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Meeting Chatbot

How to use the meeting chatbot

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Written by James Caples
Updated this week

Kaizan's Meeting Assistant isn't just a notetaker, because it can do so much more than just generate meeting summaries.

With Kaizan's chatbots, you can write follow-ups, plan meeting agendas, ask a range of questions, and receive recommendations for strategic planning.

For insight on a specific call, navigate to the "Ask Kaizan" tab on the far right.

Now, you can ask the chatbot questions - just like you would other AI chatbots like OpenAI's ChatGPT or Anthropic's Claude, but Kaizan has ALL the context of the meeting's discussion.

You'll find two preset prompts ready to go:

  • Write a follow-up email

  • Write an agenda

From here, you can copy the response to your clipboard with the yellow "Copy" button in the top right, or share the response within the Kaizan app with the green "Share" button.

However like with any AI, the more context you provide in your prompt, the better recommendations you'll receive.

If you have a structure for follow-ups, you should create and save a templated prompt that you can reuse after each meeting to save even more time.

If you're looking for inspiration, team Kaizan has put a short collection of prompts together in our Prompt Book. It covers areas like:

  • Pre-meeting prep

  • Post-meeting follow ups

  • Weekly meeting prep

  • End of week analysis

  • Client overviews

There are also shorter prompts at the end of the document.

You can download it here! πŸ‘‡πŸ‘‡πŸ‘‡

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