How to record, transcribe, summarize and share meetings, including the compliance basics.
Note-takers capture calls in one of three ways: a bot participant, the meeting platform’s API, or an uploaded recording. Each changes what lands in your CRM and who has to approve it.
Let the report own the agenda, keep one running document, and spend the last two minutes writing down what happens next. A simple time split for a 30-minute 1:1.
Action items get lost between the notes and the task tracker. Capture them in one format, move them within a day, and link the task back to the meeting.
Whether anyone can start a transcript in Teams is set by meeting policy in the Teams admin center. Here is what that setting covers and the questions to answer before you change it.
A recording of an identifiable person is personal data. Three GDPR provisions decide most of what you need to do: a lawful basis, information for the people on the call, and a retention limit.
Lead with decisions and owners, keep discussion to a few lines, and send it the same day. A structure that works whether a person or an AI tool writes the first draft.
Meet saves transcripts as Google Docs in the organizer’s Drive. That one fact decides who owns the file, who can share it and how your retention rules apply.
Bots from other companies join as guests. Lobby settings decide whether they walk straight in or wait for you to admit them.
Model Rule 1.6 asks lawyers to make reasonable efforts to prevent unauthorized disclosure of client information. Before an AI tool joins a client call, check where the audio goes and who can read it.
