AI Feels Like a Minefield
AI Evangelists
Promising the moon but lacking practical steps
IT Resistance
Teams urging caution or outright saying "no"
Starting Point Confusion
Uncertainty about where to begin implementation
Project Anxiety
Fear of wasting time on initiatives that go nowhere
Start Where You Already Are
Existing Process
Meetings already exist - no need to create new processes
Predictable Structure
Same format, repeated regularly
Content Friction
Prep work, documentation, follow-up
Universal Application
Everyone has meetings - sales, support, leadership
Your 20-Minute Roadmap
The Meeting Matrix
Identify which meetings in your organization offer the most potential for AI automation.
The Implementation Worksheet
Map exactly what to automate and how to do it—today.
Quick Implementation
Apply your findings immediately for instant time savings.
The Meeting Matrix
List your team's regular meetings, then score each row. Higher Priority Scores (Importance × Frequency) reveal which meetings to focus on first.
Common Meeting Types & AI Opportunities
Sales Calls
- Call notes, proposal outlines
- Personalized follow-up emails
- Prospect research, talk tracks
Client Onboarding
- Process documentation, training
- Welcome emails, milestone tracking
- Client-specific customization
Team Meetings
- Meeting minutes, action items
- Task assignments, progress tracking
- Agenda creation, status reports
Strategy Sessions
- Strategic frameworks, SWOT analysis
- Initiative summaries, roadmaps
- Market research, trend analysis
The Implementation Worksheet
Meeting Purpose
- Primary goal of meeting
- Participants involved
- Decisions or outcomes
Content Creation Opportunities
- Documents created during/after
- Time typically required
- Required format
Follow-up Opportunities
- Post-meeting communications
- Tasks or actions assigned
- Information sharing needs
Process Friction & Examples
- Bottlenecks and time sinks
- Past examples to reference
- Repetitive patterns
Turn Your Worksheet Into a Prompt
Record your answers
Use Voice Memo app instead of typing
Input transcripts
Add meeting and worksheet transcripts
Generate custom prompt
Use with any AI platform
Our AI Meeting Prompt Builder creates the perfect prompt for ChatGPT, Claude, Gemini, or any generative AI - saving you hours every week with seamless automation.
The AI Meeting Automation Flywheel
Time Saved
More bandwidth for high-value work
Consistency Improved
Better follow-through and documentation
Team Buy-in Increased
More enthusiasm for AI implementation
Results Generated
Clear ROI to support further AI investment
Ready to Scale Your AI Success?
1
Meeting Type
Scale for this specific meeting
2
Similar Meetings
Apply to future related meetings
3
Team Adoption
Create repeatable process for everyone
Take your QuickWin further with our AI Meeting Magic Masterclass. In this free workshop, you'll learn to create a scalable system your entire team can implement in less than an hour.