Meetings should create clarity, alignment, and momentum — not more chaos, confusion, and follow-up work. Too often, decisions get buried in messy notes, action items are missed, owners are unclear, and next steps fall through the cracks.
In this mini course, you’ll learn how to use AI meeting tools to turn recordings, transcripts, notes, and conversations into organized summaries, key decisions, action items, client recaps, owners, deadlines, open questions, and clear next steps.
You’ll explore both built-in AI meeting tools, like Zoom, Microsoft Copilot, and Google Gemini, and standalone platforms like Otter, Fireflies, Fathom, and Granola. You’ll learn what each tool can do and how to choose the right fit for your workflow.
Walk away with a simple, repeatable process for preparing before meetings, capturing what matters during meetings, and reviewing AI-generated outputs after meetings so your meetings lead to action — not more work.
Pain Point: “We had a good meeting, but now everyone remembers everything differently.”
Learn about:
- What AI can do for meetings?
- Simple AI Meeting Workflow (before, during, after meetings)
- Top AI meeting tools
- Chalk Talk – Make One Decision To Impact Your Business Today
Transformation: Turn meeting recordings or notes into summaries, tasks, and client recaps for clear next steps for execution.
Key Tip: Make sure and check out the Playbook and PDF of the slide deck.