Let AI Handle Your Meeting Notes

Stop spending 30 minutes writing up meeting notes.

You’re Probably Already Paying For This

Microsoft Teams, Zoom, and Otter.ai may already offer recording, transcription, and AI summaries depending on your plan and settings. That’s true whether the meeting is a staff huddle, a vendor call, or a partner meeting across locations. It’s worth checking what you’re already paying for before assuming you need something new.

No Recording Tool? Use This Prompt Instead

No recording tool? Take rough notes and copy and paste this into ChatGPT, Microsoft Copilot, or any AI tool:

“Here are my rough notes from a meeting today. Organize these into: 1. Key decisions made. 2. Action items, with who’s responsible and any due dates, if mentioned. 3. Any open questions that still need answers.”

One Courtesy, One Requirement

And let people know when you’re recording. It’s a courtesy, and sometimes a legal requirement, particularly if the conversation touches patient care or personnel matters. Since Cybersecurity Awareness Month is a good prompt to check this kind of thing anyway, it’s also worth confirming where those recordings and transcripts get stored, and who has access to them, once the meeting ends.

Try It This Week

  • Check whether your existing meeting tools already offer AI summaries
  • If not, take rough notes at your next meeting and run them through the prompt above
  • Confirm who on your team can access the recording or notes afterward

 

Want help setting this up properly? We can help you figure out which meeting tools you already have access to, and configure them so recordings, transcripts, and notes are stored securely.

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