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Use case: Internal meetings

Note-taking

Using Sapium for note-taking results in shorter prep and review, and consistency and best practices, for:

  • internal meetings
  • operations meetings
  • cross-functional meetings
  • design reviews

Analysis

Using Sapium for quick analysis pulls out insights like:

  • all decisions made, by importance
  • key outstanding actions by team member
  • top challenges felt by department

Example

1a. Highlight and tag notes during (or after) an internal meeting

Highlighting

Tagging

Spend 30min training the team to use only these 4 tags (for instance):

Tag/highlight Description
Highlight Important takeaway from the meeting
#followup An item for the team member to follow up on
#decision A decision made in the meeting
#pain An operational pain or need
#idea An idea that emerges in the meeting, for later prioritization

 

1b. Stream in meeting notes automatically from Google Docs

 

2. Share a quick summary of a single customer meeting

Executive summary

 

3. See all outstanding followups, for one or more sales team members

All followups

 

4. Summarize each #positive reaction or #idea or #pain from customers

Digests by key tags

 

5. Auto-detect key topics, and additionally filter down to #pain for instance

Positive feedback by month

Digest graph