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AI meeting notes: What should you look for?

September 6, 2024

Meetings

Meetings

Meetings contain critical information that teams need to reference and act on. Research shows that 80% of meeting content is forgotten within a week, and finding specific discussions across teams is challenging when documentation is scattered, incomplete, or missing entirely. AI meeting notes tools solve these problems by automatically capturing and organizing meeting content.

AI meeting notes platforms provide four primary deliverables:

Transcripts create a word-for-word record of the meeting. For example, a one-hour product development meeting generates a searchable document containing every feature discussion, technical requirement, and team decision.

Action items are pulled directly from the conversation. When someone says "John will update the wireframes by Friday," the AI automatically creates a tracked task with the assignee and deadline.

Meeting summaries distill hour-long conversations into 2-3 paragraphs. A 45-minute sprint planning meeting becomes a concise overview of sprint goals, resource allocation, and key decisions.

Topic segmentation breaks discussions into labeled sections. A client call covering multiple projects is automatically divided into sections like "Website Redesign," "Q1 Marketing Campaign," and "Budget Review."

Here are some examples of how those play out:

Marketing teams planning campaigns can capture every creative suggestion without pausing for notes. Imagine generating 47 tagline options in 30 minutes because no one had to stop and write them down.

Finance teams preparing budget reports save hours of manual documentation. Instead of spending 2-3 hours writing up a quarterly budget review, the AI generates an accurate summary with all key figures in minutes.

IT teams tracking technical requirements ensure nothing is missed. You could reduce requirement-related bugs by implementing AI notes to capture all technical discussions and decisions.

What does your team need from AI meeting notes?

Accuracy

Transcript accuracy directly impacts productivity. A 95% accurate transcript of a 30-minute meeting takes 5 minutes to correct. An 85% accurate transcript can take 30 minutes or more to fix—negating the time-saving benefits.

Speaker identification must be reliable. For example, in a 10-person meeting, manually labeling speakers takes an average of 15 minutes. AI tools that learn to recognize voices can eliminate this task entirely.

Accessibility

System implementation should take hours, not weeks. Example: A 500-person company should be able to deploy the tool across all teams in less than one business day.

Regular use needs minimal training. New users should be able to start recording and accessing meeting notes within 5 minutes of installing the tool.

File sharing must integrate with existing workflows. Teams should be able to automatically send meeting summaries to Slack channels, push action items to Asana, or share transcripts via Google Drive.

Compatibility

Your AI meeting notes platform must work with:

  • Meeting software: Zoom, Google Meet, Microsoft Teams, Webex, BlueJeans

  • Communication tools: Slack, Microsoft Teams, Discord

  • Project management: Jira, Asana, Monday.com, Trello, ClickUp

  • Document storage: Google Drive, Dropbox, OneDrive, Box

Features to compare in AI meeting transcript apps

Summaries

Effective meeting summaries include:

  • Discussion topics listed in order of time spent

  • Explicit decisions marked with timestamps

  • Action items with assignees and deadlines

  • Key metrics or numbers mentioned

  • Follow-up questions requiring resolution

Archives

Meeting archives should provide:

  • Full-text search across all meetings

  • Filters by date, participant, topic, and project

  • Jump-to-timestamp video playback

  • Automated topic tagging

  • Custom metadata fields

Example search capabilities:

  • Find all meetings where "pricing strategy" was discussed

  • Show every time "Project X" was mentioned by the CEO

  • List all action items assigned to Sarah in Q1

  • Locate every budget decision made in 2024

AI Assistants

AI assistants should handle specific tasks like:

  • Converting meeting discussions into formatted email updates

  • Creating Jira tickets from action items

  • Generating agenda suggestions based on past meetings

  • Identifying topics that need follow-up in future meetings

Integrations

Essential integration features include:

  • Two-way calendar sync with Google Calendar and Outlook

  • Automatic posting of summaries to Slack channels

  • Direct export of action items to task management tools

  • Custom webhook support for workflow automation

Comparing different AI transcription apps? Ask these questions...

AI Functionality

Specific features to evaluate:

  • Can it identify and tag repeated customer objections?

  • Does it recognize when deadlines or commitments change?

  • Can it generate different summary formats for different audiences?

  • How accurately does it capture technical terminology?

Free vs Paid Plans

Compare specific metrics:

  • Cost per user per month

  • Storage limits (e.g., 10GB vs unlimited)

  • Maximum meeting duration

  • Number of integrations included

  • Transcription hours per month

Security + Compliance

Required security features:

  • AES-256 encryption for data at rest

  • SOC 2 Type II certification

  • Custom data retention periods

  • Role-based access controls

  • Audit logs for all user actions

The Circleback Approach to AI Meeting Notes

Circleback delivers enterprise-grade meeting documentation with industry-leading accuracy. Our platform achieves 98% transcription accuracy for English-language meetings and supports speaker identification across 12 languages.

Key differentiators include:

  • Automated action item tracking with progress monitoring

  • Advanced search functionality across all meeting content

  • Custom workflow automation with 100+ app integrations

  • Enterprise security with SOC 2 Type II compliance

Try it free for 7 days. Subscribe if you love it.

Try it free for 7 days. Subscribe if you love it.

Try it free for 7 days. Subscribe if you love it.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.