AI TRAINING
AI Meeting Productivity for SME Teams
Leave with a working AI meeting stack that captures decisions and drives follow-through automatically.
What it covers
A hands-on half-day workshop covering AI-powered meeting transcription and summarisation tools (Fathom, Fireflies, Granola), disciplined action-item capture, and shared summary workflows. Participants configure their chosen tool live, draft attendee privacy notices, and set retention policies that comply with GDPR. The session is 60% practical exercises and 40% guided instruction, suitable for non-technical owner-operators and managers.
What you'll be able to do
- Select and configure one AI meeting assistant (Fathom, Fireflies, or Granola) during the session
- Produce a structured, shared meeting summary with clearly assigned action items within 5 minutes of a call ending
- Write a short attendee privacy notice that meets GDPR Article 13 disclosure requirements
- Define and document a data retention and deletion policy for recorded meetings
- Connect AI-generated summaries to at least one existing team workflow (Slack, Notion, or email)
Topics covered
- Tool comparison: Fathom vs Fireflies vs Granola — choosing the right fit
- Live configuration and integration with Google Meet / Zoom / Teams
- Structuring AI-generated summaries for shared team use
- Action-item discipline: assigning owners, deadlines, and follow-up loops
- Drafting a compliant attendee privacy notice under GDPR
- Setting data retention rules and deletion schedules
- Embedding AI meeting summaries into existing workflows (Slack, Notion, email)
Delivery
Delivered in-person or via interactive remote session (Zoom/Teams). Participants work in their own tool accounts throughout; no sandbox environment needed. Facilitator shares a pre-session checklist so accounts are created before the day. Materials include a one-page tool-comparison card, a GDPR privacy notice template, and a retention-policy worksheet. Hands-on exercises make up roughly 60% of the session time.
What makes it work
- Nominate one 'meeting champion' per team to enforce the summary-and-action-item template consistently
- Agree on a single summary format before the workshop so the AI output maps directly to it
- Send the attendee privacy notice as a standing calendar invite description, not a one-off email
- Review and act on AI-generated action items at the start of the next meeting to reinforce the habit
Common mistakes
- Deploying a transcription bot without informing external attendees, creating GDPR exposure
- Relying on raw AI transcripts instead of structured summaries, so action items are lost in noise
- Choosing the most feature-rich tool rather than the one that integrates with the team's existing stack
- Setting no retention limit, leaving sensitive recordings stored indefinitely in a third-party cloud
When NOT to take this
If the organisation has fewer than three recurring internal meetings per week, the overhead of configuring and maintaining an AI meeting assistant will likely exceed the productivity gain — a shared note-taking template is a better starting point.
Providers to consider
Sources
This training is part of a Data & AI catalog built for leaders serious about execution. Take the free diagnostic to see which trainings your team needs.