Meetings
Recording a client call
Before
An AI note-taker switched on at the start of a client call, without a word.
After
Said at the start of the call:
“We’d like to use an AI note-taker so we can share accurate notes afterward. The notes stay in our company workspace. Is everyone happy with that?”
Your part
Record only with agreement, and do what you said with the notes.
Why it works: Ten seconds of asking keeps the client’s trust and tells everyone where their words will go.