
A structured workflow for using AI in meetings: agents pre-summarize agendas, join calls to transcribe and extract decisions, and pull relevant emails. But recording requires attendee consent under GDPR and California law, as the Otter AI lawsuit showed. Use the 3 A's framework (Ask, Assess, Analyze) for every AI interaction to stay in control.
Chapters
The more work I do on providing positive solutions in the age of AI, the more I realize that everyone in the AI stakeholder ecosystem has a role to play, which includes you. Since the majority of people interacting with AI are users, let's focus on you, the AI user. As the user or customer, you must not allow yourself to feel disempowered. You still have agency and autonomy, and you should apply this when you work with AI or when you use it for your personal use. So how can you do this? Work with an AI workflow. Understand what AI can do for your role or goal that you're trying to achieve. And in case you're wondering, an AI workflow is basically a structured end-to-end process where you use AI tools and products to automate tasks. So let's look at a simple workflow scenario for an administrative task you might be trying to achieve. Imagine you have loads of meetings and you need to prepare before each meeting and follow up afterwards. An AI assistant can help here. It could send you a summary of the agenda before each meeting, share a summary of the last call, summarize pending action items and any relevant emails exchanged between yourselves. The assistant will also join the call, record the meeting, and transcribe the notes while extracting key decisions and action items. This workflow is made up of different agents that work across email, calendar, and meetings. Most of you are already familiar with this anyway, and some of you are still quite wary of AI and probably haven't tried this out. There are several AI tools that can help you with this, from the existing Copilot and Cowork tools from Google, Microsoft, OpenAI, and Claude, to startups working across different LLMs like Lindy AI, which is what I use right now. There are also a few things you need to be aware of when working with AI agents in this sort of scenario. There are existing regulations such as the GDPR and the California Invasion of Privacy Act, CIPA, which require consent from meeting attendees if they're being recorded. So make sure you inform and get their consent before the meeting. Otter AI, a note-taking AI company in the US, is currently facing a lawsuit because of this. And remember to use a simple, effective AI framework, the 3 A's. Ask, assess, and analyze every time you use an AI tool.
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