WORKFLOW

AI Meeting Summary

Create clear, structured summaries of Zoom recordings using AI to keep teams aligned without rewatching entire calls.

Overview

Sona transforms lengthy meeting recordings into actionable insights by automatically transcribing, analyzing, and summarizing every Zoom call. This workflow eliminates the need for manual note-taking and ensures critical decisions, action items, and key themes are captured and distributed to relevant team members, dramatically improving meeting follow-through and organizational alignment.

How it works:

Step 1: Capture meeting recordings

Under Workflows, configure AI Meeting Summary. Connect your Zoom account to Sona so meeting recordings are automatically pulled into the system immediately after each call ends. The integration captures both audio and any shared screen content, ensuring comprehensive meeting documentation without manual intervention.

Step 2: Transcribe and analyze meeting content

Sona's AI engine processes each recording to generate accurate transcripts with speaker identification and timestamps, extract key themes and discussion topics, identify critical decisions and agreements made, highlight action items and task assignments, and detect follow-up commitments and deadlines. The analysis goes beyond basic transcription to understand meeting context and outcomes.

Step 3: Structure intelligent summaries

AI organizes the analyzed content into structured summaries featuring executive summary of main discussion points, highlighted key decisions and their rationale, clearly formatted action items with assigned owners, follow-up tasks with deadlines and dependencies, and next steps for project advancement. Summaries are formatted for easy scanning and reference.

Step 4: Distribute insights across platforms

Completed summaries are automatically delivered to your preferred platforms including Slack channels with @ mentions for action item owners, Notion workspaces with proper tagging and organization, CRM systems linked to relevant deals or accounts, and email distribution to meeting participants and stakeholders. This ensures alignment without requiring anyone to rewatch lengthy recordings.

What you'll get:

  • 90% reduction in meeting follow-up time

    AI-powered meeting notes tools dramatically cut the time spent on manual documentation and follow-ups. (Microsoft / Business Insider, 2024 – AI Copilot in Teams)
  • Higher action item completion rates

    Clear AI-generated assignments with deadlines improve accountability and execution. (Atlassian, 2023 – AI Meeting Notes Tools)
  • Improved team alignment

    Consistent summaries help teams stay aligned, even when not all members attend. (McKinsey, 2023 – The State of AI)
  • Enhanced knowledge retention

    Searchable summaries preserve institutional knowledge and accelerate onboarding. (Harvard Business Review, 2017 – Stop the Meeting Madness)

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