Prepare the source
Record an authorized discovery call or project review. State which project and decision the discussion concerns. If you present a screen, show only the materials relevant to that client.
Open the processed recording in Ask AI and specify the audience for the deliverable. A client recap and an internal working note may need different detail.
Try this prompt
Open or attach the recording in Ask AI, then adapt this example to your task:
Create a client recap from this recording with the problem discussed, agreed scope, open questions and next steps. Separate recommendations from client commitments. Add source timestamps.
Check the result
Verify scope, dates and fees against the actual agreement. Remove unsupported conclusions and ask the client to confirm anything left ambiguous in the call.
Export the reviewed document or turn it into slides. Review slide wording and layout before delivery, since a shorter deck can omit qualifications from the discussion.