AI in your meetings.

The easiest win on this whole site. Ten minutes to set up, and you stop leaving meetings with nothing written down.

Why this one first

If you only adopt one thing, make it this. There's no workflow to design and no prompt to learn — it runs while you do what you were already doing, and it fixes a problem every business has: the meeting happened, everyone agreed something, and nobody wrote it down.

Pick one, don't research for a week

GranolaTranscribes locally on your Mac, so audio doesn't leave the laptop. The one we use, and the easy answer if you're privacy-conscious or in a regulated field.

Otter / FirefliesJoin your calls as a visible participant. Good sharing and search. Cloud-based, so check the terms if your meetings are sensitive.

Whatever's already in your stackZoom, Teams, and Meet all have built-in AI notes now. If you're on one of those, turn it on today and skip buying anything.

Start with the last row. Most people are paying for this already.

Say something. Once.

In many US states, one party consenting to a recording is enough — but that's the legal floor, not how you keep clients. Being visibly casual about it costs nothing:

"I've got an AI notetaker running so I'm not typing while you talk — shout if you'd rather I turn it off."

Nobody has ever been annoyed by that sentence. Plenty of people have been annoyed to discover a recording after the fact. In a two-party-consent state, or with anything sensitive, get an actual yes.

Turn the transcript off

The most common mistake is leaving these tools on their default, which emails everyone a full transcript. Nobody reads a 4,000-word transcript, and you've now created a permanent verbatim record of every offhand comment in a client meeting.

Configure it to produce three things: decisions, action items with owners, and open questions. That's the entire value. Keep the transcript private and let it expire.

The habit that makes it worth having

The notes are not the point. The follow-up is. Take two minutes at the end of the call:

From these notes, draft a short follow-up email to the client. Lead with what we agreed, then what I owe them and by when, then what I need from them. Under 150 words, plain, no bullet-point salad.

Sending that within an hour of a meeting puts you ahead of most of your competitors, who send it three days later or not at all. That's the whole trick.

Do this now

Check whether Zoom, Teams, or Meet already includes notes on your plan.
Turn off automatic transcript sharing. Keep decisions and actions only.
Say the one sentence at the top of your next call.
Send the follow-up email within the hour.

Once meeting notes land reliably, the next hour of your week to reclaim is usually email. That's inbox to thirty minutes a day.

Want someone to just do this with you?

The AI Once-Over maps where AI actually saves time or makes money in your business, then builds the first one with you.

See the AI Once-Over →