Draft a Meeting Agenda and Summarize Notes with Perplexity

Open Perplexity and start a new thread

Go to perplexity.com in a browser, or open the Perplexity app on your phone, and sign in if you're asked. The page opens to a large text box in the middle of the screen with the placeholder "Ask anything…" and a small mode selector nearby (a dropdown or toggle that controls how Perplexity answers — it may show options like Internet for web search or Writing for drafting). Click inside the text box so your cursor blinks there. If you've used Perplexity before, you'll see your past threads on the left or under a Home tab — look for a New Thread or + New button so this conversation stays clean and easy to find later. A new, empty thread means you're ready to type your first request, and nothing you've written before will mix into this one.

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Select Writing mode for the agenda

Look for the mode selector near the text box — it may be a dropdown or a toggle. Open it and choose Writing if available. (On the phone it may be inside a small + or Tools menu near the text box.) Selecting Writing mode tells Perplexity to draft original text without web lookups, which keeps the agenda clean and avoids random links. A small label or icon appears confirming the mode is on.

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Ask for the timed agenda

In the same text box, send a clear, specific request. The more detail you give, the closer the result will be to what you actually need. Tell Perplexity: the meeting length, who's invited (role, not name), the goal of the meeting, and any topics you already know must be covered. Press Enter or tap the send arrow. A short intro line appears, then a numbered or time-blocked agenda. If the agenda is missing something or has too much, don't rewrite the whole thing — just type a follow-up like "Add a 5-minute wrap-up at the end" or "Make the agenda 45 minutes, not 30." Perplexity redrafts using your thread as context, so each tweak gets faster.

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Refine the agenda in one short follow-up

Read the agenda out loud in your head and ask yourself: would I actually run this meeting from this page? If something's off — wrong length, missing topic, too formal — reply in plain English in the same thread. Perplexity keeps the full conversation as context, so it understands "shorten the design review from 15 to 10 minutes" without you re-explaining anything. After the change, copy the final agenda into your calendar invite, your team's chat, or a shared doc. If your tool has a Copy button under the answer, use it; if not, highlight the text and copy manually. This is the version you actually send to people.

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After the meeting, paste your messy notes into a new thread

Open Perplexity again, click + New Thread (or the pencil icon) so your notes get a clean workspace — don't keep them in the old agenda thread, or the context will confuse the summary. Switch the mode back to Internet or the default (for web search and summarization). Paste your notes as-is: typos, half-sentences, bullet fragments, timestamps, all of it. Add one short instruction line at the top or bottom telling Perplexity exactly what shape you want. Press Enter. Within seconds you get a structured summary you can actually send around. If a section feels wrong, ask a tiny follow-up: "Add owners next to each action item" or "Make the open questions a numbered list."

Summarize these meeting notes into three short sections:
1) Key decisions made
2) Action items (with owner if mentioned, otherwise write "TBD")
3) Open questions / things we didn't resolve

Keep it under 200 words. Plain English. No filler.

[paste your raw notes here]

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Sanity-check and share the summary

AI is fast, but it can miss nuance. Skim the summary once and ask: does this match what I actually remember from the room? If an action item is missing an owner, if a decision sounds stronger than it really was, or if something funny-but-important was dropped, fix it in the chat first — Perplexity will redraft the whole summary — or just edit the final text yourself before you send it. Then share it: paste it into your team chat, your meeting notes app, or email reply-all. The whole job, from raw notes to sent summary, usually takes two to three minutes.