AI workflow for summarising meetings
A consistent summary process turns meetings from a vague memory into a clear set of decisions and next steps. Most of this can run automatically.
Step 1: Record the call
Use a tool like Fathom, Fireflies or your built-in Zoom or Teams recording. Tell people you are recording.
Step 2: Use the auto summary
Most tools generate a summary within minutes. Open it before you do anything else and check it captures the real decisions, not just the topics.
Step 3: Edit for clarity
Trim anything that does not need to be there. Pull decisions and actions to the top. Add owners and dates next to each action.
Step 4: Write the follow-up
Ask an assistant to draft a short follow-up email using the cleaned summary. Keep it to a few short paragraphs.
Step 5: File it
Save the summary in a single, predictable place. A shared folder by client or project works well. This becomes a useful archive within a few months.
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