I have struggled through every meeting trying to actively listen while taking notes, only to miss something important and need them to repeat themselves.

“Sorry, could you repeat that again?”

Have you experienced that?

I mean, I can multi-task but it can be tough.

That’s why this week we're diving into how to utilise AI tools to transform those draining, unproductive meeting struggles into seamless, focused experiences.

Spotlight

For small businesses, virtual meetings are essential but can be productivity drains when juggling note-taking with active participation. Utilising AI has key advantages:

• It allows you to focus solely on the discussion rather than multitasking with documentation.

• AI provides real-time transcriptions and translations, making meetings more accessible and inclusive.

• Meeting summaries and action items generated by AI improve information retention and accountability for follow-ups.

• Comprehensive AI notes create a detailed record you can easily search, reference and analyse later.

By harnessing AI's capabilities, small businesses can transform taxing virtual meetings into engaging, productive sessions.

Meeting AI Toolbox

tl;dv

tl;dv is the platform you’ve been waiting for. Integrating with Zoom, Google Meet and Teams, tl;dv joins your call as a bot and records your meeting. Once complete it then has the capability of creating a transcript, summarising the call with time stamps and integrating with CRMs, project management tools and more.

Price: Free plan on offer & Pro for $20 per month

Here's what it can do for you:

• Highlight Clip: Highlight any part of the transcript and turn that moment into a sharable clip with your team.

• Organisation: Once a call is complete, the call is summarised and categorised under specific tags (e.g. Next Steps) so it’s easy to navigate to a certain moment during a meeting.

• Ask Away: You have an AI powered search bar that allows you to ask it to do something e.g. I asked it to compile a list of “website issues'“ the prospect mentioned on the call, and it delivered the list with time stamps to watch instantly.

• Integrate: tl;dv integrates with over 5000 platforms, so you can have your summaries and transcripts sent to CRM’s, Project Management Systems or to be drafted as an email in your inbox, making it easy to send to the team or prospect.

Prompts

Prompt for Consultation Preparation

I have an upcoming consultation call with a [client’s type of business] who's interested in [purpose of your service e.g. create a website] . Provide me with key discussion points and questions covering the following details:

• Client background and context (industry, challenges, goals)

• Key discussion points tailored to the client's specific needs and pain points

• Desired outcomes and objectives from the [my service]

• Potential questions or concerns the client may raise, and how to address them

— wait for output —

Using this information how could I structure the sales call, provide an outline broken into section with bullet points?

Prompt for Follow-up communication

Using the meeting summary and my notes, draft a follow-up email to all attendees with the following sections:

• Introduction: Brief context and purpose of the meeting

• Key Discussions: Highlight the main topics, decisions, and action items covered

• Next Steps: Clearly outline the next steps, deadlines, and ownership for each action item

• Additional Resources: Include any relevant documents, slides, or resources discussed in the meeting

• Call to Action: Encourage attendees to review the summary, provide feedback, and prioritize their assigned tasks

Tailor the email tone and language as follows [describe tone and language]

Resources

That’s a wrap!

A snapshot look into how AI can help you save time and increase productivity with virtual meetings