1┌─────────────────────────────────────────────┐
2│           MEETING AI FEATURES               │
3├─────────────────────────────────────────────┤
4│                                             │
5│ 🎙️ TRANSCRIPTION                           │
6│ ├── Real-time speech-to-text               │
7│ ├── Speaker identification                  │
8│ ├── Multi-language support                  │
9│ └── 95%+ accuracy                           │
10│                                             │
11│ 📝 SUMMARIZATION                            │
12│ ├── Meeting overview                        │
13│ ├── Key discussion points                   │
14│ ├── Decisions made                          │
15│ └── Questions raised                        │
16│                                             │
17│ ✅ ACTION ITEMS                             │
18│ ├── Auto-extract tasks                      │
19│ ├── Assign to participants                  │
20│ ├── Set deadlines                           │
21│ └── Track completion                        │
22│                                             │
23│ 🔍 SEARCH & INSIGHTS                        │
24│ ├── Search across all meetings              │
25│ ├── Topic analysis                          │
26│ ├── Talk time analytics                     │
27│ └── Sentiment analysis                      │
28│                                             │
29└─────────────────────────────────────────────┘

1Personal/Small team → Fathom (generous free tier)
2Sales teams → Fireflies (CRM integration)
3Enterprise → Otter.ai (compliance, security)
4Video highlights → Grain (clip sharing)
5Budget conscious → Fathom Free

1Key Features:
2├── Real-time transcription
3├── OtterPilot (auto-join meetings)
4├── Live summary during meeting
5├── Highlight & comment
6├── Export to docs
7└── Slack/Teams integration
8 
9Pricing:
10├── Basic: Free (300 min/month)
11├── Pro: $17/mo (1200 min/month)
12├── Business: $30/mo (6000 min/month)
13└── Enterprise: Custom
14 
15Supported Platforms:
16├── Zoom
17├── Google Meet
18├── Microsoft Teams
19└── Webex

11. Sign up at otter.ai
22. Connect calendar (Google/Outlook)
33. Enable OtterPilot:
4   Settings → OtterPilot → Enable
54. Configure auto-join rules:
6   ✅ Meetings I organize
7   ✅ Meetings I'm invited to
8   ⬜ Only if I accept invitation
95. Set up notifications
106. Test with a short meeting

1Key Features:
2├── AI-powered summaries
3├── Smart search across meetings
4├── Conversation intelligence
5├── CRM auto-sync (Salesforce, HubSpot)
6├── Custom topic tracking
7├── Team analytics
8└── API access
9 
10Pricing:
11├── Free: 800 min storage
12├── Pro: $18/mo (unlimited)
13├── Business: $29/mo (+ analytics)
14└── Enterprise: Custom
15 
16Unique Features:
17├── AskFred AI (chat with transcripts)
18├── Soundbites (shareable clips)
19├── Sentiment analysis
20└── Talk-to-listen ratio

11. Sign up fireflies.ai
22. Connect calendar
33. Connect CRM:
4   Integrations → Salesforce/HubSpot → Auth
54. Configure auto-logging:
6   ✅ Create activity on contact/deal
7   ✅ Attach transcript
8   ✅ Add summary to notes
95. Set up Topics to track:
10   - "Pricing mentioned"
11   - "Competitor mentioned"
12   - "Next steps discussed"
136. Configure team workspace

1Key Features:
2├── Instant highlights
3├── AI summary (very accurate)
4├── Action items extraction
5├── One-click sharing
6├── Sync to CRM
7└── No storage limits (free)
8 
9Pricing:
10├── Free: Unlimited recording & transcription!
11├── Standard: $24/mo (team features)
12├── Pro: $32/mo (advanced AI)
13└── Team: Custom
14 
15Why Fathom Free is Great:
16├── Unlimited Zoom recordings
17├── AI summaries
18├── Searchable transcripts
19├── No credit card required
20└── Made for individuals

11. Install Fathom app
22. Connect Zoom account
33. Fathom joins automatically when you start Zoom
44. During meeting: Click to highlight key moments
55. After meeting: Review AI summary
66. Share: One-click to Slack/email

1Preparation:
2├── Ensure AI bot is scheduled to join
3├── Share meeting link với team
4├── Review previous meeting notes (if follow-up)
5└── Prepare agenda (AI will reference)

1AI is Recording:
2├── Real-time transcription active
3├── Speaker identification working
4├── Highlight important points (manual)
5├── AI detecting action items
6└── No need to take notes!
7 
8Your Focus:
9├── Engage in discussion
10├── Make eye contact
11├── Ask questions
12└── Let AI handle documentation

1Within 5 minutes:
2├── AI generates summary
3├── Action items extracted
4├── Transcript available
5└── Ready to share
6 
7Your Tasks:
8├── Review summary (2 min)
9├── Confirm action items
10├── Assign owners
11├── Share với stakeholders
12└── Sync to project management

1# Meeting Summary
2## Project Alpha Weekly Sync
3📅 January 15, 2024 | ⏱️ 45 minutes | 👥 5 participants
4 
5### 📋 Overview
6Team discussed Q1 launch timeline, identified three 
7blockers, and agreed on mitigation strategies. 
8Marketing confirmed campaign assets ready for Feb 1.
9 
10### 🎯 Key Discussion Points
11 
12**1. Launch Timeline**
13- Original date: Feb 15
14- Proposed change: Feb 22 (due to integration delays)
15- Decision: Move to Feb 22, communicate to stakeholders
16 
17**2. Technical Blockers**
18- API integration pending (Dev team)
19- Performance testing incomplete
20- Mobile app approval delayed
21 
22**3. Marketing Readiness**
23- Campaign assets: 90% complete
24- Email sequences: Ready
25- Landing page: Needs review
26 
27### ✅ Action Items
28 
29| Task | Owner | Due Date |
30|------|-------|----------|
31| Complete API integration | @David | Jan 22 |
32| Finish performance testing | @Sarah | Jan 25 |
33| Review landing page | @Mike | Jan 18 |
34| Draft stakeholder email | @Lisa | Jan 16 |
35| Schedule follow-up sync | @Alex | Jan 17 |
36 
37### 💬 Notable Quotes
38 
39> "We need to prioritize the mobile app approval - 
40> it's our biggest risk right now." - Sarah
41 
42> "Marketing is ready to launch whenever engineering 
43> gives the green light." - Lisa
44 
45### 📈 Metrics Mentioned
46- Target users: 10,000 in first month
47- Budget remaining: $45,000
48- Team capacity: 85%
49 
50### 📅 Next Meeting
51January 22, 2024 at 2:00 PM
52Topic: Pre-launch final review

1Zapier/Make Workflow:
2 
3Trigger: New Fireflies transcript ready
4 
5Action 1: Extract action items via AI
6Action 2: For each action item:
7  - Create task in Asana
8  - Assign to mentioned person
9  - Set due date
10  - Link to meeting transcript
11Action 3: Post summary to Slack channel
12Action 4: Update project timeline if dates mentioned

1Fireflies → HubSpot Flow:
2 
3After each sales call:
41. Find/Create contact in HubSpot
52. Log call activity
63. Attach transcript
74. Update deal stage if mentioned
85. Add follow-up tasks
96. Update contact properties:
10   - Last contact date
11   - Topics discussed
12   - Next steps
13   - Sentiment score

1All Meetings → Notion Database
2 
3Structure:
4├── Meeting date
5├── Participants
6├── Meeting type (tag)
7├── Summary (AI-generated)
8├── Action items (linked)
9├── Transcript (collapsed)
10└── Related projects (relation)
11 
12Search: "What did we decide about pricing in Q4?"
13→ AI searches all transcripts
14→ Returns relevant excerpts với links

1✅ DO:
2- Announce recording at start
3- Get consent from participants
4- Pause for sensitive discussions
5- Share transcript với attendees
6- Review AI summary for accuracy
7 
8❌ DON'T:
9- Record without consent
10- Share externally without permission
11- Rely 100% on AI (review critical items)
12- Record personal/HR sensitive meetings
13- Forget compliance requirements

1For Better Transcription:
2├── Use good microphone
3├── Minimize background noise
4├── Speak clearly
5├── Avoid cross-talk
6├── Use names when addressing people
7└── Spell out unusual terms
8 
9For Better Action Items:
10├── Be explicit: "John will do X by Friday"
11├── Confirm: "So the action item is..."
12├── Summarize at end of meeting
13└── Review and edit AI output

1Consider:
2├── GDPR requirements (EU participants)
3├── Industry regulations (healthcare, finance)
4├── Company policies on recording
5├── Data retention policies
6├── Where data is stored
7 
8Recommendations:
9├── Inform all participants
10├── Offer opt-out option
11├── Use compliant tools
12├── Regular data cleanup
13└── Document consent process

1Meeting: Weekly Team Sync
2Duration: 60 minutes
3 
4Speaker Breakdown:
5├── Manager (Tom): 45% 🔴 (dominating)
6├── Developer (Sarah): 20% 
7├── Designer (Mike): 15%
8├── QA (Lisa): 12%
9└── PM (Alex): 8% 🟡 (quiet)
10 
11Insight: Manager talking too much. 
12Action: Use round-robin format next time.

1This Month's Sales Calls (50 calls):
2 
3Topic Frequency:
4├── Pricing: 45 mentions (90%)
5├── Competitor X: 23 mentions (46%)
6├── Integration: 34 mentions (68%)
7├── Timeline: 41 mentions (82%)
8└── Budget: 28 mentions (56%)
9 
10Objections:
11├── "Too expensive": 18 times
12├── "Need more features": 12 times
13├── "Already using X": 8 times
14 
15Insight: Price objection is main barrier.
16Action: Develop ROI calculator for sales.

11. Choose tool (Fathom recommended - free)
22. Create account
33. Connect Zoom/Meet calendar
44. Configure auto-join settings
55. Set notification preferences

11. Schedule test meeting với colleague
22. Let AI record and transcribe
33. Review:
4   - Transcription accuracy
5   - Summary quality
6   - Action item detection
74. Share summary via email

11. Choose integration:
2   - Slack (for summaries)
3   - Asana (for action items)
4   - Notion (for knowledge base)
52. Configure via Zapier/native integration
63. Test với a recorded meeting
74. Verify data flows correctly