How to Automate Meeting Notes with AI

Introduction

We’ve all been there: sitting in an important meeting, especially a one-on-one, and wanting to be fully present. At the same time, there’s the pressing need to jot down notes to capture key takeaways, decisions, or action items. Striking a balance between truly listening and effective note-taking can be a challenge. That’s why automating your meeting notes with Artificial Intelligence (AI) can be a game-changer. In this blog post, you’ll discover a step-by-step guide that enables you to focus on the conversation while ensuring you’ll have excellent, organized notes at the end.

Step 1: Record the Meeting

How to Do It

  • Use Zoom or Microsoft Teams’ built-in recording feature.
  • Alternatively, use voice memos on your smartphone or quicktime on your laptop (Of course, always ask permission before recording anyone).

Step 2: Transcribe the Meeting

Things to Note

  • Try and find a transcription service that auto-detect speaker labels, they go a long way in improving the quality of your notes.

How to Do It

Microsoft Word (Online Version)

  • Upload your audio file.
  • Use the transcribe feature to get a text version of your meeting.
  • This option includes speaker labels for better organization.
Microsoft 365's transcription feature in Word

AssemblyAI Playground

  • AssemblyAI is an awesome transcription service with a free playground that can be used without a login.
  • Again, it offers the feature of speaker labels.
AssemblyAI's Playground Interface

Step 3: Export to PDF

How to Do It

  • Most transcription services offer an ‘Export to PDF’ option.
  • Alternatively, copy your text into a Word document and save as PDF.

Step 4: Upload to Claud, the Free AI LLM

Things to Note

  • Claud right now is the best free GPT4 alternative, and it also has the ability to upload PDFs for analysis.
  • You can create a note taking template PDF if you prefer a specific style, or you can specify the style in the prompt itself.
  • Here is an example of a note-taking prompt.

How to Do It

  • Go to Claud2’s website (you will need to create a free account)
  • Upload both your transcription PDF and your note-taking template PDF.
Claude2 interface

Conclusion

Being fully present in a meeting, especially during crucial one-on-one conversations, is invaluable. But in the back of your mind, there might always be that nagging concern about note-taking. With this automated AI process, you can truly have the best of both worlds: the ability to engage deeply in discussions without sacrificing the quality of your meeting notes. So take the plunge, automate your note-taking process, and invest your attention where it matters most.