AI Meeting Notes and Action Items

AI automatically generates structured meeting summaries, extracts action items with owners and deadlines, and sends follow-up reminders. Just have the meeting — we handle the rest.

95%+
Action items captured
<5 min
Summary delivery
3 days
To go live

How It Works

Here's how we automate your meeting notes — most are running within a week.

1

Free Consultation

We connect to your meeting tools, understand your note format, and set up automated capture and distribution.

2

Solution Design

We configure note templates, action item formats, and distribution rules to match how your team already works.

3

Launch in 3 Days

Your meeting notes automation goes live — recording, summarising, and distributing from the first call.

What's Included

Everything you need to eliminate manual note-taking and ensure nothing slips through the cracks.

Structured Summaries

Key decisions, discussion points, action items, and next steps — formatted consistently for every meeting. Delivered to Slack or email within minutes.

Action Extraction

AI identifies who agreed to do what, by when. No more "who was supposed to handle that?" confusion. Each action item tagged with owner and deadline.

Follow-Up Reminders

Automated reminders for overdue action items via Slack or email. Tracks items carried over from previous meetings so nothing gets forgotten.

Searchable Archive

Every meeting summary searchable by topic, date, attendee, or keyword. Find that decision from three months ago in seconds.

Cross-Meeting Tracking

Surfaces action items carried over from previous meetings. Links related discussions across sessions. Never lose track of ongoing commitments.

Multiple Input Methods

Works with Microsoft Teams, Google Meet, and Zoom transcripts. Upload audio recordings or paste notes manually. Flexible for any meeting setup.

Example Use Cases

See how different businesses could use SmartNotes to eliminate meeting admin and track every commitment.

Legal

How a law firm could capture client meetings with auto-generated file notes

A mid-size law firm losing hours to manual note-taking after client meetings could use SmartNotes to process Teams transcripts from every client call, generate structured file notes with billable action items, and deliver them to the matter file within minutes. Fee earners could spend more time on billable work, not admin.

All meetings captured Hours saved weekly Improved file note compliance
Construction

How a construction company could document site meetings and safety briefings automatically

A construction firm running multiple active sites and struggling to document site meetings and safety briefings consistently could use SmartNotes to capture audio from site meetings, transcribe discussions, and generate structured reports with safety actions flagged for immediate follow-up.

Multi-site tracking Fewer missed safety actions Hours saved per site/week
Healthcare

How a medical practice could capture clinical team meetings with GDPR-compliant records

A multi-partner medical practice needing reliable documentation for weekly clinical team meetings and MDT reviews could use SmartNotes to generate structured meeting records with action items attributed to specific clinicians, maintaining a GDPR-compliant searchable archive for audit and governance purposes.

Weekly clinical meetings Complete MDT documentation Improved action completion
SaaS

How a SaaS startup could summarise prospect calls, pipeline reviews, and standups automatically

A fast-growing SaaS startup with dozens of meetings per month and losing track of prospect commitments and sprint decisions could use SmartNotes to capture every call and standup, extract follow-up actions, and send reminders to the right people — helping eliminate missed commitments and forgotten follow-ups.

All meetings captured Faster follow-up Fewer missed commitments

Works With Your Meeting Tools

Connects to the meeting and collaboration platforms you already use.

Microsoft Teams Google Meet Zoom Slack Microsoft 365 Google Workspace Email Audio Upload

Manual Note-Taking vs SmartNotes

See how AI meeting notes compare to traditional note-taking methods.

Metric Manual Process With SmartNotes
Time spent per meeting 15-30 min notes after Zero — fully automatic
Action item capture 40-60% captured 95%+ captured
Follow-up tracking Manual spreadsheets Automated reminders
Notes distribution Hours after meeting Within 5 minutes
Consistency Varies by note-taker Standardised format

Explore More Shadow Ops Automations

SmartNotes is part of our Shadow Ops automation tier. After our free AI audit, we often identify custom back-office automations unique to your business — from email intelligence to report dashboards — that deliver even bigger results.

See how SmartNotes fits alongside other automations in our three-step process.

Discuss Your Requirements →

Transparent Pricing

Fixed monthly fee based on your meeting volume. No hidden costs.

Starting from £99/mo

Includes up to 40 hours of meetings per month. Additional hours at a small per-hour rate. Cancel anytime with 30 days' notice. First month includes unlimited refinements.

Get Your Custom Quote →

Frequently Asked Questions

Does SmartNotes record our meetings?

No. SmartNotes uses the native transcription from Teams or Google Meet (you enable it in your meeting settings). Or you can upload audio recordings after the meeting if you prefer.

How accurate are the action item extractions?

Very accurate for clearly stated commitments ("John will send the proposal by Friday"). Less clear commitments are still captured but flagged for review. Improves as the AI learns your team's language.

Can I edit the AI-generated summaries?

Yes. Summaries are posted to Slack or emailed in editable format. You can refine before sharing with attendees or use as-is if quality meets your standards.

What happens to sensitive or confidential meetings?

You control which meetings are processed. SmartNotes can be configured to only process meetings you explicitly tag, or exclude specific attendees/topics. All data is encrypted and GDPR-compliant.

How long does deployment take?

2-3 working days. We connect to Teams or Google Meet, configure your summary format preferences, set up Slack/email delivery, and test on a few sample meetings before go-live.

Can SmartNotes handle accents and industry jargon?

Yes. The transcription quality depends on your meeting platform (Teams and Meet are both excellent with UK accents). SmartNotes AI is trained to understand business and industry-specific terminology.

Can I customise the summary format?

Yes. You define your preferred summary structure (executive summary, key decisions, action items, etc.). We configure the AI to match your meeting documentation standards.

What happens if meeting volume increases?

The system scales automatically. Plans are tiered by monthly meeting hours. If you exceed your tier, additional meetings are charged at a small per-hour rate. No service interruption or manual upgrades needed.

What happens during the first month?

The first month includes unlimited refinements to summary quality and action item extraction. We review outputs together, adjust the format and tone, and tune the AI based on your team's feedback and meeting patterns.

Can I pause or cancel the service?

Yes. No long-term contracts. Cancel anytime with 30 days' notice. You can also pause the service while retaining your configuration, summary templates, and historical meeting data.

TL;DR — SmartNotes

SmartNotes transcribes meetings, generates summaries, and extracts action items with owners and deadlines automatically. It sends follow-up reminders via Slack or email so nothing falls through the cracks — integrates with Microsoft Teams and Google Meet.

Live in <5 days From £99/mo Auto action item tracking

Ready to never take notes again?

Book a 30-minute discovery call. We'll assess your meeting volume and have SmartNotes summarising and tracking action items within a week. Or get a free instant analysis to identify all your automation opportunities.

Book Strategy Call →

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