership actions) maps cleanly to expert prep. Particularly useful when you need to brief a partner or co-counsel on a long expert interview without making them read the full transcript.

How long should the meeting be for this prompt to add value?

Best on 30+ minute meetings. Shorter meetings produce shorter, less-useful summaries — the prompt's value is condensing density. For 5-15 minute calls, a quick handwritten note is faster than running this.

Will it interpret beyond what was actually said?

The prompt explicitly instructs the LLM to maintain strict factual accuracy and avoid interpretations not directly supported by the discussion. In practice, LLMs occasionally infer things that weren't stated; spot-check the Strategic Implications section against the source if you intend to act on it.