Guides / Meeting notes

Meeting notes

Writing up minutes and action items. Typical: about 2 hours a person a week. AI could take roughly 60% (illustrative).

5 steps

  1. 1

    Tell everyone the meeting is being transcribed, every time.

  2. 2

    Turn on transcription in Teams or Meet.

  3. 3

    Ask AI for decisions, action items and owners.

  4. 4

    The meeting owner checks it and sends it out.

  5. 5

    Delete transcripts you no longer need.

🧰 Tools that can do this

Teams or Google Meet transcripts with Copilot or Gemini.

🆓 Do it free

Whisper for transcription, AnythingLLM for summaries. See free tools and StackSwitcher for switching guides.

🔒 Keep it safe

Do not paste personal, staff or client details into public AI tools. A person checks the output before it counts.

🆓 Option 1: Do it free

Open source tools you can run yourself, no licence fees. You will need someone handy to set them up and keep them updated.

See all free tools

📦 Option 2: Get the click by click pack

Plain guides and prompts in a ZIP. Pay once, no subscription. It is a set of guides, not software. This job (Meeting notes) has its own click by click setup in both Starter and Full.

Compare what is in each pack

Last checked 4 Nov 2026. Menus change, so check the tool's own help pages.