How to use AI to turn meeting transcripts into tasks, content, training guides and more! [Prompts included!]

Most firms record meetings. The smart ones do something with them.

In this session, we’ll show you how to go beyond basic transcripts—using AI to extract decisions, surface insights, and automate next steps. From sales calls to client check-ins, internal standups to strategy sessions, your meetings are packed with data. This session will show you how to put it to work.

You’ll learn:

• How to automatically turn transcripts into summaries, tasks, and follow-ups
• What tools and workflows top firms are using to streamline post-meeting work
• How to keep your team aligned and accountable—without extra admin
• The AI prompts, structures, and systems behind effective meeting automation
• Where this tech fits into your practice, and how to roll it out with clients

If you’re still typing up notes and chasing people for actions—there’s a better way. This session shows you how to build it.