You’re in the middle of a client call, and they’re sharing a challenge or walking you through their goals. You want to give them your full attention, but you’re also trying to jot down notes so nothing gets lost.

That’s where an AI notetaker can help. An AI notetaker is a tool that joins your online meetings and uses artificial intelligence to record, transcribe, and pull out key points and next steps.

AI meeting assistants are becoming more common as AI technology evolves. But not everyone is comfortable with them yet, and meeting etiquette is still catching up. Some clients welcome the convenience, while others may be more cautious.

Because trust and relationships are at the heart of your work, how you introduce new tools matters just as much as the tools themselves.

In this guide, we’ll share practical tips for bringing a notetaker into client meetings while keeping the experience comfortable for everyone.

Your notetaker is for your clients, too

An AI notetaker isn’t there just to take a task off your plate — it can help clients get more out of your meetings, too.

Adding a notetaker to your meetings means you don’t have to multitask, so your clients get 100% of your attention. Everyone is fully present and engaged for better conversations and stronger connections.

After the meeting, you get a recording and recap of what was discussed, what decisions were made, and what comes next. You can share meeting summaries and action items to keep everyone on the same page and stop details from falling through the cracks.