To use AI for meeting notes, add an AI notetaker to your video calls or record in-person meetings and let it transcribe, summarize, and list action items. You get a searchable record and a shared summary without anyone typing throughout the meeting. Always tell attendees they are being recorded.
This guide covers setup and good habits. For your first project overall, read our AI audit.
What an AI notetaker produces
- A full transcript you can search
- A short summary of key decisions
- A list of action items with owners
- Follow-up emails you can edit and send
Setting it up
- 1
Choose a tool
Pick a notetaker that joins your meeting platform..
- 2
Get consent
Tell attendees recording and transcription are on..
- 3
Review the summary
Check the action items for accuracy..
- 4
Share and store
Send the summary and save it where the team can find it..
Treat the figures below as third-party research and general context, not a forecast for your own business.
Make the summaries useful
Ask the tool to format summaries the same way every time: decisions, action items with owners, and open questions. A consistent format makes follow-up faster.
A real-world reference
Workplace studies summarized by NBER show AI assistants helping staff capture and act on information faster, especially for routine documentation.
Frequently asked questions
Can AI take notes in meetings? +
Yes. AI notetakers transcribe the conversation and produce a summary with action items you can review.
Do I need consent to record meetings with AI? +
You should always tell attendees that recording and transcription are on, and follow local rules.
Are AI meeting summaries accurate? +
They are usually a strong first draft. Review the action items, since AI can misattribute or miss detail.
Where are AI transcripts stored? +
It depends on the tool. Check the vendor data terms before using it for confidential meetings.
For policy basics, see our governance checklist.