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AI Meeting Notes Setup

Set up useful meeting summaries and action lists for teams.

Monthly (CAD)
$150–$1,200
Startup cost
$50
Difficulty
Medium
Remote
Yes

Time: 3–10 hrs/week

Overview

Configure a team's approved transcription and summarization tools, then teach staff to verify decisions and owners before sharing notes. Charge for setup, templates and training rather than reselling unreviewed transcripts. Gross revenue varies with project size and client consent requirements.

Step-by-step action plan

  1. 1
    Ask about meeting policies

    Learn who attends, how recordings are handled and whether the organization already has a licensed meeting tool.

  2. 2
    Get consent first

    Set a clear notice and consent process for participants before recording or transcription; offer a no-recording alternative.

  3. 3
    Design a summary template

    Include decisions, assigned actions, due dates and unresolved questions. Avoid guessing when a speaker or decision is unclear.

  4. 4
    Run a test meeting

    Use a mock call to check transcription quality, bilingual terms, permissions and where notes are stored.

  5. 5
    Train the human reviewer

    Show the client how to correct names, confirm commitments and delete recordings under their retention policy.

Resources & tools

Microsoft Teams

Meeting and transcription features for organizations already using Microsoft 365.

Google Meet

Meeting features available on eligible Workspace plans.

Office of the Privacy Commissioner of Canada

Privacy principles for collecting and retaining personal information.

🍁 Canada-specific tips

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