On Demand Webinars
Revolutionise your meetings with our monday.com add-on: Meeting Assistant
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Say goodbye to the hassle of transcribing meetings and manually tracking action points with our monday.com add-on: Meeting Assistant. Join our Project Team Lead Viggo in this webinar to discover how this tool can transform your online meetings. Compatible with Google Meet, Microsoft Teams, Zoom, and more, the Meeting Assistant transcribes your meetings in real-time, provides concise summaries and generates actionable follow-up tasks to ensure nothing is overlooked.
In this webinar, Viggo will discuss why we created the Meeting Assistant and how to integrate it into your monday.com workflow. Learn how this add-on can save you time on manual tasks, enhance transparency and accountability, and keep all meeting details centralized within monday.com. Viggo will also show a step-by-step demonstration of the Meeting Assistant, illustrating its setup and functionality.
Don't miss this opportunity to make your meetings more productive. Register now to secure your spot!
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Thank you everyone for joining me. First, today I'm going to talk a little bit how this addon works. You already have a bit of introduction on the text, but I might as well iterate a bit on that on how it works. Then I will talk about why we even created this addon and why we use it ourselves as well. Bit of benefits that I as a team lead and project manager, how I benefit from it. so we can get started now directly. Perfect. First of all, in front of us here on the screen, we have a summary of a meeting. You can see that we have a short summary on top. We have some key takeaways. We have some things to do. And then chat GPT has added some extra text on the bottom that I don't really care about. It's those sections that are the most important. And this was just handed to me, so I didn't even need to take any notes during the meeting. So this is enough for me to remember the main points of the call and what I need to do next and ahead of the next call. And that is the main value of this. So basically what we noticed that Omnitas or a colleague of mine noticed is that, it's a bit of admin to keep up with your notes while you're. having a meeting. And also, you want to stay focused on speaking to the person and not be having the split vision where you need to take pause in the discussion to take proper notes, and then you need to, maybe take notes at the same time as you're speaking and you're not focusing on one or the other, and both of them don't go over that really well. And we thought that, okay, but how do we solve it? We already have Google Meet as a meeting tool, which can record calls. And we have the meeting recordings. They end up in a folder on our Google. Perfect. The only problem is that nobody can go through a one hour meeting and take note of action points afterwards either that takes a bit of time. So that's why we thought that. Okay, we can extract it, automatically, somehow. And put it in the right note taking place so that not just the person who had a meeting, but everyone in the organization can stay up to date what's happening on the client. And that's how this meeting assistants how the idea at least of the meeting assistant came to be. And then we used chat GPT and a bit of Make skills to make it happen. so all I need to do nowadays is that I make sure to press the record button and then this text, for me, I have it for it things daily. It looks like the yesterday's meeting and, all the meetings I had yesterday, it looks at each night and it puts a summary of each of them. And it outputs this text here in the other transcription item where I have put it now for demo purposes, or which is a really nice thing, is that most of the time we can actually find who did we speak with by looking at our calendar. And that person has an email address. And that email address contains a domain. And that domain is tied to a company, you know, company registered in monday.com. And therefore we can put all meeting summaries right on the company info card. So it's transparent also for all my colleagues. so after the setup, it is a very easy thing. So we have to remember to press record and that's it and it works also with the zoom or with Microsoft Teams. I mean, any meeting tool that can record meetings it doesn't really matter. And then I have so this one is a scheduled scenario. It's run daily but I can run it once. There should be a similar summary appearing, in here after a few minutes. But the whole idea is that also, if I'm having a meeting with a person I haven't met before. Then I can even have a new contact created. And maybe even a company created in a company registry. And then I put the meeting on that company. So it kind of also automates a bit of my contact registry in Monday,com. For all you need to decide. If do I need to run this daily, which takes a few more operations? Or if If I run it hourly, which takes a few more operations. Or if I run it daily. and then I can put it in the update field as you see in front of you here. Or I can put it in a monday.com doc so I can have a full history or the client in one place. I could also, if I wanted to configure it so that there are action items for landing in my personal to do list in monday.com, but I thought that it was a bit overkill for how are you monday.com and meeting tools offline. So I skipped that part. And also I want to be able to, send. For example, if I were to do here set up standardized columns, then maybe I want to send that to one of my teammates instead of having it land automatically my professional to do so. That's why I skipped it. Good. So what I'm noticing as a main benefit is that I never miss an action point again. So you know how you have maybe five meetings in one day? You know, one of those days. A main benefit of this meeting, assistant is that you always get a list of what you need to do afterwards. So you will never miss out on actioning on the meeting. and that, of course, leads to a more professional relationship with the client. I notice that you don't miss an action points that you speak of. Maybe they have even forgot about it, but they notice that you remember it. And then we agreed on that. So it's quite a nice feature. Another thing is that we also see the action points that the client needs to do. So we can actually keep ownership of their tasks by asking them maybe after a few days. Hey, we talked about having this done in three days. Have you managed to fill it in or do you need some extra time? and we also maximizing productivity so we will not talk about the same thing in two different meetings because in between, both parties forgot whatever we were supposed to do in between. That never happens anymore. So quite a lot of great stuff about the, never making an action point again. Additionally, I'm always kept up to date nowaday from each client. So ahead of each call, I can quickly scroll through and kind of quick read a few important bits and pieces from previous meetings. Since I have the whole meeting history of my client fell in one space monday.com on the client company card. So I can read a summary of the last meeting before the. For the meeting I'm going to have. and also sometimes can get a list of prep item like the to do of a actions to do before the meeting. but I can also scroll through meeting way before you have to get some ideas. What if I bring up this again? Could maybe that, lead to something new and exciting? Another benefit is that we using ChatGPT. It has its ups and downs. But one upside, if that's you could customize your prompt however you want it. so if you're a bit of a prompt engineer, then you can, actually make sure to get something very specific. I'll do a meeting option. And for those that are maybe beginners of Chat GPT, you could set some limits on your summary saying, for example, give me a three sentence summary instead. If you feel like okay, the summary, usually a whole paragraph is a bit much for me to read anyway, so maybe I have one free from the fifth. How many action points? Maybe I just want the three most talked about action points and not all of them and so on. So it's possible to limit how much text there is. I mean, because to be honest, this is maybe a bit handful to read. If you are short on time, this is okay. If you have 2 or 3 minutes, read it. But if you only have like 20s to read, it's like during a meeting. Or maybe you wanted something even more condensed. So there is the possibility for quite some advanced prompts there. Additionally, and this is a big one, actually, if that's you save some time and become more focused in your meetings. So what I mean with that is that, I don't need to be that meticulous anymore with my notes. I mean, I used to have this whole system. Some people have that system where they have certain boxes where they fill in certain information. And then on the side there is a summary which you're feeling afterward, and then and so on. And others, they have a pre-set heading in a document, and then they fill in those headings and make sure to allocate time and so on, all of that structure. if kept in a meeting. But I don't need to do as much typing. And the thing is that when you're talking and typing at the same time, then you are not really, then you could listen and type at the same time. That works well, but it's difficult for you to process the information and actually come up with a response without sometimes having a bit of a break to gather your thoughts. You know the as you can say, in the middle of a meeting sometimes after taking a few notes. Or it could be that you maybe have an intense discussion and you are so caught up in it with a lot of emotions that it's hard for you to be writing at the same time. I mean, that happens, could be good emotions. Maybe you're super happy about something that you're saying, but after the meeting, I have forgotten about it because. Because you haven't wrote everything it down, right? Of course, there are workarounds. Such as? You could have 50 minute schedule of the meeting to take notes afterwards, but still, you risk forgetting something. So nevertheless, if you keep taking notes or whatever, this could be also a compliment. So my main point here is that you also get a summary automatically. and that way you can keep more focused on the discussion that you're actually having with a person. And you can trust that you will get a summary and the action list afterwards. and you don't have to kind of be afraid to lose information. that will also lead to more efficient meetings, because you will have the possibility to have more things said, on the agenda, because you don't have to wait for someone to catch up with note taking. If it's you or the counterpart, it doesn't matter. I mean, the point is that you will be able to just get that summary to also help out the counterparty with what you talked about last time. So I would say that those are the five most important things that and most interesting things about this are, at least from my perspective. and as I said in the beginning, this works with any meeting tool. So you don't have to feel like, uh, because you earlier maybe that I was looking at a Google Drive module in Make, but it doesn't have to be a Google meeting. It could be a Microsoft team meeting, or it could be a zoom meeting or anything. And as long as you have the recording and we can fetch it with API, then it's fine. So any meeting tool that you have good. Good. there are a few more things that are super nice about this. Which, if I mentioned earlier, that you can also create contacts in your contact registry. Another thing that happens is that, for example, in my Google Meet set up, usually all my meet recordings, they end up in a folder called my Recordings or something similar in my drive, which is a private drive, so it's not shared with the rest of, my organization, which is not ideal, because it's better to be transparent and having other participants also be able to see the meeting. So when my transcription here is done, the one that you see in front of you here on the screen What's the meeting assistant does is to find the correct folder in our Google Drive structure. So it's navigate to okay. It's a client folder. It is in this region for example Sweden. And then it finds the exact client folder and it goes in there and it's just puts the meeting where it should be so that everyone who is involved with that client can feed the recording afterwards. If, for example, there is some recorded screen sharing that everyone needs to see together. and like all other add ons, this is something that can be added on your current monday.com system or your CRM. In theory, it could be even be that these summaries appear as Google Docs or Word document. But I mean, we all know the downside of not having a contact relationship management system so your existing CRM will probably be needed and waiting to sort the data after a while. So, this is a simple add on to add on top of that. and it goes well also with whatever other add ons you might have. So I'm using it, and I'm super happy with. How it works. So. Okay. Do we have any questions on what I told you about? I see that there was a question about how to, Okay, which web meeting systems does it work with? And I think I answered it earlier, but, it could work with Google Meet, Microsoft Teams through zoom or any other web Meeting system that, it could also have recordings. So I know of, And don't forget that this is not only for your benefit. This is also for the benefit of your colleagues, and your manager. And since we're in the summer times, at least in the Northern hemisphere now, it's also for the benefit of everyone who will be filling in for you while you're on vacation. Or paid time off. So make sure to use a different kind of add on to be sure that anyone else in the organization could also read up on the client if they need to fill in for you, or. If you were sick. Or whatever. So the transparency is actually quite a big thing, more than you. Could actually know, maybe. From starters. Okay.I don't think that there is anything else that I wanted to bring up today. Not many questions today, which I take a find that people you people are eager to get started with using it, and I like that. So if you want to start that add on. Then contact us a at Omnitas Consulting. And we will make sure to help you out to adapt it to your CRM and to get started with having automatic action points and summaries in any client that you have and one client meeting that you have. All right. So thank you very much for today.