How to take meeting notes

A meeting note is written once and read months later by someone who has forgotten writing it. Here is what to set up before the meeting, what to actually write down during it, and what to do in the hour after, plus an honest look at the part a note can't hold: the five emails before the meeting.

The short answer: Before the meeting, open a note with the same six headings you always use and fill in the header. During it, write a few words per line under decisions, actions (with owner and date), open questions and context, and keep your eyes on the room. Straight after, spend two minutes saying out loud what was agreed while you still remember it, send a short recap, and file the note under the client. Taking the note is the easy half. The hard half is having it, and the emails around it, when you need them.

Most advice on taking meeting notes is about the minutes you spend in the room. That part matters, but it is rarely where notes fail. They fail afterwards: the note called "Untitled" from a Tuesday you can't place, the decision you know was made and can't find, and the reply the next day that quietly reopened it. So this guide splits the job into before, during and after, and spends as long on the after as on the rest.

Before the meeting: set up the note

Good notes are mostly decided before anyone speaks. Three minutes of setup means that in the room you are filling in blanks, not inventing a format.

• Use one template for every meeting. Six headings, in the same order, pre-typed: header, decisions, actions, open questions, context, next. A new note then takes three seconds to start.
• Fill in the header now. Date, meeting name, who will be there, and one line on what the meeting is for. If you can't write that line, the meeting has a bigger problem than your notes.
• Carry forward what's open. If this is a follow-up, copy the open questions and unfinished actions from last time into the new note. They are your agenda, and they are the things most likely to be quietly dropped.
• Reread the thread that set it up. The agenda email, the number someone floated, the attachment. Two minutes of this changes what you listen for. The client meeting prep guide covers the full version.

During the meeting: what to write down

The goal is not a record of everything said. It is a note you can open in March, with no memory of the room, and know within ten seconds what was decided and what you still owe. Write a few words per line, under these headings:

Keep the headings even when a section stays empty; an empty "Open questions" tells you something too. The Context line is the one most people skip and the one that decides the most. And don't go heads-down: if you are writing full sentences, you have stopped listening for the offhand condition that changes the deal. How to stay present and still catch it, including reading the decisions back in the last two minutes, is covered in the guide to remembering what was discussed in a meeting.

Notes or minutes?

Minutes are the formal record, written for the group: attendance, what was proposed, what was decided, circulated afterwards and approved at the next session. Boards, committees and formal project governance need them, and whoever writes them is a secretary for the hour, not a participant. Meeting notes are your own working record, written for you and approved by nobody. On a client call you are almost always taking notes. If the client needs a shared record, the recap email you send within the hour is that record, and it doubles as the Decisions section of your own note.

Taking meeting notes electronically: pick one method

The capture method matters less than people think. Four work, and each leaves the note somewhere different:

• Typed into the template on a laptop or iPad. Best for decisions and actions, because you write the structured line as it happens.
• By hand, if a screen between you and a client feels wrong. Photograph the page the same day and attach it to the note.
• A notetaker app on video calls. Granola works from your computer's audio: it "doesn't join your meeting. Instead, it transcribes in the background while you stay present," and "uses meeting context to write clear notes" from as much or as little as you type. Otter "transcribes every meeting" and turns it into "a clear summary with decisions, action items, and insights." (Both verified 2026-09-23 on the vendors' own sites.) Only record with everyone's agreement. Either tool takes the writing off you; the note still needs a home afterwards.
• A photo of the whiteboard, attached to the note before anyone wipes it.

What breaks electronic notes is not the method. It's the split: half the record in the notetaker, half in the notes app, the recap in email, the whiteboard in the camera roll. Whichever way the note gets made, it ends in the same place, in the same structure.

After the meeting: the part that decides whether the notes work

The hour after the meeting is when you remember most and forget fastest. Three habits turn a page of fragments into a note you can use.

1. A two-minute spoken debrief

Before the next call, while you walk to the car or the next room, say out loud what was agreed, what you owe, and anything that surprised you. Speaking is faster than typing and catches the texture a typed note misses: the reason something got deferred, the tone of the CFO's yes. On an iPhone 12 or later, in one of the languages Apple lists, Voice Memos transcribes the recording, and "Copy Transcript" copies the whole text so you can paste it under your note (Apple's guide adds that transcription is "not available in all countries or regions"; verified 2026-09-23 on the iOS 27 iPhone User Guide). The voice memo transcription guide has the steps.

2. Send the recap, then file the note

A short recap email within the hour (decisions, owners, dates) moves every correction into writing while people still remember the meeting. Then file your note by client or project, never by date. Six weeks on you will remember "the Acme pricing call," not "September 4th."

• One folder per client or project, and every meeting note for that relationship goes inside it.
• The date in the name, the client in the folder. Acme — pricing review — 2026-09-04 sorts correctly and reads correctly.
• One running note per standing meeting, newest entry on top, each entry starting with the open items carried forward from the one below it. Forty weeks of a weekly call stays one scroll, not forty notes. When it runs past a couple of screens, cut the oldest quarter into an archive note.

Any notes app can hold this. On iPhone, Apple Notes gives you folders and subfolders (touch and hold a folder, then drag it onto another), tags typed inline as #acme, and Smart Folders that filter "by tags, dates, mentions, and more," so a Smart Folder matching both #acme and #open becomes a live list of everything unresolved with that client. Notion has no folders; its help center says "you can organize pages inside pages... inside pages," which maps onto one page per client with a sub-page per meeting. (Both verified 2026-09-23.)

3. A fifteen-minute Friday review

Once a week, over every note from the week: actions you own go into your task list with their dates; actions others own go onto a waiting-on list; open questions get a one-line chase email or a date to chase; anything still called "Untitled" gets named and moved. Done weekly, it's fifteen minutes. Skipped for a month, it's an afternoon you don't have.

Where the standard advice runs out

Look at the shape of the after-meeting work: a filing job you repeat forever. Every note has to be debriefed, named, moved, carried forward and reviewed, by you, every week, for every client. The system works as long as you keep working it, and the week you can't (the stacked-calendar week, which is also the week with the most meetings) is the week it starts to slip.

And there's a limit that no note-taking method reaches. A meeting note holds the meeting. It does not hold the five emails before it, the number the client's CFO floated on Tuesday, or the reply the day after that reopened the decision. "Agreed to revisit the tier in January" is in your note; which tier, at what number, on what condition, is in a thread in another app.

A different answer: debrief to your assistant, and ask later

This is what Equerry is for. It's a personal assistant on your iPhone: you hand it things, and later you ask. To be plain about what it doesn't do: nothing joins, records or transcribes the meeting for you. Equerry is not in the call. It knows what you send it, before and after.

• Dictate the debrief to it. The two-minute spoken debrief from above goes straight into Equerry as a voice note on the walk out. If you already recorded it in Voice Memos, choose Copy Transcript and paste the text into a note in Equerry.
• CC it on the thread that set the meeting up. Add your Equerry address (something like alex@mail.getequerry.app) to the agenda thread, or forward one thread to it. It never asks for your inbox; the original stays in your own mailbox.
• Send the rest the same way. Forward the notes or transcript from your notetaker by email (as text or a PDF), share your typed note, snap the whiteboard. The meeting and the emails around it end up in one place.
• Ask, instead of browsing folders. "What did we agree with Acme on the renewal, and what number did Dana float before the call?" When an answer draws on a note you saved, it carries a source chip: tap it to see the passage Equerry used and open the original.
• See and delete what it remembers. What Equerry remembered is listed in Settings → Your memory, and you can delete any line.

The before and during sections still matter: a well-shaped note is a better note to hand over. What changes is most of the after. The naming, the folders and the carry-forward stop being your filing job, because you find things by asking rather than by where you put them.

What to do this week

Pre-type the six-heading template today and use it in your next meeting. After that meeting, do the two-minute spoken debrief before you open your inbox. Move your existing meeting notes into client folders with the date in the name, start one running note per standing meeting, and put fifteen minutes on Friday's calendar. For the part those steps can't reach, the note that remembers the meeting but not the five emails before it, see how a briefing works when the notes and the threads live in one place.

Tool behaviour on this page was verified 2026-09-23 against each vendor's own current page: Apple's iPhone User Guide for iOS 27 ("Organize your notes in folders on iPhone", "Organize your notes with tags on iPhone", "Organize your notes with Smart Folders on iPhone" and "View a Voice Memos transcription on iPhone"), Notion's help center ("Create a page"), granola.ai and otter.ai. Every quotation comes from one of those pages; where a page doesn't document something, this guide doesn't claim it. All four change their products often, so your own app is the final authority.

Last updated 2026-09-23.

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