AI Notes
AI Notes for Product Owners
How to Summarize Stakeholder Check-ins
Product Owners need to ensure that they are aligned with stakeholders' expectations and project goals. During stakeholder check-ins, it is crucial to capture detailed notes that highlight the key discussions and decisions made. Effective note-taking facilitates better communication between teams and helps in prioritizing tasks according to stakeholder feedback. Keeping structured records also aids in tracking progress over time.
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 product owners
- Meeting Participants:Who were the key stakeholders and team members involved in the meeting?
- Objectives:What were the main objectives or agenda items discussed during the meeting?
- Project Status:What is the current status of the project or initiative being reviewed?
- Feedback Received:What specific feedback did stakeholders provide regarding progress or deliverables?
- Challenges Discussed:Were any challenges, risks, or issues highlighted during the conversation? If so, what are they?
- Action Items Identified:What action items were agreed upon, and who is responsible for each task moving forward?
- Timeline Updates:Were there any updates to timelines, deadlines, or milestones shared in this meeting?
- Resource Needs:Did stakeholders mention any additional resources needed to support project success?
- Success Metrics Evaluation:How did stakeholders evaluate progress against previously established success metrics or KPIs?
- Next Steps Planned:What are the next steps planned as a result of this stakeholder check-in 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!