At Seer, we spend a lot of time talking. Client calls, internal syncs, strategy sessions—you name it. The problem? A member of our team is required to extract, interpret, and disseminate the value hiding in those conversations. And that takes a lot of time.
That’s why we built Meeting Recap Pro.
The Meeting Recap Pro is a custom GPT that helps turn call transcripts into clean, structured recaps in minutes. And not just bullet-point summaries—it captures action items, emotional tone, direct quotes, and flags client risks so nothing gets lost in translation.
Why We Built A Meeting Recap GPT
Our Strategists were spending 30–60 minutes after every call writing up meeting notes and action items. Even then, the recaps varied depending on who wrote them. Some captured direct quotes. Some didn’t. Some had clear next steps. Some were missing vital information.
We needed a faster, more consistent way to:
- Capture key decisions
- List client-ready action items
- Flag risks or concerns
- Surface quotes that reflect client tone
- Generate summaries for general documentation
And, of course, we wanted to automate the process using AI as much as possible!
Keep reading to learn how we did it.
Seer’s Unique Approach
We trained the GPT to turn a call transcript into a full recap with:
- Attendee Overview
- Meeting Objectives
- Key Discussion Points
- Wins & Concerns
- Direct Quotes (with timestamps)
- Action Items + Next Steps
It even understands context and sentiment. So, if a client brings up a blocker from the last sprint or praises a team member, it gets logged under the right section. Here is an example from an internal call:
You can also prompt it to go deeper:
- “Give Urgent Slack Items”
- “Show More Direct Quotes”
- “Concise Additions for Client Knowledge Card”
- “Draft Client-facing Version”
- “Assess Client Risk”
Step-by-Step Guide: Using Meeting Recap GPT
Step 1: Grab a Transcript
You’ve got options:
- Download it from your call platform (We use Zoom, as pictured here)
- Upload a video file in Slack (DM a video to yourself)
- Use a tool like Fathom or Otter to export it
Step 2: Upload to GPT
Drop it into Meeting Recap Pro. That’s it!
Step 3: Review + Prompt
You’ll get a draft recap back in seconds. From there, you can prompt for refinements or just copy/paste what you need, where you need it.
What’s Different About This Meeting Recap Tool?
Unlike generic meeting recap tools, this GPT is built for Strategists.
Not only does it provide a killer summary—it thinks like us, capturing what truly matters:
- Was the client excited? Frustrated?
- Did they ask for a follow-up that wasn’t in the deck?
- Is there a risk that needs surfacing before it snowballs?
Get more than documentation from your meeting recap. Stay ahead of client needs, team blockers, and alignment issues—without needing to rewatch every recording.
Bonus: What Else Can It Help With?
This GPT became a cheat code for:
- Training new team members: They can read past recaps and instantly understand client context.
- Spotting patterns: If a theme keeps coming up in “Concerns,” we can address it proactively.
- Scaling work across large teams: Anyone can pick up where someone else left off, with full context.
Want More? Explore All of Seer’s Custom GPTs
- Slide Deck Outline GPT generates and refines outlines for slide decks using Seer’s consulting best practices and frameworks from leading consulting firms.
- Project Brief Assistant GPT simplifies project brief creation, making the process faster and more efficient. It integrates into your current workflows, enhancing clarity and strategic alignment.
Stay Informed on AI-Driven Insights
Learn more about our strategic AI rollout:
Rolling Out AI: Why the Easy Parts Are Low Priority
Author’s Note:
Leave us a comment about your experiences with Meeting Recap GPT. Reach out and share how AI streamlines your team's strategic workflows.
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