# Using AI in Meeting Notes

Learn how AI helps you quickly generate summaries, next steps, and structured notes from meeting transcripts — so every conversation becomes actionable and easy to follow.

June 1, 2026

## Table of contents

- [Where AI Is Used](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_1d4da42c80)
- [How AI Enhances Meeting Notes](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_16c87169b1)
- [1. Create structured summaries](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_406f3feac5)
- [2. Extract clear next steps](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_57a4c80468)
- [3. Rewrite and refine](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_405a28ff83)
- [4. Work section-by-section](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_f9e782d607)
- [Prompts and Prompt Templates](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_a84001e1f8)
- [Personal prompts](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_3e8f02b7b0)
- [Shared prompts](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_b9405faf9c)
- [Reviewing and Publishing AI Results](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_52e08b6451)
- [What Buyers See](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_d4cf65a5db)
- [Best Practices](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_7f6521d60b)
- [Summary](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes#h_cba031c474)

AI helps you convert long, unstructured meeting transcripts into organized, professional notes inside your Deal Room. You can use AI to create or refine:

- Meeting summaries
- Next steps or action items
- Key points or decisions
- Clarifications and structured rewrites of messy notes

AI works on entire meetings or on specific sections, giving you full control over the output.

---

## Where AI Is Used

In every meeting, whether draft or shared, you can use AI to:

- Generate content from an imported transcript
- Rewrite or clarify existing notes
- Expand or shorten summaries
- Create structured next steps
- Standardize tone and formatting

AI never publishes changes automatically. All suggestions must be reviewed and approved before they are saved.

---

## How AI Enhances Meeting Notes

### 1. Create structured summaries

If you import a transcript or add raw notes, AI can generate a clear, concise summary. This helps internal teams and buyers revisit key points without reading the full conversation.

### 2. Extract clear next steps

AI identifies action items, owners, and follow-ups mentioned in the meeting. This ensures responsibilities are captured and both sides stay aligned.

### 3. Rewrite and refine

If your notes are rough, incomplete, or written in shorthand, AI can:

- Improve clarity
- Remove filler
- Standardize tone
- Add structure (bullets, headings, sections)

### 4. Work section-by-section

You can apply AI to only the parts you want to modify:

- Only rewrite the Summary
- Only regenerate Next Steps
- Only clean up a specific paragraph

This keeps the rest of your meeting notes unchanged.

---

## Prompts and Prompt Templates

AI relies on prompts to understand what type of output you want.

### Personal prompts

Created by individual users for their own workflow.

Useful for preferred writing style or summary structure.

### Shared prompts

Created by admins and visible to everyone in the entity.

Ideal for standardized outputs such as:

- Discovery call summary
- Technical demo recap
- Action item format
- Qualification checklist

Go to Settings and Select AI Settings to create your Meetings prompts.

Shared prompts help teams produce consistent meeting documentation.

---

## Reviewing and Publishing AI Results

When you use AI, you will always:

1. See suggested changes in a modal
2. Review the differences
3. Accept or discard the output

AI never updates your notes automatically. You decide what gets saved and published.

---

## What Buyers See

Buyers only see **shared meetings**.

If you use AI to update a shared meeting, the changes become visible to buyers immediately after publishing.

Buyers cannot:

- Edit meeting notes
- Modify next steps
- Change summaries

They only see the version you approve.

---

## Best Practices

- Use transcripts whenever possible (AI produces more accurate output with more context)
- Use shared prompts for standardized meeting structures
- Review AI output before publishing
- Update next steps after every important meeting
- Use section-by-section editing when refining shared meetings

---

## Summary

AI in Meeting Notes helps you turn conversations into structured, actionable documentation with minimal effort. Whether you import a transcript or add notes manually, AI can summarize discussions, extract next steps, and refine content, while you remain fully in control of what gets published.