AI Prompt for Client Meeting Summaries
Finance | AI prompt

Use this when: An adviser wants a draft summary from notes with identifying details removed.

Turn these meeting notes into a draft summary for an adviser to review.

Notes (names, account numbers and identifying details have been removed):
[paste notes]

Use these headings: Topics Discussed, Decisions Made, Actions (who and by when), Open Questions.

Rules:
- Use only what's in the notes.
- Don't add recommendations, returns, projections or tax conclusions.
- Keep decisions and ideas that were only discussed clearly separate.
- Flag anything that sounds like advice for the adviser to check.

Before you use this: Use approved tools only. An adviser must review it, and your compliance rules decide what gets kept and sent.

Fill in the items in square brackets and adapt this to your business.
Free template from SAZ: https://playbooks.saz.ca/p/finance-ai-prompt