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Business template

Meeting minutes and action items

Capture attendees, a timed agenda, decisions and action items in one place. Open actions and overdue items are counted for you.

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  • No account needed to try
  • Download as .xlsx
Preview of the Meeting minutes and action items template

What's inside

Everything is a normal workbook once you open it: change the numbers, rename the sheets and make it yours.

1 sheet
  • Minutes
20 formulasTotals, lookups and checks are already worked out, so the sheet updates as you type. 119 filled cells in all.
Built in
  • Conditional formatting
  • Dropdowns
  • Checkboxes
  • Live dates
  • 3 conditional format rules
  • 2 validation rules

A look at the Minutes sheet

The top left of the first sheet, calculated by SheetsBat. Open the template to see all of it.

ABCDEFGH
1Meeting minutes
2Fill in the details, tick who attended, and track action items to done.
3MeetingQuarterly planning reviewAttendance5 of 7
4DateThursday, November 12, 2026Open actions9
5Start time10:00 AMOverdue1
6LocationRoom 4B and video callMeeting ends11:10 AM
7FacilitatorAvery Lin
8AttendeesJordan Patel
9NameRolePresent
10Avery LinSponsorTRUE
11Jordan PatelNote takerTRUE
12Riley ChenDesign leadTRUE
  • meeting
  • minutes
  • agenda
  • actions

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