How to Use AI to Identify Process Improvements from Meeting Notes

Author(s)

Faculty Member BPMInstitute.org, Founder/CEO of Stratiza, Stratiza
George Barlow is currently Founder and CEO at Stratiza, a strategic and creative services company. Previous roles include Chief Sales Officer at Trisotech, a global leader in digital enterprise solutions, Vice President of BPM and Cloud Solutions for AgilePoint, Director of Sales at Bosch Software Innovations, CEO at Cloud Harbor, Inc. and seven years at Appian Corporation. Prior to joining Appian Mr. Barlow held posts as Senior VP, Technology and Operations at iBeacon.com and as Sr. VP, Healthcare Information Technology at ProVantage Health Services, Inc. He has been part of many successful major projects at organizations such as Enterprise Rent-A-Car, Telus, Concur Technologies, Manulife Financial/John Hancock, Merck & Co., CVS Caremark and Walgreens. Mr. Barlow is a Faculty Member of BPMInstitute.org and DBIZInstitute.org and holds the Certified Business Process Management Professional Certification as well as the Business and Technical Professional Advanced OMG Certified Expert in BPM certifications. Mr. Barlow is also a frequent speaker at industry events and has published numerous articles, white papers and blogs about BPM and Cloud Computing.
Editor & Founder, BPMInstitute.org, BAInstitute.org and DBIZInstitute.org
With over 25 years experience building and creating professional communities, Gregg Rock is recognized as an industry leader in professional training and education vital to helping enterprise organizations support their transformation initiatives. His work has been recognized in the Wall Street Journal, Fortune Magazine, Financial Times, CIO Magazine, and New York Times. Throughout his career Gregg has developed communities, hosted executive networking forums and the formation of advisory boards on topics ranging from IT security and outsourcing to multimedia and Y2K, but is most widely associated with his accomplishments in the areas of Business Process Management (BPM), Digital Business (DBiz), Business Architecture (BA), and Cloud Computing. BPM in particular is a widely accepted approach for designing enterprise organizational and information systems. This focus on process-related skills is creating demand for BPM content, collaboration, and training resources by corporations—a niche Gregg has spent years to fill. In 1997, Gregg founded BrainStorm Group and the network of BrainStorm Communities, consisting of discipline-specific web portals for BPM, BA, and SOA practitioners to network and receive education, professional training online and through live in-person events. This has enabled over 100,000 practitioners from over 125 countries to collaborate and share best practices, online and face-to-face. BrainStorm Communities feature a comprehensive suite of member services including newsletters, discussion groups, blogs, virtual and live events, live and online training, certificate programs, and professional certification. During his tenure, Gregg has produced more than 100 industry events in North America, South America, EMEA, and Australia attended by over 300,000 professionals. He led the development of the Certified Business Process Management Professional program. Harnessing the collective intelligence of leading BPM subject matter experts, this certification establishes an objective evaluation of a BPM professional’s knowledge, skill, and ability. He recently led the launch of BrainStorm's newest Community, focused on Digital Business and Transformation - DBizInstitute.org. Gregg also earned his private pilot license in 1991 and remains an active member of Aircraft Owners and Pilots Association (AOPA). When not flying, he’s active in his community and enjoys coaching little league, soccer, and lacrosse for his children.

Most process teams capture meeting notes. Few ever use them to improve their processes.

That’s a missed opportunity.

Meeting transcripts and summaries are rich with clues — recurring issues, delays, handoff gaps, or suggestions that surface week after week but never get acted on. AI tools like ChatGPT can help you extract these patterns and turn them into insight.

This article isn’t about documenting known processes (we cover that in Article 1). It’s about mining your conversations for improvement opportunities you might otherwise miss.

Why Meeting Notes Are a Missed Opportunity

Most teams:

  • Take notes but never review them in full
  • Miss small but repeated friction points
  • Don’t capture follow-up or improvement ideas in real time
  • Lose insights that could improve their processes

But when you run your notes through a generative AI tool like ChatGPT, you can:

  • Summarize the discussion
  • Identify blockers and improvement opportunities
  • Extract suggested next steps or owner actions

How to Use ChatGPT to Analyze Meeting Notes

Step 1: Capture Notes or a Transcript

If you’re using Zoom, Teams, or Otter.ai, export the meeting transcript or summary. You can also paste raw notes.

Step 2: Use Prompts Like These:

“Here’s a transcript of our team meeting. Can you identify any process issues mentioned, such as delays, bottlenecks, or communication gaps?”

“Based on this meeting summary, extract 3 possible improvement opportunities.”

“Summarize the discussion and suggest follow-up actions, grouped by topic.”

Bonus: Customize for Stakeholders

You can also tailor the output:

  • “Rewrite this summary for our exec sponsor — keep it concise and focused on risks and improvements.”
  • “Generate a table showing suggested changes, why they’re needed, and who was affected.”

Real-World Example

One team lead used ChatGPT to analyze four weeks of project standup notes. The AI surfaced:

  • A repeated backlog in QA handoffs
  • Delayed approvals from one department
  • Three suggestions that were buried in earlier notes

They used this to update their project plan and redesign two workflows.

The Road Ahead

Your team’s problems — and their best ideas — are already in the room.

AI helps you hear them more clearly.

Instead of letting meeting notes sit in a folder, use them to drive your next improvement. AI makes it easier, faster, and more actionable.

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