Take meeting notes that write themselves
Leave every call with a summary and clear next steps.
Let an AI notetaker (Granola, Fireflies, Otter or Fathom) record and transcribe the meeting, then turn it into a summary with action items, owners and due dates — and send those to the room within the hour.
The point of notes is the follow-up, not a transcript nobody reads. AI captures and structures so you can actually be present in the meeting. Always tell people it's being recorded.
- ▸Granola — no bot joins; captures audio on your device and enhances your rough notes
- ▸Fireflies — bot records, transcribes, and pushes action items into your CRM
- ▸Otter — long-standing transcription with live notes
- ▸Fathom free — strong free tier, especially for Zoom calls
Capture and summarise
Turn on an AI notetaker and let it transcribe; after the call ask for a short summary plus action items. Instead of leaving with a vague memory and a few cryptic scribbles, you leave with a clean record of what was decided. One ground rule: tell people it's being captured — recording without consent is rude and, in places, illegal.
Structure for accountability
A summary that lists 'discuss budget' is useless; 'Sam to send the revised budget by Friday' drives action. Push for structure: every action item needs an owner and a due date, and decisions kept separate from open questions. Then close the loop fast — send the action items to the room within the hour, while attention is warm.
Tailor outputs and track across meetings
One transcript can produce several tailored outputs: a terse action list for the doers, a context-rich summary for someone who missed it, a one-line update for a busy exec. Then track across meetings — feed a series of a recurring meeting's notes and ask which action items keep slipping. That turns notes from a record into an early-warning system.
- 1Turn on your AI notetaker and tell participants it's recording.
- 2After the call, get a summary plus action items with owners and dates.
- 3Send the action items to the room within the hour.
- 4For recurring meetings, review past notes to catch what keeps slipping.
Meeting prompts
Want the prompts that go further?
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