# How to Take Meeting Minutes: Method, Examples and Mistakes > How to take meeting minutes: what to record, a three-phase method, formal and team examples of meeting minutes, and the common mistakes to avoid. _Source: https://professionalstoolkit.com/articles/how-to-take-meeting-minutes — The Professional's Toolkit · updated November 2026_ --- Meeting minutes are the short official record of a meeting: who attended, what was decided, and who will do what by when. To take meeting minutes well, prepare a skeleton from the agenda before the meeting, capture decisions and action items as they happen (not every sentence), and send a clean version within a day. The rule that formal bodies follow is simple. Minutes record **what was done, not what was said** [1]. **Done, not said** — Robert's Rules: minutes record what was done, not what members said - **3 phases** — before, during and after the meeting - **1 owner** — and one date for every action item - **§48** — the Robert's Rules section on minutes ## What meeting minutes are, and what they are not Minutes are a decision log, not a transcript. Michigan State University's governance office, working from Robert's Rules of Order (12th edition, section 48), lists the essentials: date, time and place, who presided, approval of the agenda and previous minutes, every main motion with its outcome, who made each motion, points of order, voting results and the time of adjournment. It also lists what stays out: detailed discussion, personal opinions, withdrawn motions and full reports, which get attached instead. A weekly team meeting has no motions, but the same logic holds. People who missed the meeting need three things: what was decided, what is still open, and what they owe. Everything else is color. Minutes also differ from personal notes. Your notes help you remember. **Minutes are shared and agreed**, so the group can point back to them next month when someone asks why a choice was made. Formal and informal minutes look different on the page. A board, a committee or a nonprofit usually has bylaws that say what must be recorded, sometimes beyond Robert's list. A project team just needs a dependable format that everyone recognizes. Pick the format once and keep it, because consistency is what makes old minutes searchable later. ## How to take meeting minutes in three phases Good minutes are mostly built before the meeting starts. The writing during the meeting is fast because the structure already exists. ### Before the meeting 1. Get the agenda and copy each item into your document as a heading. 2. Add the fixed fields: meeting name, date, time, place or link, chair, note taker. 3. Paste in the attendee list from the invite, so you only mark who is absent. 4. Under each agenda item, leave three empty lines: Decision, Action items, Open questions. ### During the meeting 1. Mark attendance and, for a formal body, whether a quorum is present. 2. For each item, write the decision in one sentence as soon as the chair states it. 3. Write motions word for word. Michigan State's guide says to record the exact wording of a motion rather than paraphrase it. 4. Capture each action item as owner, task and date. 5. When a decision is unclear, ask. A short *so we agreed that...* saves an argument later. ### After the meeting 1. Clean up the draft the same day while your memory is fresh. 2. Turn fragments into full sentences and check every name and date. 3. Send it to the chair (or the meeting owner) for a quick review. 4. Distribute it and file it where the group can find it. > 💡 **Write decisions in one sentence:** As soon as the chair states a decision, write it as a single sentence under its agenda item. If you cannot, ask the group to restate it. ## How to take good meeting notes when you are also in the conversation The hardest version of this job is when you are a participant, not a dedicated secretary. You have to speak, listen and write at once. The fix is to write less. Use shorthand during the meeting (initials for people, arrows for decisions, a check box for tasks) and expand it afterward. Listen for signal phrases. *Let's go with*, *we agreed*, *can you take that*, and *by next week* almost always mark a decision or an action item. Discussion that circles without those phrases rarely needs more than one line. If the meeting moves too fast, write only the decision and the owner; the reasoning can wait. Ask someone else to run the clock and the screen, so you are not presenting and documenting at the same time. When minutes rotate among team members, everyone learns the format and nobody burns out. If you record the call to check your notes, tell people first. Michigan State's guide recommends getting consent from attendees and explaining why you are recording. > ⚠ **Recording without telling anyone:** If you record a meeting to check your minutes, tell attendees first and say why. Michigan State's minutes guide recommends both; this is general information, not legal advice. ## Examples of meeting minutes Here are two short examples of meeting minutes, one formal and one informal. The organizations and names are invented for illustration. **Formal (nonprofit board):** Regular meeting of the Riverside Food Bank board, Tuesday, March 4, 7:00 p.m., community room. Chair: J. Ortiz. Secretary: L. Chen. Present: six of seven directors; quorum present. The minutes of February 4 were approved as distributed. Motion by M. Patel to approve the spring fundraiser budget as presented. Adopted, 5 in favor, 1 opposed. The treasurer's report was received and attached. Adjourned at 8:12 p.m. Signed, L. Chen, Secretary. **Informal (product team weekly):** | Item | Decision | Owner | Due | |---|---|---|---| | Release date | Ship v2.3 on the 18th | Dana | 18th | | Bug backlog | Freeze new features for a week | Sam | Friday | | Customer survey | Draft questions, no decision yet | Priya | Next meeting | Notice what both leave out: who argued what. The board example records the vote, not the debate. The team example shows one owner per row and a real date, not *soon*. If you want a ready-made layout in Word, Google Docs or Excel, our [meeting minutes template guide](/articles/meeting-minutes-template) walks through the free options. ## Common mistakes in meeting minutes **Trying to capture everything.** The City of Madison's attorney's office warns note takers not to act as stenographers, because you will be selective anyway and people may disagree about what was said [2]. Brevity protects the record. **Vague action items.** *Look into pricing* is not a task. *Dana sends three vendor quotes by Friday* is. A task without an owner and a date usually does not get done. **Opinions in the record.** Words like *heated* or *excellent presentation* belong in your head, not in shared minutes. Use neutral, factual language. **Missing the basics.** Forgetting the date, attendance or quorum makes formal minutes hard to rely on later, especially when a decision is challenged. **Sending them late.** Minutes that arrive a week later describe a meeting nobody remembers. Momentum is gone, and corrections become guesswork. **Never approving them.** Formal bodies approve the previous minutes at the next meeting. Teams can do the same in thirty seconds: *any corrections?* ## When taking minutes gets hard The method above works for one meeting a week. It strains when meetings stack up. A manager with back-to-back calls cannot write clean minutes between them. A sales rep cannot listen to a customer and type at the same speed. A team spread over time zones misses half the context. Then the minutes shrink to a few bullets, or nobody writes them at all. That is the point where AI note takers earn their place. They listen to the call, produce a summary with action items, and leave you to check and send it. You still own the record. Read the draft, correct names and decisions, and keep the formal parts (motions, votes, quorum) under human review. > 💡 **Keep a human on the record:** An AI draft saves typing, but someone should read it, fix names and decisions, and approve it before it goes out. ## Tools that do it for you Three different approaches fit three working styles. Granola uses no bot: it captures your device audio and [turns your rough notes plus the transcript into AI meeting notes](/articles/how-to-use-granola), with your own words kept apart from what the AI added. Krisp's [bot-free AI note taker](/articles/krisp-ai-note-taker) runs in almost any calling app, as host or guest, and its starter templates include one called Meeting Minutes. Otter.ai [sends its Otter Notetaker into Zoom, Teams and Google Meet](/articles/otter-ai-zoom-teams-meet) from your calendar, and it sends a summary with action items afterward. ### Granola — solves this Captures your device audio with no bot, then turns your rough typed notes plus the transcript into AI notes, with your own words kept apart from the AI's additions. 1. Start capture when the meeting begins 2. Jot decisions and owners as you go 3. Apply a custom template on desktop for your minutes format - Where it stops: Capture starts only when you start it; a meeting not captured cannot be recovered. Basic shows only the last 30 days of notes in the app. - Plan: Basic - How Granola does it: [Set up Granola for meetings](https://professionalstoolkit.com/articles/how-to-use-granola) - More: [Granola](https://professionalstoolkit.com/tools/granola) ### Krisp — solves this The bot-free AI Note Taker works in almost any calling app, as host or guest, and writes notes and action items; a starter template called Meeting Minutes shapes the output. - Where it stops: No free plan; a 7-day trial, after which access ends unless you subscribe. - Plan: Core - How Krisp does it: [Set up bot-free meeting notes](https://professionalstoolkit.com/articles/krisp-ai-note-taker) - More: [Krisp](https://professionalstoolkit.com/tools/krisp) ### Otter.ai — solves this The Otter Notetaker joins Zoom, Teams and Google Meet meetings from your connected calendar, transcribes live and sends a summary with action items. - Where it stops: On Basic, only the first 30 minutes of each conversation's transcript can be viewed. The Notetaker is a visible participant. - Plan: Basic - How Otter.ai does it: [Otter in Zoom, Teams and Meet](https://professionalstoolkit.com/articles/otter-ai-zoom-teams-meet) - More: [Otter.ai](https://professionalstoolkit.com/tools/otter-ai) For a fuller comparison of what each approach covers, see our guide to choosing an [AI meeting notes taker](/articles/ai-meeting-notes-taker). ## FAQ **Who is responsible for taking meeting minutes?** In formal bodies, the secretary takes the minutes and the chair or board approves them. In teams, the meeting owner usually assigns a note taker, and many teams rotate the role so the format stays shared. **How long should meeting minutes be?** As short as the decisions allow. Minutes record outcomes, owners and dates, so an hour-long meeting with a few decisions often fits on a page. **Should meeting minutes include names?** Include attendees, the person who made each motion and the owner of each action item. Leave out who said what in discussion unless your bylaws or the group require it. **Can meeting minutes be changed after approval?** Formal bodies correct approved minutes by a motion at a later meeting, so the change is itself on the record. Teams can simply issue a corrected version and note what changed. ## The bottom line Taking meeting minutes is a small discipline that pays off for months. Build the skeleton from the agenda, write decisions and action items as they happen, keep opinions and debate out, and send the clean version within a day. Formal bodies should follow their bylaws and Robert's Rules. Teams just need one consistent format. When the meeting load outgrows your typing, an AI note taker can draft the minutes, but a person should still read, correct and send them. ## Sources [1] Michigan State University (Academic Governance) — https://acadgov.msu.edu/About/Writing-Minutes (Nov 2026) [2] City of Madison — https://www.cityofmadison.com/node/82986 (Nov 2026)