Who this is for
Anyone who's the single point of failure for a process they've never documented, and wants it out of their head and into a followable doc.
The moment this saves you
Only I know how to do the monthly billing reconciliation, so I can never take a real vacation, but documenting it always loses to whatever's on fire that week.
See it work
Messy spoken thought in. A clean, structured artifact out.
Documenting the monthly billing reconciliation process so someone else can do it. First, export the transactions report from Stripe for the month, you go to the dashboard, reports, and pick the date range. Then download the invoices from our accounting tool for the same period. The tricky part, you match them by invoice number, and any that don't match go in a discrepancies tab, this is where most errors hide so go slow. Then for each discrepancy, check if it's a refund or a failed payment, those are the usual culprits. Once reconciled, you mark the month closed in the accounting tool and email finance a summary. The gotcha, never close the month until the discrepancies are zero, and watch for duplicate charges, they happen.
Process: Monthly billing reconciliation, June 5, 2026
Steps
- Export the month's transactions report from Stripe (Dashboard > Reports > date range)
- Download invoices from the accounting tool for the same period
- Match them by invoice number; put any that don't match in a discrepancies tab (most errors hide here, go slow)
- For each discrepancy, check if it's a refund or failed payment (the usual culprits)
- Once reconciled, mark the month closed in the accounting tool
- Email finance a summary
Gotchas
- Never close the month until discrepancies are zero
- Watch for duplicate charges, they happen
The workflow
Record a voice note
Hit the hotkey and talk, no formatting, no typing.
Tag it with this context
Contextli shapes your words into the structured output above.
Find it later
Everything's searchable and organised by context.
Pull it into Claude or ChatGPT
Bring your contexts straight into your AI tools with the Contextli MCP.
Your raw recording and transcription stay on your device, so you can always go back to the original.
The prompt behind this context
I'm going to talk through how I do a process, step by step. Turn it into a documented procedure: a bold "Process: [name], [today's date]" heading, then a bold **Steps** NUMBERED list following the order I describe, keeping specific tool names, menu paths, and my warnings in italics where I flag tricky parts. Then a bold **Gotchas** bullet list for the pitfalls and rules I call out. Keep every concrete detail. Don't invent steps or tools I didn't mention. Output only the process doc.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Use this context
One click copies it and shows you exactly how to drop it into Contextli.
Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Your raw recording and transcription stay on your device, so you can always go back to the original.
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Questions people ask
Questions founders ask about Process Documentation Note
What is the best way to take meeting notes without missing anything?
The most effective approach is a two-step method: be fully present during the meeting, then speak a structured voice summary immediately afterward while the conversation is fresh. The Process Documentation Note context converts your spoken debrief into a meeting note with attendees, decisions, and next steps. You get clean notes in under two minutes without having typed or recorded the live meeting.
How do I take meeting notes by voice without a recording bot?
After the meeting ends, open Contextli and select the Process Documentation Note context. Speak a 60 to 90 second summary covering what was discussed, any decisions, and the agreed next steps. The context formats your words into a clean meeting note ready to share. No bot joins the call, nothing is recorded without consent, and no third-party service sees the conversation.
What should meeting notes include?
Good notes cover the date and attendees, a brief context statement, the key points discussed, any decisions made, and the action items with owners and due dates. The Process Documentation Note context structures your spoken summary into exactly these sections, so you produce consistent notes every time without remembering the format.
How do I share meeting notes quickly after a call?
Dictate your summary into Contextli using the Process Documentation Note context immediately after the call. The structured output is plain text you can paste into Slack, Notion, or email in one step. Most people go from "call ended" to "notes shared" in under three minutes.
How do I add this context to Contextli?
Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.
Is my voice recording private? Does Contextli send it anywhere?
Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.
Can I change what the output looks like?
Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.
Do I need to install an app to use this context?
Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.