AI Notes
AI Notes for Event Planners
How to Summarize Event Debriefs
Event planners often manage multiple events simultaneously, making it crucial to have detailed debrief notes. Effective note-taking during an event debrief ensures that all successes and areas of improvement are captured. These structured notes aid in planning future events by learning from past experiences and ensuring continuous improvement. They also help in sharing insights with the team and stakeholders effectively.
But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.
Key points to include in meeting notes for event planners
- Meeting identification:Who were the participants in the event debrief and what roles do they play?
- Event overview:What was the main purpose or theme of the event being discussed?
- Success highlights:What aspects of the event were considered successful or went particularly well according to the participants?
- Challenges faced:What challenges or issues arose during the event that were highlighted in the debrief?
- Participant feedback:Was any feedback from attendees mentioned, and if so, what was it about?
- Improvement areas:What specific areas for improvement were identified during the meeting for future events?
- Budget review:Was there any discussion regarding budget adherence, overruns, or cost-saving measures related to the event?
- Vendor performance:How did external vendors perform during this event and was their service satisfactory according to those in attendance at this meeting?
- Next steps:Were there any immediate actions or follow-ups decided upon as a result of this debrief session ?
How to automate
But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.
Here's how:
- If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
- Navigate to Settings > Meeting Templates and tap the + button.
- Copy/paste one of our templates and/or customize your own. Tap Save.

- Start your first recording and choose your new template any time during the call.

- Enjoy customized notes emailed right to your mailbox!