< All Topics
Print

ChatGPT Meeting Summary Automation

ChatGPT Meeting Summary Automation: Every organization struggles with overflowing meeting notes, long transcripts, and scattered action items. However, by combining ChatGPT Meeting Summary Automation with Plaud Notepin and Microsoft Copilot, teams can finally transform messy discussions into clear, traceable results.

In this guidEvery organization faces the same challenge—overflowing meeting notes, fragmented transcripts, and forgotten action items. Yet, when you combine ChatGPT Meeting Summary Automation, Plaud Notepin, and Microsoft Copilot, you transform that chaos into clarity. This powerful AI ecosystem converts real-time conversations into structured outcomes—Actions, Stories, Risks, Issues, and Decisions (ASRID)—all traceable, searchable, and measurable.

In this guide, you’ll discover how to design an AI-driven meeting automation workflow that connects your daily discussions to business outcomes. You’ll also find ready-to-use templates, Copilot and ChatGPT instructional videos, and integration blueprints for ServiceNow, AutoDoc, and Power BI.


⚙️ What Is ChatGPT Meeting Summary Automation?

ChatGPT Meeting Summary Automation is a repeatable AI workflow that transforms voice and transcript data into actionable intelligence.
It helps teams:

  • Extract structured insights from Plaud Notepin and Copilot recaps
  • Summarize discussions into ASRID categories
  • Publish formatted outputs to AutoDoc, ServiceNow, or Power BI

Immediate Benefits You’ll Notice

  • Faster Decisions – Receive accurate summaries and actions within minutes.
  • 🛡️ Stronger Governance – Automatically capture risks, issues, and decisions.
  • 📊 Consistent Reporting – Consolidate all ASRID elements into one executive dashboard.

🧩 How ChatGPT, Copilot, and Plaud Work Together

1️⃣ Plaud Notepin: Capture Every Word

Plaud Notepin records and transcribes your meetings.

  • Export transcripts in .txt or .md format.
  • Save them in /Meeting_Transcripts/Plaud/.

2️⃣ Microsoft Copilot: Summarize Automatically

Copilot creates Teams recap summaries and initial action items.

  • Go to Copilot in Microsoft Teams
  • Ask: “Summarize this meeting and extract all action items.”
  • Save the recap in your Meeting_Transcripts/Copilot/ folder.

3️⃣ ChatGPT: Structure and Deliver

Upload your transcripts to ChatGPT and apply your AI-Story Builder or ASRID Prompt Pack:

Within seconds, you’ll receive a polished summary ready for AutoDoc formatting or Power BI visualization.


📘 The ASRID Framework Explained

Meetings, Teams chats, and call transcripts are usually unstructured — they’re full of ideas, updates, and side discussions but lack clear traceability or action ownership.
The ASRID framework is the AI-driven way to fix that.

ASRID turns unstructured conversation into structured accountability.

CategoryPurposeExample
ActionsTrack tasks, owners, and due dates“Update dashboard metrics by Oct 15.”
StoriesCapture user or business needs“As an analyst, I want automated trend reports…”
RisksIdentify blockers or dependencies“Data access delay due to permissions.”
IssuesDocument existing problems“Raptor table failing to load.”
DecisionsRecord confirmed agreements“Adopt ASRID summary template.”


🔧 Step-by-Step Setup Guide

1. Build Your Folder Architecture

LayerLocationPurpose
Input/Meeting_Transcripts/Plaud/ and /Meeting_Transcripts/Copilot/Raw meeting notes
Processing/AI_Meeting_Summaries/Processing/Files for ChatGPT analysis
Output/Action_Summaries/Final ASRID deliverables
Archive/Archives/YYYY/MM/Historical storage

Tip: Use consistent naming, e.g. 20251009_ProjectName_Copilot.docx.

2. Automate Processing with ChatGPT

Paste your transcript and use:

From this transcript, summarize into:
1. Actions (Owner, Due Date)
2. Stories
3. Risks
4. Issues
5. Decisions
Include Overview and Next Steps.

Add: Output in Excel or Output in Markdown for integration.

3. Auto-Generate Reports via AutoDoc

AutoDoc converts ChatGPT outputs into branded, publish-ready deliverables:

  • Header: Project · Date · Prepared By
  • Sections: Executive Overview · ASRID Table · Next Steps
  • Appendices: Prompts · Workflows · Resources

4. Visualize Insights in Power BI

Build dashboards to display:

  • Actions Closed %
  • Open Risks
  • Resolution Time Trends
  • Decision Volume per Month

📊 Example Power BI Dashboard Layout

ZoneVisualizationPurpose
HeaderKPI TilesQuick metrics overview
Left PanelFiltersFilter by Project / Owner
CenterBar ChartCount of ASRID elements
RightDecision TimelineAgreements over time
BottomAction Log TableFollow-up details

This automation delivers instant accountability and visibility.


📈 Excel Tracking Template (Hybrid Option)

TypeDescriptionOwnerDue DateStatus
ActionUpdate client dashboardMary10/15Open
StoryAs a user I want trend analysisSandySprint 23In Progress
RiskData access delayIT TeamActive
DecisionAdopt ASRID workflowTeam10/09Closed

Add formulas or pivot charts to track completion % and active risks.


🌐 Integration Opportunities

  • ServiceNow: Create Stories, Tasks, and linked Issues directly from ASRID output.
  • AutoDoc: Convert ChatGPT summaries into PDFs or Word reports.
  • Power BI: Refresh dashboards from SharePoint or RaptorDB feeds.

Together, these integrations create an end-to-end AI-driven productivity ecosystem.


🧭 Executive Dashboard KPIs

CategoryKPIGoalStatus
Action% Closed on Time≥ 90 %🟢
Risk% Mitigated≥ 80 %🟢
IssueAvg. Resolution ≤ 5 days🟢
Decision# Per Meeting ≥ 3🟢
StorySprint Acceptance ≥ 85 %🟢

Tracking these KPIs links every conversation to measurable business outcomes.


🧩 Governance & RACI Model

RoleR A C I
Meeting Owner✔️
AI Analyst✔️
Project Manager✔️
Team Lead✔️
AutoDoc Admin✔️

🚀 Implementation Roadmap

PhaseTimelineDeliverable
Phase 1Week 1Folder Setup
Phase 2Week 2Prompt Integration
Phase 3Week 3AutoDoc Templates
Phase 4Week 5Power BI Dashboard
Phase 5ContinuousGovernance & Optimization


🏁 Conclusion: Power Productivity Through AI

By aligning ChatGPT Meeting Summary Automation, Plaud Notepin, and Microsoft Copilot, you transform meetings into measurable progress. The ASRID framework ensures every discussion produces clear actions, transparent risks, and documented decisions. Integrated with AutoDoc and Power BI, this approach drives faster governance, cleaner reporting, and sustained performance improvement.

Now, every meeting becomes a data-driven decision engine—streamlined, visible, and powered by AI.

Other ChatGPT Meeting Summary Automation Resources

Table of Contents