Turn a client planning call into a recap and to-do list

Paste rough notes or a consented transcript from a planning call and get a recap email for the client, a task list with owners and a list of decisions still open.

Works in Claude, ChatGPT, Gemini, Copilot.

The prompt

Everything else on this page is free to read. The prompt itself is included with every Dapols plan.

This prompt is included with every Dapols plan

Any plan, the one-time setup or the monthly subscription, unlocks “Turn a client planning call into a recap and to-do list” and every other prompt in the library.

What this prompt produces:

A clear list of what was decided and what is still open
A task list with an owner for every item
Timeline and budget changes pulled out to update
A recap email ready for the planner to check and send

Already have a paid plan?

Not on a plan yet?

The summary, safety checks and questions on this page are free to read. A plan unlocks the full prompt with its fill-in guide.

See pricing

Want to try one now? Use a free prompt.

Check before you use it

Read the recap against what was actually agreed before sending it, especially anything about money or dates. Get the client's consent before recording a call, and leave guests' personal and medical details out of the AI tool.

When not to use AI for this

Sensitive conversations, such as family disagreements or a change of budget, deserve a personal message from the planner rather than an AI recap.

Questions

Should an event planner send a recap after every client call?

Many planners do, because a short written recap of decisions and next steps prevents misunderstandings later. AI can draft it in minutes from your notes, and you check it before sending.

Can I record client calls to use AI notes?

Only with your client's consent and where local rules allow it. Rough notes typed during or straight after the call work well too.

More prompts for event and wedding planners

Build a day-of timeline
Free
Build a wedding day timeline and run-of-show
Turn the times you have confirmed with the venue and vendors into a minute-by-minute run-of-show, a short couple-facing timeline and a list of times still to confirm.
Works in Claude, ChatGPT, Gemini, Copilot
View and copy
Write vendor enquiries
With a plan
Write vendor enquiry emails for an event
Get a clear enquiry email for each vendor you are shortlisting, asking for availability, what is included, terms and what they need from you, without sharing your client's budget.
Works in Claude, ChatGPT, Gemini, Copilot
View

The full AI plan for event and wedding planners

A Dapols plan picks the AI tools for your budget, hands over the setup steps, prompts and automations, and unlocks every prompt in this library.

See the plan See pricing