When Not to Use an AI Notetaker at All
When not to use an AI note taker: the three different reasons to leave it off, the cost nobody counts, and why selective recording is a skill.
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Hybrid Meetings: Half the Room, Half on the Call
Why AI notes in a hybrid meeting capture remote people well and the room badly, what it does to speaker labels, and the fix that costs nothing.
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Pushing Meeting Notes Into Your Task Tool
Connecting meeting notes to your task manager: what native integrations do, the mistake that makes your tracker worse, and where to point the output.
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Searching Across Months of Past Meetings
How to search past meeting transcripts and actually find it: why you search for what you concluded, not what was said, and the two kinds of search.
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When Someone in the Meeting Objects to the Bot
Someone doesn’t want the meeting recorded. What to do in the first ten seconds, why not to ask them to justify it, and what a repeat objection means.
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Rolling a Notetaker Out to a Team of Five to Twenty
An AI note taker for teams rollout is not a normal software rollout. The four policy questions to answer before the licences, and what silence means.
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Zoom, Google Meet and Teams: What Changes Per Platform
Choosing an AI note taker for Zoom vs Google Meet vs Teams: why your platform and your admin decide more than your tool, and what to check first.
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One-on-Ones vs Group Meetings: Different Notes, Setup
AI notes for one on one meetings need a different setup than group calls. Why a group configuration fails a 1:1, and the case for not recording them.
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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.
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Teaching a Notetaker Your Names, Products and Jargon
AI transcription custom vocabulary done properly: where the setting lives, how to build the list from your own transcripts, and why longer is worse.