Masterclass: Turn Meetings into Results

Part 1: Automate Notes and Transcriptions with AI

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This masterclass is part of the Solve with AI’s Work Management Operating System (WMOS) training series for service businesses.

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Hey AI Productivity Explorer,

Ever left a meeting feeling like you are in control, only to lose track of half the action items before you even make it back to your office? Or worse, sat in another one of those meetings where nothing gets written down, and everyone in your company awkwardly pretends to “remember” what was discussed?

Meetings are the heartbeat of any service business. It can be your Monday morning huddle, weekly planning meeting, board meeting, or client meeting.

Meetings are also one of the easiest places to lose time, energy, and momentum.

Why is that?

We’re human. We can’t capture every detail, remember every task, or chase every follow-up.

As Thomas Sowell once said: “People who enjoy meetings should not be in charge of anything.”

Don’t get me wrong. Meetings are crucial to your business’s success because a productive meeting can lead to productive outcomes or results.

The problem is not the meeting it is the proper delegation of the tasks identified in that meeting.

Let’s change that.

What if next time you walk into a meeting, fully present, with no distractions? The discussion flows, action items stack up, and ideas spark. But instead of you or your assistant struggling to jot down notes, decipher key points, or track follow-ups, AI takes over and handles it all seamlessly.

Not only does AI capture every detail with precision, but it also goes a step further. All the meeting notes are automatically processed, organized, and transformed into actionable tasks for your team complete with due dates, priorities, and assignments.

Imagine walking out of the room knowing that nothing will fall through the cracks and your team can hit the ground running.

The result?

Crystal-clear summaries, actionable to-dos, and seamless follow-ups, and the best part? All of it happens without lifting a finger.

To be honest, it is easier said than done that’s why I created this training post so we can walk through the entire steps.

(If you get stuck then feel free to schedule time with me so I can help you.)

Here’s what we’re diving into today’s workshop training post:

(Note: I have divided this masterclass into two parts to make it an easier read because there is lots to cover. Today, we will focus on selecting the right tools and automating note capture.)

Part 1: (Today)

• How to choose the right AI tool for your meetings: A breakdown of platforms with the pros and cons of each. You don’t want to skip this section because I have used almost all popular platforms and I can save you from buyer’s remorse.

• How to automate meeting notes and optimize your notes platform.

Part 2: (Next Week)

• How to automate follow-ups and task management: Integrating tools like Asana to make sure every action item gets tracked and executed.

• Advanced tips to optimize your workflow: Learn how power users use AI to save hours every week.

• The future of AI in meetings: What’s next for automation, accountability, and productivity?

By the end of this masterclass post (Part 1 and 2), you’ll have everything you need to turn your meetings from chaotic brainstorming sessions into powerful engines of execution.

Let’s go!

Step 1: Choose the Right AI Tool for Your Meetings

AI powered meeting tools are no longer a luxury they’re a necessity for anyone looking to save time and ensure that every meeting leads to results. But with so many options available, how do you choose the right one for your needs?

Let’s break it down.