Good meetings often end with no clear record of who agreed to do what. AI meeting tools can record the call, write a summary and list action items for you. Here is how to set it up.
Step 1: Choose a meeting notes tool
Otter.ai and Fireflies are popular choices. Compare them in our guide to Otter vs Fireflies.
Step 2: Connect your calendar
Link your calendar and video meeting app so the tool can join scheduled calls automatically.
Step 3: Get consent
Recording rules differ by state. Tell everyone at the start that the meeting is being recorded and transcribed.
Step 4: Run your meeting
Say names and deadlines out loud, such as: Sam will send the quote by Friday. Clear statements make the action items more accurate.
Step 5: Review and share the summary
- Read the summary for mistakes before sending it.
- Fix names and numbers the AI heard wrong.
- Send action items to the people responsible.
Step 6: Turn action items into tasks
Copy each action item into your task tool so it does not get lost. Check each vendor’s site for current pricing and limits.