Keep the decision trace after the meeting.

A summary should not invent a commitment.

Meeting notes compress conversation. A reliable handoff preserves who made a decision, the agreed next action, its owner, and any unresolved condition.

What to put into the workflow.

• Separate proposals from accepted decisions.
• Keep the speaker and source reference with a material commitment.
• Assign an owner and due date only when supported.
• Review consequential CRM changes before applying them.

A concrete example.

“We could launch next week” is a proposal. It should not become a committed launch date without the missing decision.

What to take away.

Name the decision, keep the relevant evidence, and make the human responsibility clear. Start with a small, inspectable workflow before expanding what the system is allowed to do.