The AI Meeting Action Receipt

Six receipt fields

• Decision: Write the actual decision separately from background discussion.
• Owner: Assign one accountable person or role for each next action.
• Due window: Use a realistic date or review window, not an open-ended reminder.
• Evidence: Attach the source note, customer request, document, or metric that triggered the action.
• Risk pause: Flag any item involving pricing, legal terms, private data, customer promises, or uncertain facts.
• Close loop: Record when the action is done, deferred, corrected, or cancelled.

How to use it

1. Run the receipt after important meetings, not after every casual chat.
2. Keep risk-pause items human-reviewed before any customer-facing message.
3. Review open receipts weekly so automation does not multiply stale tasks.