A practical starting point
Make meeting notes easier to use by focusing on decisions, owners and due dates rather than a long transcript.
Ask participants before recording. For a pilot, use notes you are authorised to share and give the assistant a small output template: decision, action, owner, deadline and unresolved question.
An assistant can mistake a suggestion for an agreement. Have the meeting owner confirm commitments before distributing the summary. Keep the original notes available for corrections.
The practical guide below works through a hypothetical example, the decisions to check and a way to review the result. Use it to prepare questions for your own situation; adapt the exercise to the information and tools you are authorised to use.
Send participants the reviewed action list and explain how to request a correction. Store the approval date with the notes. The next meeting should revisit unresolved actions rather than repeat the whole transcript. Use AI Meeting Assistants alongside AI Task Planning to turn confirmed actions into a realistic schedule, while keeping tentative ideas out of people’s committed workload.
Read the practical guide
AI Meeting Assistants: a practical planning guide →Related topics
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