Did you know that 60% of meetings end with unclear actions? This leads to forgotten tasks, lack of follow-up, and wasted time. However, artificial intelligence (AI) tools can change this.

What can you do today?

• Use AI assistants like Jamy.ai or Otter.ai to automatically identify tasks and assign them to the responsible parties.

• Integrate these tools with Slack, Trello, or your CRM to automate processes and avoid manual errors.

• Set up custom templates to capture key information based on the type of meeting.

Outcome: Less manual work, better follow-up, and more productivity. Keep reading to discover how these tools can transform the way you manage post-meeting tasks.

AI in Project Management: Everything You Need to Know

Selecting an AI Meeting Assistant

Choosing the right meeting assistant can make a difference in how tasks are managed after each meeting. With so many options available, it's key to focus on the features that truly meet your team's needs.

Key Features to Consider

To get the most out of an AI meeting assistant, pay attention to these main capabilities:

It's also important that the assistant is compatible with the most commonly used video conferencing platforms. For example, Fireflies.ai works with the most popular platforms.

With these features in mind, let's look at some of the best options available on the market.

Popular AI Assistant Options

Here are some standout solutions that fit different budgets and needs:

Jamy.ai offers an attractive combination of tools, including:

• Configurable templates and integration with platforms like Slack and CRMs.

• Automatic task identification.

• Flexible plans ranging from $0.05 per minute to $39 per user per month.

Otter.ai excels in its focus on productivity, with features such as:

• Automatic summaries with links to relevant notes.

• Automatic participant list creation.

• A free plan that includes 300 minutes of transcription per month.

An interesting fact: companies with more than 100 employees spend, on average, $420,000 per year on unproductive meetings. Using an AI meeting assistant can help reduce these costs by automating follow-up tasks and ensuring better tracking of established commitments.

Setting Up and Customizing Your AI Assistant

Setting up your AI assistant correctly from the start is key to managing post-meeting tasks efficiently. This reduces manual work and minimizes errors.

Connecting with Your Current Tools

Integrating the assistant with your existing tools ensures a smooth workflow.

To set it up, access the assistant's integration options, select the tools you use, authorize the connections, and conduct a test to verify that everything works correctly.

Creating Custom Templates for Meetings

Custom templates help capture information and assign tasks uniformly based on the type of meeting. For example:

• Project Tracking: Fields for project status, pending tasks, and upcoming milestones.

• Sales Calls: Record of key points, proposals, and follow-up reminders.

To set them up, identify the most common types of meetings, define the required fields, and add rules to automate processes. Also, adjust the assistant's vocabulary to the specific terms of your industry. Tools like Jamy.ai allow training the assistant to better recognize tasks and generate more accurate summaries.

Keep the templates simple yet focused on what truly enhances team productivity. Once set up, you'll be ready to optimize post-meeting workflows.

Improving Post-Meeting Workflows with AI

Using AI assistants can completely change how tasks are managed after a meeting. This helps increase productivity and ensures that no important details are overlooked.

Reviewing and Adjusting Tasks Identified by AI

It is crucial to review the tasks that AI detects to ensure they are correct. This includes analyzing notes and transcripts to avoid errors or omissions, confirming that each task is assigned to the right person, and adjusting deadlines if necessary. Once the tasks are validated, the next step is to assign them and ensure they are completed as planned.

Task Assignment and Tracking

Automatic task assignment works best when combined with human oversight. Tools like Jamy.ai assist in this process by sending real-time alerts, prioritizing tasks, and providing automatic tracking. This allows teams to focus on important decisions while AI takes care of simpler tasks. Additionally, integration with management tools ensures everything remains organized and easy to access.

Integration with Project Management Tools

Connecting AI to existing management platforms ensures an orderly workflow. AI can automate task creation and tracking in these tools, but it's important to keep integrations updated, verify that everything is synchronized properly, and adjust processes based on team feedback.

Letting AI handle repetitive tasks allows the team to focus on decisions and follow-ups that require a human touch.

Using Data to Improve Performance

The data analysis generated by AI tools can completely change how tasks are handled after a meeting. This data helps make processes more agile and ensures that tasks are assigned and completed efficiently. Teams that leverage this information can detect patterns, adjust processes, and continuously improve their work methods.

Analyzing Meeting Data

A detailed analysis of meeting data can reveal key points for improvement. Tools like Jamy.ai offer specific metrics that help teams track important aspects such as:

Detecting problematic patterns in time allows for adjustments that directly impact productivity and efficiency.

Adjusting AI with Team Feedback

The effectiveness of AI improves when it is tailored to the specific needs of the team. To achieve better results:

• Adjust the vocabulary and algorithms to identify tasks more accurately.

• Ensure a smooth integration with the tools and platforms that the team already uses.

Establishing a continuous feedback process between the team and AI is essential. Making regular adjustments based on real usage data ensures that the tool aligns better with the team’s specific dynamics.

By combining a data-driven approach with constant adjustments, teams can maximize the use of AI assistants to manage post-meeting tasks.

Conclusion: Improving Productivity with AI Task Management

Task management after meetings, assisted by AI, is changing how teams work. Data shows that this technology not only saves time but also increases accuracy and facilitates tracking of assigned responsibilities. This not only optimizes task management but also transforms the way teams collaborate and prioritize.

Key Points

AI assistants like Jamy.ai and Otter.ai have proven to be valuable tools for streamlining post-meeting management. They automate repetitive processes while ensuring accurate follow-up on tasks and commitments. By integrating smart automation and data analytics, teams can focus on more strategic activities.

"AI is not just an automation tool, but a catalyst for improving strategic decision-making. By automating routine tasks, teams can concentrate on higher-value activities."

How to Get Started with AI Solutions

If you're ready to implement an AI assistant in your team, here are the basic steps to get started:

• Choose the right tool: Look for a solution that fits your team's specific needs and can integrate with your current platforms.

• Customize and configure: Adjust the templates according to the type of meetings and define clear processes for use.

• Test with a small group: Launch a pilot program to assess its effectiveness and gather feedback.

• Adjust and expand: Improve the initial setup based on results and extend its use to the entire team.

Adopting AI for task management not only enhances productivity but also fosters more effective collaboration, ensuring that each meeting has a positive impact on team outcomes.

Frequently Asked Questions

Here we answer some common questions to help you integrate AI assistants into your team.

Can meeting minutes be automated?

Yes. Tools like Fellow allow for automatic generation of minutes through transcripts, AI-generated summaries, and task identification. Additionally, they integrate with calendars and project management platforms.

What should a good AI meeting assistant offer?

It should have features like real-time transcription, task detection, integration with management tools, adjustable templates, and data analytics that help improve productivity.

How can I ensure that tasks detected by AI are accurate?

It’s important to review the generated summaries, adjust the assignments if necessary, and validate deadlines to ensure that tasks are correct.

What are the most used tools for managing tasks after meetings?

Some of the most utilized are Fellow, Otter.ai, and Zoom AI Companion. These offer transcriptions, summaries, and options to follow up on tasks.

How do I start using these tools?

Choose a tool that fits your needs, configure it according to your requirements, train your team, and run a pilot test to measure its effectiveness.

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