How to Never Take Notes Again (and still get what you need)
How to Use AI Call Notes in M1: A Quick Guide
For busy professionals, staying organized is key to success. Yet, taking notes by hand often leads to missed details and incomplete follow-ups. Imagine a scenario where every call generates a summary that captures essential points and action items FOR you.
With M1’s AI call summaries, that’s exactly what you get. This AI call note taker is simple to set up and starts working right away, capturing key points, follow-ups, and action items with 95% accuracy, allowing you to focus entirely on the conversation. This simple 5-step guide will show you how to use M1’s AI call notes to simplify your work and keep organization effortless.
Step-by-Step Guide:
Step 1: Start with Your Call
Simply make or receive a call using the M1 app. The call note taker activates automatically, capturing every important detail in real-time, so you can stay focused on the conversation. With M1 handling detailed note-taking for you, now you can chat stress-free with confidence. No more scrambling to remember key information!
Step 2: Automatic Transcript & Summary Generation
As soon as the call ends, M1’s AI gets to work, instantly creating an organized, detailed summary that includes key discussion points, decisions and action items. This background process saves you from the hassle of manual note-taking, delivering an instant recap without lifting a finger. Just think of all the extra time saved! Staying on top of follow-ups is as easy as making the call. M1 ensures you never miss critical info again. It makes follow-ups easy and reliable, whether it's a client update, a team meeting, or a sales pitch. Rest assured that M1 keeps your call data secure and private. Now, you can chat stress-free and move forward with confidence.
Step 3: Access the Summary
After your call, you can access your summary by navigating to the Calls section. Here, you’ll find all of your past conversations. Click on the call you’d like to refer to. Each summary will highlight key points to help you catch all important details. M1 keeps your call summaries accessible and organized, giving you peace of mind with just a few taps. Now, you can prepare for future calls and meetings all in one place and on the go.
Step 4: Review
M1's AI call note taker sorts info into sections. Some of these include Key Insights, Follow-ups/Action Items, and Events for any upcoming calls or meetings. These sections help you quickly locate critical details. For added convenience, you can add important dates and follow-ups directly to your calendar with a single tap. This saves you time, making it easy to stay on top of tasks without missing a beat.
Step 5: Share & Use
Easily share your call summary with team members or clients by sending it to them directly through email, a copy-and-paste link, or connecting it to your other favorite tools like Zapier or Notion. This makes it easy to work together on follow-ups and keeps everyone on the same page without any of the extra steps you need with manual notes.
With M1’s AI call note-taking, staying organized has never been easier. Now, you can be fully present in each conversation, knowing that every critical detail is captured for you. Say goodbye to juggling notebooks and stressing over follow-ups—M1 handles it all, freeing up your time to focus on what truly drives your business forward. With call summaries and action items at your fingertips, staying on top of tasks and managing relationships becomes a breeze. It’s time to accomplish more and worry less.
Ready to get started? Download the M1 app in your app store today.
