Using AI Note-Takers During Association Management Meetings

Dec 13, 2024

Between board meetings, discussions with residents, or collaborations with your team, maintaining detailed meeting notes is imperative to managing tasks and ensuring smooth operations in your community. AI-powered note-taking tools empower modern managers so they can be present and lead meetings and rest assured all ideas, action items and next steps are documented. Why work hard when you can work smart? It’s time to streamline the process of capturing meeting minutes and conversations to enhance productivity. In this post, we share some tips and best practices for using AI tools during association management meetings.

AI Tools & Apps:

AI note-takers can be used in both virtual and in-person meetings, helping to improve efficiency and facilitate clear communication. Some tools and apps CLI members are using include:

Tips for Using AI Note-Takers During Meetings

  • Establish a Company Policy: Face the facts – your younger team members are likely using these tools already. Make sure to come up with a standard policy for your company.
  • Consult Your Attorney: Make sure you involve your local attorney in company usage guidelines, as different states have different requirements for recordings and liability related to a lawsuit information request for recordings. 
  • Consider Company Requirements: If your company requires the board secretary to take notes, these tools may have less value for you than companies that take notes for their boards.
  • Manager: If implemented correctly, this can free up your manager to be more present in meetings and be a subject matter expert.

Adopting new and innovative technologies like AI note-takers can transform in-person and virtual meetings by ensuring important details are captured. This allows for managers to be more engaged in meetings and reduces misunderstandings, empowering boards to focus on discussions that propel successful outcomes for their community.