← Playbooks

Meeting notes & action items

Notes people trust: decisions, owners, and dates kept separate from ideas.

The workflow

1. Tell attendees a note-taker is running.
2. Use a template with sections: Decided / Not decided / Action items (owner + date) / Open questions.
3. Leave the owner blank if nobody took it. Never let AI assign work.
4. Send the recap within an hour, and ask for corrections.

Tools we'd use

• Fathom: free tier; AI action items on paid plans
  Price: Free; Premium $16/mo annual ($20 monthly); Team $15/user annual ($19), 2-user min; Business $25 ($34) (source, checked 2026-10-16)
  Likely allowed at work? SSO/SCIM moved to quote-only Enterprise (Jul 2026) [TODO: Fathom Growth Partner program]
• Granola: notes without a meeting bot; $14 Business
  Price: Basic free; Business $14/user/mo (monthly only); Enterprise from $35/user/mo (source, checked 2026-10-16)
  Likely allowed at work? SSO, admin controls and org-wide training opt-out only on Enterprise [TODO: unknown]
• Fireflies.ai: strong integrations; AI features use credits
  Price: Free; Pro $10/seat/mo annual ($18 monthly); Business $19 ($29); Enterprise $39 annual (source, checked 2026-10-16)
  Likely allowed at work? Bot joins calls; check IT policy on recording bots Try Fireflies.ai →

'Likely allowed at work' is a general guide, not legal or IT advice. Check your company's AI policy first.