How to take meeting notes and send follow-ups with AI
Stop typing during calls: get a summary, decisions and to-do list after every meeting, plus a ready-to-send follow-up email.
- ⏱ Time10 minutes to set up
- 💰 CostFree to start
- 🎯 DifficultyEasy
- 👤 ForSmall business
Steps
Use an AI note-taker during your video calls. Tell the other people that the call is being transcribed.
Tool: Granola
After the call, ask for the decisions, who does what by when, and any open questions.
Tool: Otter.ai
Try this prompt:From this meeting, list the decisions, each action with an owner and a date, and the questions we didn't answer.
Have the assistant draft a short follow-up email to everyone who was there. Read it, fix names and dates, and send it yourself.
Tool: Claude
Try this prompt:Write a short, friendly follow-up email to the meeting attendees with the decisions and action items. Keep it under 150 words.
Tools used
Granola
An AI notepad for back-to-back meetings that works without a bot joining the call. Less intrusive than most notetakers.
Pricing not verified
Otter.ai
Meeting notetaker with transcription and summaries. A safe default for recorded calls.
Pricing not verified
Fireflies.ai
Takes meeting notes and pushes tasks into email, chat and CRM. Strong for sales teams.
Pricing not verified
Claude
Anthropic's assistant for writing, analysis and code, now with decks, spreadsheets and scheduled tasks. A top pick for long documents and careful reasoning.
Pricing not verified
Learn how
New to AI tools? Start with our beginner guides.
Questions
Is it OK to record people?
Always tell people at the start that the call is being recorded or transcribed, and follow the rules where you live. In Norway and the EU, people should know and agree.
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