A note taker is useful only if it plugs into your system: CRM, tasks, and document storage.
Checklist
1) Data handling
Look for clear controls: retention, export, and access management.
2) Output quality
You want:
- Bullet-point summary
- Decisions
- Next steps with owners and dates
3) Integrations
The best workflow:
- Meeting ends
- Notes created
- Actions pushed to your task tool
- Key fields synced to your CRM
Tip
Start with one team and one meeting type, then scale.