AI · Library course

Set Up an AI Meeting Notetaker Everyone Agrees To

Install an AI meeting notetaker, set it so it records only the meetings you pick with everyone's agreement, and send its action items where you work.

  • Beginner
  • 15 lessons
  • 28 min to complete
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What it covers

What your people will learn.

  • AI

Installing an AI notetaker takes minutes. The settings that decide who it records, and who reads the result, take the rest of the hour.

Some notetakers can join every meeting on your calendar, and some keep transcripts until you delete them. This course has you choose the right kind of notetaker for how you meet, change the settings that decide who gets recorded, and ask everyone before it runs.

Then you connect it to the one place your action items should land and run a throwaway test call, so your first real meeting is not the experiment.

You walk away with a notetaker installed and set to record only the meetings you pick, a one-line ask you use at the start of every recorded call, and a ten-minute weekly routine that keeps it that way.

Who it's for

Founders: want customer and team calls captured without taking notes by hand.

Managers and operators: run back-to-back meetings and need action items they can check and send.

Consultants and client-facing teams: record calls with people outside the company and need consent handled before the notetaker joins.

The lessons

15 lessons, in order.

About 28 min to complete. Add the course and every lesson is yours to publish as it is, or to edit.

  1. Pick the Kind of Notetaker That Fits2 min
  2. Install It Against Your Work Calendar1 min
  3. Match Five Setups to a Notetaker5 min
  4. Pick and Install Knowledge Check1 min
  5. Lock Down Consent and Privacy1 min
  6. Ask Everyone Before It Records2 min
  7. Keep Transcripts Private and Short Lived2 min
  8. The Bot Sat In on a One-on-One3 min
  9. Lock Down Consent and Privacy Knowledge Check1 min
  10. Send Action Items Where You Work1 min
  11. Run a Test Meeting1 min
  12. Make It Routine1 min
  13. The Test Meeting Came Back Wrong4 min
  14. Set It Up This Week2 min
  15. Wire It In and Keep It Running Knowledge Check1 min

In your academy

A starting point, not a rental.

A library course works like any course you publish. Add it, make it yours, and your people see it as one of your own.

  1. 1

    One click

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    Find the course in the library, press Add, and it's in your catalog. Publish it as it is, or shape it first.

  2. 2

    Your brand

    Rebrand it, edit it

    It sits on your domain, in your colours. Change any word yourself, or ask the assistant for your wording, your examples and your policies.

  3. 3

    Practice

    Practice and the tutor come with it

    Type / in any lesson to add practice, from explain it back to drills and scenarios. Your people can ask the AI tutor about any lesson.

On the same shelf

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