Recording a Client Call: What to Check Before You Start
A two-minute checklist before recording a client call with AI notes: the contract clause, the consent, the capture that can silently fail, and retention.
A two-minute checklist before recording a client call with AI notes: the contract clause, the consent, the capture that can silently fail, and retention.
AI transcription custom vocabulary done properly: where the setting lives, how to build the list from your own transcripts, and why longer is worse.
Why your AI transcript has wrong speaker labels: the two opposite failures, what causes each, and the fastest repair that is not line by line.
Your AI meeting summary is wrong or just useless. The two failures are different. Why length beats importance, and the sentence that fixes most of it.
Going from meeting transcript to action items that get done: why the generated list fails, how to cut it down, and where to put what survives.
AI notetaker data training privacy is two questions, not one. Where the answer actually lives, the words to search for, and what to ask a vendor directly.
Where AI meeting recordings are stored, why you probably have two copies of every meeting, who can open them by default, and how long they stay.
Do you have to tell people you are recording a meeting? The etiquette answer, why the tool’s own notice is not enough, and what to say in four situations.
What participants see when an AI notetaker joins: the attendee list entry, the platform consent prompt, and what none of those notifications tell them.
A neutral look at bot free AI note taker vs bot capture: what each one actually buys you, what you give up, and why visibility is not the same as privacy.