What to Write Down Right After a Call
Added 2026-11-02
Record four things only: decisions, actions, numbers, next date.
I just finished a call (notes below). Turn it into one record keeping only four kinds of information: 1) what was decided, one line each; 2) what I will do and what they will do, with timing; 3) key numbers — amounts, dates, quantities; 4) the next contact time and channel. Put anything else important on a single background line. No narrative of the conversation, no judging the other person.
Site original
Chinese original
How to use
电话记录只留「可执行的部分」，其余都是噪音。
Try tweaking it
- Ask for three columns: conclusion, owner, deadline — ready to paste into a table.
- Let it organise only your notes; do not add decisions that were never made.
What you should get
- Task list with owner, deadline and blocker
- Escalations that need a decision, listed separately
Common mistakes
- Feeding raw notes and letting it fill in decisions that were never made.
- Getting owners without deadlines, so no task can be created.
How to check the output
- Every item has an owner and a date — ready to become a task.
- It does not record decisions that were never made.
Where it works
- Good for: turning verbal discussion into owner, deadline and blocker.
- Watch out: let it organise only the notes you supply — never let it infer decisions that were not made.