Planning sessions, sprint reviews, OKR check-ins — the rituals where decisions actually get made are also where they evaporate. This playbook pipes ritual transcripts through a decisions-owners-actions extraction into tracker-ready items, with a PM audit pass before any assignment goes out under your name.
Workflow area: Stakeholder Communication · Tier: Foundation · Hands-on time: ~25 minutes
The gap between "we decided in planning" and "nothing happened" is usually not commitment — it's capture. Somebody agreed to something at minute 43, nobody wrote it down, and three weeks later the decision gets re-litigated from scratch. Meeting AI solves the capture; what it cannot solve is that transcripts record who spoke, not who committed — and an AI that assigns action items on its own will assign work to whoever happened to describe it. The audit pass exists because assignments are social acts, and you own them.
Record the ritual with consent. Granola, Fireflies, or your platform's native notetaker, with recording disclosed and consented per pb-01's norms. For recurring rituals, put the notetaker in the calendar series so capture is default, not per-meeting effort.
Run the extraction within an hour of the meeting. Freshness matters — you're the audit layer and your memory is part of the audit. Paste the transcript:
Extract decisions and actions from this meeting transcript.
Meeting: [RITUAL NAME, DATE — e.g. "Sprint planning, Aug 5"]
Attendees: [NAMES + ROLES]
Output:
1. DECISIONS — one line per decision, with:
- what was decided (as stated, not improved)
- who made or ratified the call
- the alternative that was rejected, if discussed
- timestamp of the moment of decision
2. ACTIONS — one line per action:
- the action, the owner AS EXPLICITLY STATED, the deadline if
one was said
- if ownership was implied but never stated, put owner as
[UNASSIGNED — discussed by NAME] — do NOT assign it
3. OPEN THREADS — raised but not resolved.
4. AMBIGUITIES — anything you could not confidently classify as
decided vs discussed. When in doubt, put it here, not in
DECISIONS.
Rules: no inferred commitments, no invented deadlines. Every item
carries its timestamp.
Audit before anything leaves your screen. Good output looks like:
DECISIONS
- Hold the pricing change until bulk-approval adoption data lands
(ratified by Ravi, 22:14; rejected: ship with Sept release)
ACTIONS
- Draft SSO fix rollout note — Meera, by Aug 12 (31:40)
- Follow up with Acme on beta feedback — [UNASSIGNED — discussed
by Sunil] (18:22)
AMBIGUITIES
- "We should probably deprecate the v1 export" (Ravi, 40:03) —
musing or decision? Not classified.
Check the three classic failures: discussed promoted to decided (spot-check decision timestamps against the transcript — was it actually a call, or a strong opinion?), speaker promoted to owner, and invented deadlines ("by next week" that nobody said). Resolve every [UNASSIGNED] and every AMBIGUITY yourself — usually a 30-second Slack confirm: "Taking this one, Meera?"
Post the confirmed summary where the attendees live. Decisions and actions — now human-verified — to the meeting channel within the hour, with a one-line "reply if I got any of this wrong" window. Silence after an explicit review window is legitimate confirmation; silence after an unreviewed auto-post is just unnoticed error.
Push actions to the tracker, decisions to the log. Actions become Linear/Jira issues with owner, deadline, and a transcript link. Decisions append to the running decision log (pb-24 builds the retrieval layer on top). The transcript link on every item is what makes "wait, when did we agree to that?" a ten-second lookup instead of a meeting.
Ritual transcripts capture candid assessments of people, customers, and plans — process them only in your approved AI workspace, restrict raw-transcript access to attendees, and honor your org's recording-consent and retention policies for every meeting.
The transcript is evidence, the extraction is a draft, and the assignment is a social act only a human should perform. Pipe every ritual through the template, audit before it posts, link everything back to source — and "what did we decide?" stops being a recurring meeting of its own.