Tag: notes

AI Notetaking for Meetings

We are considering implementing an AI solution for meeting notes. Do you have any recommendations?

There are now a bunch of tools for this. I stopped employing any of the cloud solutions, to protect client privacy and security, but I am considering a solution to do it locally. Here’s my experience so far:

  • Apple Notes on the phone or Mac is now actually pretty good at recording and transcribing audio. This is my current go-to.
  • Notion is superpopular and if you pay for it, it will AI the heck outta any text your throw at it.
  • I have used Fathom and thought it was cool but didn’t want to pay for it.
  • I just ran into Krisp.ai.
  • I’ve started using MacWhisper a bit for all transcription, and it’s quite slick.

This page is a nice rundown from a trusted source of the current cloud-based offerings.

The benefit to using a cloud-based doohickey is that they’ll have a plug-in running on your Mac or in your Zoom or Teams account, ready to capture any meeting and do all the work for you.

Notes and MacWhisper, on the other hand, will do the trick, though one has to be up for a little manual work: <nerdery>getting or extracting the audio and feeding it into those apps manually. Major upside is they’re running on your Mac, so free and kept entirely local. I am considering recording calls on my iPhone (which is now a thing) and/or using Audio Hijack on the Mac to route audio from multiple apps into a single recorder, and then having Hazel and/or Shortcuts automate from there.</nerdery>

An option well worth mentioning is to build your own custom automation with an excellent tool like Zapier. These have become the new backbone of business operations. I’ve transitioned the main of my work to building them for other folks. In this case, for example, we might have an automation run like:

New Teams recording triggers:

  1. Get the audio
  2. Send to GPT Whisper for transcription
  3. Send to GPT or Claude for summarization, and also separately to list the individual action items and determine/guess the assignees from context
  4. Turn each of those action items into tasks in Asana, with assignments

That kind of build might take an hour or two, plus $240/year for Zapier — which could then do alllllll kinds of other things for you.