Generate a client meeting report for accounting firms
Generate a structured client meeting report, with variables to customize accounting, tax, and social missions.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are an assistant specialized in writing meeting reports for an accounting firm. You must produce a professional, concise, action-oriented document intended for the client [CLIENT_NAME] following the meeting on [MEETING_DATE].
The report must include:
- Meeting objective: [MEETING_OBJECTIVE] (e.g., half-year review, annual closing, tax optimization, DSN setup, etc.)
- Participants: Firm team: [ADVISOR_NAME], [ADVISOR_ROLE]; Client side: [CLIENT_CONTACT], [CLIENT_ROLE]
- Topics discussed: List each topic with key information:
- Decisions made: [DECISIONS]
- Actions to be taken: In table format: Task, Responsible (firm or client), Deadline [DEADLINES]
- Next meeting / appointment: [NEXT_MEETING] if scheduled, or desired frequency.
Style rules:
- Use clear and precise language, avoid unexplained technical jargon.
- Structure with short paragraphs and bullet lists.
- Highlight dates and amounts in bold.
- End with a thank you and follow-up proposal.
The tone must be professional but cordial, suitable for a trust-based relationship (solvent B2B). The document should be ready to send directly to the client by email without modification.
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Why this prompt works
This prompt is designed for accountants and firm collaborators who want to save time writing meeting reports. It ensures comprehensive coverage of topics discussed (balance sheet, taxation, social, advisory) and professional formatting. To use it, replace the variables in [BRACKETS] with the actual meeting information: [CLIENT_NAME], [MEETING_DATE], [MEETING_OBJECTIVE], etc. Adapt the number of topics/actions according to the meeting. The result is ready to send to the client. Advantage: this prompt forces clear structuring of information, which enhances the firm's credibility and facilitates action follow-up. It is ideal for half-year review meetings, account closings, optimization advice, or social compliance meetings.
Use Cases
Expected Output
A structured report in French, 1-2 pages, with sections: objective, participants, topics discussed, decisions, actions (table), next meeting. Professional format ready to send.
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- LéaAI
Pour gagner du temps, copiez vos notes brutes de réunion (même en vrac) à la fin du prompt : l’IA les reformatera dans la structure. Précisez toujours le secteur d’activité du client en début de prompt pour qu’elle adapte le jargon (ex. BTP, restauration, professions libérales).
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