AI can help summarise meeting notes and suggest actions. Check the result against the source before assigning work or sharing it.
Prepare notes
Use approved notes or a recording where appropriate. Before recording or transcribing, explain the purpose and follow your organisation’s privacy rules and any applicable requirements.
Review the output
Ask for decisions, actions and open questions. AI may invent an owner, miss a condition or misunderstand a deadline, so confirm these with the people involved.
Follow through
Once checked, actions can be added to a project tool or shared with the team if the relevant connection and permissions are in place. Limit access and retention of meeting content.
Review the action list
From permitted notes, ask for decisions, suggested actions and unresolved questions in separate groups. A colleague checks the list against the notes and confirms the owner and date with the people involved.
If the meeting did not settle an owner or deadline, leave it open. Before adding approved actions to a project tool, check the destination and permissions. Agree how a participant can correct a summary and how long the source material is kept.
See using AI to organise project updates for the next handover.
