Workflows by role and team
How consultants, lawyers, recruiters, founders and small teams fit notes into their day.
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- Workflows by role and teamAI meeting notes for lawyers: what to check firstBefore a lawyer uses an AI notetaker on client meetings: confidentiality, privilege, professional guidance, consent and retention, as questions to answer.
- Workflows by role and teamAI notes for recruiters and hiring managersHow recruiters and hiring managers can use AI interview notes fairly: asking the candidate first, writing evidence against criteria, and deciding what to keep.
- Workflows by role and teamGetting meeting notes into Obsidian or NotionHow to move meeting notes and transcripts into an Obsidian vault or a Notion page, how to organise them, and how to keep the AI-generated labels.
- Workflows by role and teamKeeping your meeting notes on two MacsSync your meetings between a laptop and a desktop or onto a new Mac: what travels, what stays on the Mac that recorded it, and why the recovery key matters.
- Workflows by role and teamMeeting notes for founders: investors, customers and hiresFounders take investor pitches, customer calls and interviews in one week with no assistant. A simple system for notes that lets you find who said what later.
- Workflows by role and teamMeeting notes for product managersNotes that stay useful for product managers: research calls kept as evidence, stakeholder meetings reduced to decisions, and a log of why.
- Workflows by role and teamMeeting notes for sales engineers and technical discoveryNotes for sales engineers: capture requirements and objections in the customer's own words, separate what they need from what they asked for, and follow up.
- Workflows by role and teamRolling out a meeting notetaker to a small teamHow a small team can adopt an AI meeting notetaker: agree a recording policy, run a short security review, decide what clients are told, pilot before paying.
- Workflows by role and teamSharing meeting notes with your teamWhat to send your team after a meeting, where to put it, what to leave out (usually the audio), and how to share from a tool with no shared workspace.