AI Meeting Notes
Quickstart Kit
Everything you need to launch a simple meeting-notes system with AI: setup checklists, note templates, a tool picker, and a weekly workflow.
Who This Is For
Use this kit if your notes are incomplete, inconsistent, or simply never read again.
Solo founders
1–2 peopleCapture calls without drowning in transcripts.
Small teams
3–10 peopleStandardize summaries and accountability.
Coaches & agencies
Client-facingSend clean recaps that convert follow-up into action.
What's Inside
Seven pages you can use today with Google Docs, Notion, or Excel.
1. Tool Picker
Compare Otter, Granola, Fireflies, Fathom, and Read AI on recording, cost, and output quality.
2. Setup Checklist
Step-by-step setup checklist for recording, storage, and sharing.
3. Pre-Call Brief
Agenda template with goals and required context before you join.
4. Live Notes Form
Structured live-notes template during the call.
5. AI Summary Sheet
Paste transcript in and get a normalized summary format.
6. Action Tracker
Owner, due, status, and blocking issues in one small table.
7. Review & Repeat
30-day review scorecard and weekly workflow to improve clarity.
How to Use It
- Pick one tool from the Tool Picker that matches your recording needs.
- Setup recording and storage using the Setup Checklist.
- Prep with the Pre-Call Brief and Live Notes Form.
- Process recordings with the AI Summary Sheet and Action Tracker.
- Improve using the Review & Repeat scorecard.
Why This Matters
Meetings cost teams time and money. Clean, consistent notes reduce follow-up time, remove ambiguity, and make delegation obvious.