AI can expedite report submission by automatically transforming rough notes into meeting minutes.

1．Issue: Spending too much time taking minutes

Inside sales representatives always have dozens of cases on the table, and they spend a lot of time on preliminary company research before meetings. However, the introduction of AI-based company research two months ago has significantly reduced the preparation time.

This led to an increase in meetings with numerous companies, but also created a greater workload for employees who had to reorganize their hastily written notes into reports for leadership.

2．Solution: Transform notes into minutes using AI

Process owners add further AI-powered automated steps to inside sales processes.

Before :

AI-driven company information and predicted issues are used by each staff member to conduct interviews with potential customers. Following the interview, the staff member formats the content and submits it to the leader for review.

After :

The AI will gather company information and predict potential issues. Using this data, each person in charge will interview prospective customers. Following the interview, the AI will automatically format the notes taken by the person in charge. The formatted notes will then be checked and revised by the person in charge before being submitted to the leader for final review.

Summary Example

The text will be corrected for format, punctuation, and conversion errors. In addition, colloquial expressions will be revised and the text will be rewritten for clarity.

3．Effects

1 Significant reduction in time required for creating minutes

• Staff can significantly reduce the time spent on creating meeting minutes by using AI to automatically analyze meeting notes and generate minutes. Then, they can dedicate more time to other projects. 

2 Improve the quality of meeting minutes

• Uniform format: AI creates minutes based on pre-defined formats, resulting in uniform, easy-to-read, and understandable minutes.
• Fewer typos: AI automatically corrects typos, such as punctuation and spelling errors, resulting in higher quality transcripts.

3 Streamlining human resource development

• This reduces the training costs for inexperienced personnel and also leads to more efficient human resource development.

4．Case Study

Internal meeting minutes summary, seminar participation report