Advisely PartnerLet's talk file notes.
Advisely BoardGreat question Tamara.Morey we used to dislike file notes, however over the past month we've been training co-pilot to help us. We have been recording our client meetings either on teams, zoom or with a livescribe pen for around 15+ years, recently we made the decision to do all our on-line client meetings on teams and we upgraded our microsoft tenant to include co-pilot for around $550 per person per year. This then provides us with the ability to ask co-pilot (our paid version within our tenant) to summarise the meeting. Summarise the action items and to dos.
It is amazing how accurate it is, and how much time it saves us.
Our IT guy suggested it takes around 3-4 weeks for co-pilot within our tenant to learn how we talk/write and provide the feedback in our words. We are finding each one is getting better.
If we are out with a client, I set up a teams meeting, and join on my phone, it takes a little more editing as there is only 1 person (me) in the meeting and many voices, but again, saves a heap of time.
Of course, we advise our clients and ask their permission, they are very comfortable with it as they know our processes.
It's been a game changer for us and I imagine will only get better.
We have also used this method of recording the audio of the meeting, then having the audio transcribed in Microsoft Word, then adding that transcription to Co-pilot with either a prompt supplied by our licensee, or making our own prompts. It is extremely efficient, and does an amazing job, with even more detail included than we would include ourselves.
