Meeting Summaries

Let AI help you generate concise and accurate meeting summaries.

Sources

Chorus

Slack

Grain

Gmail

Getting started

Creating effective meeting summaries is crucial for maintaining clear communication and ensuring that all team members are aligned on action items and decisions.

However, manually summarizing meetings can be time-consuming and prone to errors, leading to miscommunication and missed follow-ups.

In this playbook, we'll show you how to automate the process of generating accurate and comprehensive meeting summaries using Lancey's Merlin tool.

Step 1: What you'll need

You'll need access to Lancey's Merlin agent.
Connect to your meeting scheduling, note-taking, and transcription platforms within Lancey's integration tab.

Get access to Lancey

Step 2: Setting up filters

Once Merlin is set up, it can automatically generate insightful summaries from your meeting data. We'll leverage Merlin's ability to analyze, summarize, and distribute meeting notes for the next steps.

Effective meeting summaries have a clear structure and highlight key points. So let's go ahead and provide the criteria for the meetings we want to summarize.

For example, you might be interested in summarizing all product strategy meetings that discussed feature X and included action items for the development team.

Prompt

Summarize all product strategy meetings that discussed feature X and included action items for the development team.

Merlin will do the tedious work of analyzing your meeting transcripts, identifying the relevant discussions and action items, and generating a concise summary for you.

Step 3: Distributing and Utilizing Meeting Summaries

With Merlin generating insightful meeting summaries, the next step is to distribute and utilize these summaries effectively. Here are the actions you can take:

#1: Post on Team Collaboration Tools

Action: Post summaries on Slack, Microsoft Teams, or Confluence.
Example: "Merlin, post the meeting summary in the #product-updates channel."

#2: Update Project Management Tools

Action: Create tasks or cards in Asana, Trello, or Jira.
Example: "Merlin, add new cards to the Trello 'To Do' list with action items."

#3: Create Follow-Up Tasks

Action: Generate follow-up tasks and assign to team members.
Example: "Merlin, create follow-up tasks in Asana for the action items."

# 4: Build Dashboards

Action: Update dashboards in Power BI or Tableau with summary data.
Example: "Merlin, update the Power BI dashboard with key insights."

#5: Send In-App Notifications

Action: Push notifications to team members with key points and action items.
Example: "Merlin, send an in-app notification to the product team."

#6: Archive Summaries

Action: Archive summaries in a searchable database or document management system.
Example: "Merlin, archive the meeting summaries and enable keyword search."

#7: Email Distribution