FOR CONSULTANTS · WINDOWS AND MAC

Client calls written up, with no bot for the client to notice.

Clients run the meeting, in their tool, with their rules about bots. Vokalu takes notes on your own computer instead, so it works in any client’s Zoom, Teams or Google Meet, and you leave with decisions and owners instead of a page of fragments.

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WHAT YOU SAY

We agreed to pilot in two regions first, finance needs the cost model by the fifteenth, and Tom owns the data access request.

IN THE MEETING NOTES TEMPLATE

Next steps: - Pilot in two regions first. - Finance needs the cost model by the 15th. - Tom: data access request.

Illustrative example, not a recorded customer result.

Note templates for this work

Pick a template when you start Notes, for a live meeting or an uploaded recording. Meeting notes start with attendees and context, follow the topics as they came up, and end with next steps and owners.

MEETING NOTES

Attendees and context
Topics, in the order discussed
Next steps

THINK OUT LOUD

The main idea
Key points, grouped by theme
Questions to explore
Next steps

Dictation for the rest of the day

Recap emails the same afternoon

Dictate the recap into Outlook or Gmail, laid out as an email.

Proposals and status reports

Talk through the first draft in Word or Google Docs; Vokalu writes clean paragraphs.

Paying per meeting, not per seat

Notes cost 3¢ per minute of talking. Bill it to the engagement, or don’t think about it.

Questions worth asking

Will the client see a notetaker?

No. Nothing joins the meeting. You should still tell them you’re taking notes.

Can I use my own template?

Yes. Add your own templates in the app, or share them with your team in a company workspace.