Automatic client meeting notes and follow-ups

Record planning meetings and get action items.

The problem

Partners forget to write up meeting notes, so follow-ups slip.

Step by step

1. 1Get client consent to record.
2. 2Turn on transcription in Teams, Zoom or Otter.
3. 3Use the built-in summary to capture decisions and action items.
4. 4Paste action items into your practice management tool.

Copy-paste prompt

From this meeting transcript, list: decisions made, action items (owner and due date), and open questions. Then draft a short follow-up email to the client.

[transcript]

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.