AI for Meetings
Prepare for every meeting in minutes, get live help on the call, and walk out with minutes, owners and the follow-up already written.
Who it’s for: Anyone who runs client, sales, hiring or team meetings: owners, account managers, sales reps, recruiters and office managers.
Why this course
Meetings are where work gets decided, and where it gets lost. Most teams walk in without a brief, take patchy notes, then spend half an hour after the call writing a recap that goes out a day late. Action items sit in someone’s notebook, and the client hears nothing.
This course fixes the whole meeting, not one app. Before the call you research the client and plan the kickoff. During the call an AI assistant answers questions while you talk. After the call you turn the transcript into minutes, owners and a follow-up email, then let a workflow put the action items into a tracker on its own.
The payoff: a same-day follow-up after every meeting and nothing dropped between calls. Each module uses the tool that does that step best, in the order you would use them.
- Module 1 · Stepthrough · Beginner · ~2 min
Start Here: How Stepthrough Works
Welcome to Stepthrough: you learn AI by doing it, on practice copies of real app screens, free and with no risk to your real accounts. Your first practice takes under two minutes.
- Module 2 · Gemini · Beginner · ~6 min
Gemini Deep Research: a cited brief before a client meeting
Ask Gemini Deep Research to research a prospect's industry, read its plan before it starts, then check where the key numbers really came from.
- Module 3 · Jinxo · Intermediate · ~10 min
Jinxo: Plan a Client Kickoff with Claude in a Jinxo Group Chat
Every new client means a kickoff call, and someone on the team has to write the agenda and the prep list, usually from a blank page the night before. The team chat fills up with "who is doing the agenda?" while nobody starts.
- Module 4 · OLVA · Intermediate · ~9 min
OLVA: a private AI assistant on your client calls
Give OLVA your client notes, get private answers and fact checks during a Zoom call, then turn the meeting into minutes, a follow-up email and a PowerPoint deck.
- Module 5 · OLVA · Intermediate · ~8 min
OLVA: answer every question on a sales discovery call
Give OLVA your product playbook once. On a discovery call it answers product questions privately and tells you what you still need to ask, then drafts the follow-up email. Every screen is the real OLVA app.
- Module 6 · OLVA · Intermediate · ~8 min
OLVA: listen in interviews and debrief against the scorecard
Load the role's scorecard and the resume into OLVA. In the interview it suggests follow-up questions privately and tells you what you haven't covered, then helps you write up a handoff for the panel. Every screen is the real OLVA app.
- Module 7 · ChatGPT · Beginner · ~9 min
Summarize a Meeting Transcript
After every meeting, someone spends half an hour writing up what was decided. Or nobody does, and the tasks quietly get lost until someone asks "wait, who was doing that?"
- Module 8 · ChatGPT · Beginner · ~9 min
Turn a Board Meeting into Minutes and Next Steps
After a board meeting, someone has to write the minutes and chase the follow-ups, and at most nonprofits that someone is the executive director or a volunteer with a day job. If the recap is late, nobody remembers who promised the cooler quotes, and the next meeting starts by re-arguing what was decided.
- Module 9 · CoHear · Intermediate · ~8 min
CoHear: turn a team training session into notes, action items and a handout
Record a team training session on your iPhone with CoHear, check the AI notes and action items against the transcript, make a one-page handout and share it behind a password.
- Module 10 · Speak AI · Beginner · ~10 min
Speak AI: Turn Customer Interviews into Themes and Quotes
Small teams run customer interviews and sales calls, then nobody has time to listen to them again. The problems customers name never reach the people who could fix them.
- Module 11 · n8n · Intermediate · ~15 min
n8n: Turn Meeting Notes into Action Items in a Google Sheet
Build an n8n workflow that reads your meeting notes from a sheet, has AI pull out who agreed to do what by when, and adds one row per task to an Action Items sheet.
- Module 12 · n8n · Intermediate · ~14 min
Meeting to Action: Recap, Tracker Rows and a Kickoff Deck (ChatGPT, n8n, Gamma)
You just ran a kickoff meeting. You have a page of rough notes and three jobs: a recap with owners and dates, a tracker your team can tick off, and a short deck for the client.
Questions about this course
Is AI for Meetings free?
Yes. All 12 modules of AI for Meetings are free, and you can start module 1 without signing up.
How long does AI for Meetings take?
About 2 hours of hands-on practice across 12 modules, beginner to intermediate. Each module takes 2 to 15 minutes, so you can do one at a time.
Which tools will I practice in?
Gemini, Jinxo, OLVA, ChatGPT, CoHear, Speak AI and n8n. You practice in a copy of each tool's real screens that checks every step, so nothing touches your real accounts, and no coding is needed.
Who is AI for Meetings for?
Anyone who runs client, sales, hiring or team meetings: owners, account managers, sales reps, recruiters and office managers.
Where do I start?
Start with module 1, Start Here: How Stepthrough Works. The modules are in order, so each one builds on the last.