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Meeting Notes & Action Items
Transform meetings from time-wasters to action-drivers. This playbook helps your VA capture, summarize, and track meeting outcomes so nothing falls through the cracks.
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Tools Used:ChatGPTOtter.ai/FathomNotionAsana
Choose and configure meeting transcription tool (Otter.ai, Fathom, etc.)
Create standard meeting recording consent language
Set up automatic recording for recurring meetings
Test audio quality and troubleshoot common issues
Pro Tips
- •Have a backup note-taking method for when recording fails
- •Inform participants that meetings are recorded at the start
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