How to set up a meeting notes bot
Get a summary and action list from every online meeting automatically.
Step by step
- Check which meeting tool you already pay for; many include AI notes.
- Turn on recording or transcription and the summary feature.
- Tell attendees at the start that notes are being recorded.
- After each meeting, check the action items and owners.
- Copy actions into your task tool.
- Delete recordings you no longer need.
Watch-outs
- Always tell people you're recording. Consent matters.
- Avoid recording sensitive client or staff conversations.
- Summaries can miss nuance; skim before you share.
Questions
Does it work for phone calls?
Some tools do. Check the rules on recording calls in your state.
Where are recordings stored?
With the meeting tool's provider. Check their retention settings.
Related guides
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Need prompts for the AI steps? See 40 AI use cases with copyable prompts. Want a hand? Get in touch.