Meeting Recap Template
Use this when a meeting needs to end with alignment instead of “I think we covered that.” It is designed to make decisions, owners, and deadlines obvious in one message.
When to use this template
- After a sales, partnership, or client meeting where the next step needs to be explicit.
- After an internal operating review when decisions and owners need to be visible fast.
- Any time you want one source of truth instead of multiple people remembering the meeting differently.
How to use it well
The first version works well for external recaps. The second is tighter and better for internal operator updates.
Copy the template
Copy the version that matches the situation, replace the placeholders, and send it as plain text.
Client or external meeting recap
Best when you need a professional recap with decisions and action items in one email.
Subject: Meeting recap: [topic or account] - [date]
Hi [Name],
Thanks for the time today. Here is a quick recap so we stay aligned on what was decided and what happens next.
Decisions made
- [Decision 1]
- [Decision 2]
- [Decision 3]
Action items
- [Action item 1] - Owner: [Name] - Due: [Date]
- [Action item 2] - Owner: [Name] - Due: [Date]
- [Action item 3] - Owner: [Name] - Due: [Date]
Open questions
- [Question or dependency]
- [Question or dependency]
Next checkpoint
- [Date, meeting, or trigger for the next update]
If anything looks off, reply here and I will update the recap.
Thanks,
[Your name]Internal operating recap
Best for founder and operator meetings where the team needs a short, actionable reset.
Subject: Internal recap: [meeting name]
Team,
Here is the short recap from today.
What changed
- [Decision or change]
- [Decision or change]
What needs attention
- [Risk, blocker, or gap]
- [Risk, blocker, or gap]
Owner checklist
- [Action item] - Owner: [Name] - Due: [Date]
- [Action item] - Owner: [Name] - Due: [Date]
Next review
- [Date or milestone]
If I missed anything important, send it back here so we keep one clean version.
[Your name]Quick tips
- Send the recap the same day, ideally within 30 minutes while the discussion is still fresh.
- Separate decisions from action items so the reader can tell what was decided versus what still needs work.
- Always pair each action item with one owner and one due date.
When recaps become weekly overhead, Moonshot should carry more of the load.
Meeting recaps are the manual version of an operating brief. Moonshot helps founders spot what moved, what stalled, and where follow-through is leaking.
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FAQ
What should a strong meeting recap include?
At minimum: decisions made, action items, owners, due dates, open questions, and the next checkpoint.
Should I send a meeting recap even for internal meetings?
Yes. Internal meetings drift when owners and deadlines stay implicit. A short recap prevents that.
How detailed should the recap be?
Keep it short enough to scan in under a minute, but detailed enough that nobody has to ask what happens next.