# Turn a Client Meeting into Action Items and a Follow-Up Email (Accounting Firms): video walkthrough > Watch the 3:04 video walkthrough of Turn a Client Meeting into Action Items and a Follow-Up Email (Accounting Firms) in ChatGPT: 6 chapters, the full… Source: https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video · Updated 2026-10-02 · Free from Stepthrough (https://learn.ynteractive.com) Updated October 2, 2026 Turn the transcript of a client's quarterly review into the decisions, an action items table with owners and due dates, and a follow-up email to the client. The whole lesson in 3:04, narrated step by step. **Simulated practice environment.** Recorded in Stepthrough’s simulated practice environment, not the live tool. Practice it yourself free at learn.ynteractive.com. 3:04 · 6 chapters · 24 steps · narrated with the lesson’s own voice-over ## How do you want to learn? - [Practice it step by step: Interactive, in a practice copy of ChatGPT, about 9 min](https://learn.ynteractive.com/modules/accounting-meeting-summary) - [Watch the video: 3:04, narrated, with chapters](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video) - [Read the guide: 24 steps with screenshots](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/guide) Lesson overview: [Turn a Client Meeting into Action Items and a Follow-Up Email (Accounting Firms)](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm) ## Chapters Click a chapter to jump the video there. 1. [0:00 Intro: what you'll build](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=0) 2. [0:14 Copy the transcript](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=14) 3. [0:40 Ask for a summary](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=40) 4. [1:24 Check the details](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=84) 5. [1:56 Write the follow-up](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=116) 6. [2:25 Or upload the file](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=145) ## Now do it yourself, free Watching is the warm-up. The interactive lesson puts you in a practice copy of ChatGPT: you do every step yourself, it checks your work, and “Do it for me” finishes any step you get stuck on. Nothing touches your real accounts. [Practice “Turn a Client Meeting into Action Items and a Follow-Up Email (Accounting Firms)” step by step](https://learn.ynteractive.com/modules/accounting-meeting-summary) ## Full transcript ### Intro: what you'll build [0:00](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=0) A client meeting in, a clear recap out, a landscaping client's quarterly review at Millbrook Accounting. You'll paste the transcript, get every action item with an owner and a date, and turn it into a follow-up email to the client. Let's build it. ### Copy the transcript [0:13](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=13) Here's the transcript from this morning's quarterly review with Cedar Lane Landscaping, a client of Millbrook Accounting. Google Meet saved it as a Google Doc: two people from the firm, two from the client, a lot of dates and a few ums. Let's copy the whole thing. Click Edit in the menu bar. [0:29](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=29) Click Select all. On a keyboard, that's Control A. [0:33](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=33) The whole transcript is highlighted. Open the Edit menu again. [0:36](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=36) Click Copy. That's Control C. The transcript is now on your clipboard. ### Ask for a summary [0:40](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=40) Now switch over to ChatGPT. Click the ChatGPT tab at the top. [0:44](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=44) Before you paste the transcript, tell ChatGPT what you want out of it. Otherwise you'll just get a vague recap. Click the message box. [0:51](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=51) Here's the request. It asks for four things: a three sentence summary, the decisions, a table of action items with an owner and a due date, and any open questions. The last line matters most: only use what's in the transcript, and write not stated when something is missing. That stops ChatGPT from guessing. Click Paste request. [1:09](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=69) Now paste the transcript right underneath. In real ChatGPT, press Shift and Enter to start a new line first, because Enter on its own sends the message. Then Control V to paste. Click Paste transcript. [1:21](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=81) Request on top, transcript below. Click Send. ### Check the details [1:24](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=84) A long client meeting, boiled down to a summary, three decisions, six action items and two open questions. Now check it before anything goes to the client. Look at the action items table. Two due dates say not stated. That's right: nobody said when the truck paperwork or the bookkeeping quote was due. Click the table. [1:42](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=102) You were in the meeting, so you can fill in the gaps. Click the message box. [1:46](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=106) Tell it the missing dates: the truck paperwork is due Friday, and Maya will send the quote by October twenty-first. Type it, or click Paste dates. [1:53](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=113) Click Send, and ChatGPT updates the table. ### Write the follow-up [1:56](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=116) Now every task has an owner and a date. Because ChatGPT still has the whole meeting in this chat, you don't need to paste anything again. Just ask for the next thing. Click the message box. [2:06](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=126) Ask for a short, friendly follow-up email to Grace and Jordan, with the decisions and the action items. Click Paste request. [2:12](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=132) Click Send. [2:13](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=133) There's your recap email: the decisions, who's doing what and by when, and what's still open. Read it once, change anything that doesn't sound like you, then click the copy button under it and paste it into your email. ### Or upload the file [2:24](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=144) Sometimes the transcript comes as a file instead, like a Word document someone emailed you. You don't have to open it and copy it. Start a new chat. [2:31](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=151) Click the plus button on the left side of the message box. [2:34](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=154) Click Add photos and files. [2:36](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=156) Your file browser opens. Click the meeting transcript. [2:40](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=160) Click Open. The file attaches to the message box. You can also just drag a file onto the chat. [2:45](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=165) Now the same request as before, in one line. Click Paste request. [2:49](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=169) Click Send, and you'll get the same kind of answer without any copying and pasting. Either way, always check the owners and dates before you send the recap. [2:57](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/video?t=177) Simple as that. We show you and you do it. Sign up below to learn AI automation for free. [Read the step-by-step guide with screenshots](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm/guide) · [Turn a Client Meeting into Action Items and a Follow-Up Email (Accounting Firms): lesson overview](https://learn.ynteractive.com/content/chatgpt-client-meeting-recap-accounting-firm) · [All free videos](https://learn.ynteractive.com/content/videos)