Meetings Made Easy With Tana + AI

Ev Chapman
February 2, 2025

Meeting Notes Made Easy: How I Process Meetings in 30 Seconds with Tana + AI

As a knowledge worker, meetings are inevitable.

But here's the thing - how you deal with those meetings (your system for capturing, processing & actually using what happens in them) is either slowing you down or speeding you up.

I used to feel so distracted in meetings because I was desperately trying to capture every single thing in my notes. If I didn't write it down, I knew I'd forget it.

Then I'd spend ages after each meeting processing notes & making sure all the actions were captured.

And if I needed to revisit those notes weeks later? Good luck trying to decipher them 🤓

But that all changed when I built my 30-second meeting system in Tana. Here's how it works:

1. Voice Agendas: Prep By Speaking

The problem with traditional meeting prep is that it takes too long to type everything out so we end up skipping it altogether.

Instead, I just talk to Tana. I click the microphone button & speak my agenda items.

Tana's AI turns my spoken brain dump into a clean, formatted list. No typing required.

I've set up a simple AI command that processes my spoken brain dump into clear, actionable agenda items.

This means I actually prep for meetings now, because it's so effortless. And I show up feeling organised & clear about what needs to be discussed.

2. One-Click Meeting Notes

After the meeting (using Tana's meeting bot or any transcript), I click one button & AI processes everything.

It creates a clear summary of the main points & pulls out all action items.

Then it opens a publish preview so I can instantly share the notes with everyone.

My One Click Meeting Note Prompt

But it's more than just summarising. The AI is smart enough to:

  • Pull out & tag every action item
  • Add them automatically to my task list
  • Format everything in a way that's clear & scannable
  • Create a shareable link I can send to everyone

The whole process takes 30 seconds ⚡️No more spending ages after meetings trying to format & send notes. No more action items falling through the cracks.

3. Chat With Your Meeting Notes

Here's the game-changer: With Tana's new AI chat feature you can go further than just one click prompts and actually chat with your notes.

Need context for a task weeks later? Just open the chat & ask.

Chat with your meeting notes and ask them anything.

Want to check what was said about a specific topic? Just ask.

Want to find that one specific detail from a meeting three weeks ago? Just ask.

But it goes beyond just searching. You can:

  • Ask for summaries of specific discussion points
  • Check if certain topics were covered
  • Pull out action items for specific people
  • Get clarity on decisions that were made
  • Find the context behind any task

How to setup your AI Meeting Chatbot with the new Agents feature

No more scrolling through transcripts trying to find information. It's like having a meeting librarian at your fingertips.And because it's using AI, it understands context. You can ask follow-up questions & have actual conversations about what happened in your meetings.

This system has revolutionised how I handle meetings.

I can actually do more meetings each day because there's no post-meeting labour.

But more importantly, I have so much more headspace during & after meetings. They're not the energy drain they used to be.

During meetings, I can focus on being present & engaged in the conversation, because I know my system will capture everything.

After meetings, I don't have that nagging feeling of "I need to process those notes before I forget everything."

It's like having a personal meeting assistant who handles all the admin, letting you focus on what matters - the actual conversations & decisions.

If you haven't tried Tana yet you can sign up here.

Whenever You’re Ready To Turn Your Information Chaos Into A Powerful Personal Knowledge System — Here Are Three Ways I Can Help:

  1. Get some easy, quick Tana tips to take your workflows to the next level with my free Tana Toolbox Newsletter.
  2. Check out my Tana Fast Track Course if you want to jump all the way into building an AI Powered Personal Knowledge Platform that doesn’t just organise your work — but does work for you.
  3. Need some extra help or to setup something custom in Tana? Book a 1:1 Coaching Call& we can get it sorted.

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