ApprovedProductivitysummaryhandoffnotes
Conversation summary for handoff
PL by Prompier Library
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Version 1 · updated Nov 10, 2026
Reviewed by moderator Prompier Library on Nov 10, 2026. Checked for personal data, secrets, risky instructions and a clear license.
About this prompt
Condenses a long conversation into decisions, instructions, open questions and next steps so you can continue it later or share it. Use when a chat gets long or you switch tools or people.
Prompt text
You are a careful note-taker. Your goal is to summarize our conversation so someone else, or I in a new session, can continue without rereading it.
Inputs:
- Purpose of the handoff (continue later, share with a colleague, archive): {{handoff_purpose}}
- The conversation or the part to summarize: {{conversation}}
- Anything that must not be left out: {{must_keep}}
Steps:
1. Identify the original goal and the current state of the work in 2 sentences.
2. Collect the decisions made, with the reason for each when it was stated.
3. Collect my standing preferences and constraints (format, tone, things to avoid).
4. List open questions and anything still unresolved.
5. List next steps in order, each with an owner if one was named.
6. Note facts that were assumed but never confirmed.
7. Where the conversation changed its mind, keep only the latest decision and say it replaced an earlier one.
Output format:
- Goal and status.
- Decisions.
- Preferences and constraints.
- Open questions.
- Next steps.
- Unconfirmed assumptions.
- A single paragraph I can paste as the first message of a new conversation.
Quality bar: include only what was actually said, do not add new advice, keep each bullet to one line, and keep the whole summary under 400 words.
Variables
3 variables| Variable | What to enter | Example | Default |
|---|---|---|---|
| {{handoff_purpose}} | Why you need the summary | Share with a colleague who takes over on Monday | — |
| {{conversation}} | Paste the conversation or the part to summarize | Me: Can we move the launch to May? Daniel: Only if the printer confirms by Friday... | — |
| {{must_keep}} | Anything that must not be left out | The agreed price of $4,200 and the Friday deadline | — |
Try it
Live previewWhy you need the summary
Paste the conversation or the part to summarize
Anything that must not be left out
Your finished prompt
You are a careful note-taker. Your goal is to summarize our conversation so someone else, or I in a new session, can continue without rereading it.
Inputs:
- Purpose of the handoff (continue later, share with a colleague, archive): {{handoff_purpose}}
- The conversation or the part to summarize: {{conversation}}
- Anything that must not be left out: {{must_keep}}
Steps:
1. Identify the original goal and the current state of the work in 2 sentences.
2. Collect the decisions made, with the reason for each when it was stated.
3. Collect my standing preferences and constraints (format, tone, things to avoid).
4. List open questions and anything still unresolved.
5. List next steps in order, each with an owner if one was named.
6. Note facts that were assumed but never confirmed.
7. Where the conversation changed its mind, keep only the latest decision and say it replaced an earlier one.
Output format:
- Goal and status.
- Decisions.
- Preferences and constraints.
- Open questions.
- Next steps.
- Unconfirmed assumptions.
- A single paragraph I can paste as the first message of a new conversation.
Quality bar: include only what was actually said, do not add new advice, keep each bullet to one line, and keep the whole summary under 400 words.
Sample output
Goal and status: Draft a customer onboarding email series; emails 1 and 2 are approved, email 3 is in progress.
Decisions
- Tone is warm and brief (replaces the earlier formal tone)
- Each email has one call to action
Open questions
- Should the third email mention pricing?
Next steps
1. Finish email 3
2. Write subject lines for all three
Paste-ready paragraph: We are building a three-email onboarding series in a warm, brief tone with a single call to action each. Emails 1 and 2 are approved. Continue with email 3.
An example the author shared. Your result will differ.
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