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The Meeting Workflow That Makes Me 3X More Productive

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3 years ago

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Sunday night and I’m going through my client meeting recording from last week. Recording meetings has been the number 1 hack for me. I’m more focused in the meeting and can review the transcription later. Here’s my process 👇
Client books a meeting with me through @Tidy_Cal. Using @zapier, a “task” is automatically created in @clickup with all the meeting details attached.
When it’s time for the meeting, @MeetgeekA joins automatically. It records the screen, audio and transcribes it all. The transcription and insights take ~1 hour to arrive.
Once I have the transcription, I copy it into a ClickUp doc that’s attached to the meeting task. I do this so I can highlight and comment on important parts. These show up as checklist tasks assigned to me inside the meeting task itself.
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Will

@productive_will

📲 Notion and ClickUp ambassador. I help entrepreneurs increase their productivity and reduce stress.