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Playbook

Meeting notes & action items

Notes people trust: decisions, owners, and dates kept separate from ideas.

The workflow

  1. Tell attendees a note-taker is running.
  2. Use a template with sections: Decided / Not decided / Action items (owner + date) / Open questions.
  3. Leave the owner blank if nobody took it. Never let AI assign work.
  4. Send the recap within an hour, and ask for corrections.

Tools we'd use

'Likely allowed at work' is a general guide, not legal or IT advice. Check your company's AI policy first.

Choosing a tool? See Best AI note-taker for project managers and Fireflies vs Otter vs Fathom vs Granola.

One workflow a week.

A practical AI playbook for running your team, in 5 minutes.