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Hi, there!

Welcome to the 20th edition of Work in Beta.

In this edition, we break down what separates the people getting real results from AI from the ones who are just "using" it and give you a 3-step method to close that gap this week.

Additionally, if you've been wanting to start with AI but feel drowned in the noise - too many tools, no clear starting point - we have built free AI Starter Kits for exactly that. Short, practical micro courses delivered by email. Pick a tool, open it up, and start building from the very first lesson. No videos, no theory - just hands-on practical lessons.

So let's dive in!

IF YOU ONLY HAVE 2 MINUTES

THE ‘HOW TO’ PLAYBOOK
Your AI Meeting Notes Are Intelligence You're Not Using

You had six meetings this week. AI summarised every one. How many of those summaries have you opened since?

Google Meet generates summaries natively now. So does Teams with Copilot. So does Zoom's AI Companion. The capture problem is solved. Transcripts, action items, key takeaways - all produced automatically, every call, without lifting a finger.

But here's what actually happens to those notes: they get generated, emailed around once, saved to a folder, and never touched again. Unless there's a crisis or a dispute about what was said, the archive just sits there.

That growing folder isn't an archive. It's wasted intelligence.

The bottleneck used to be taking notes. That's infrastructure now. The new bottleneck: what do you do with all that captured conversation?

A Folder is Not a System

Most meeting note workflows end at the same place:

Record → summarize → extract action items → email recap → save.

That used to feel like magic. It's now table stakes.

The problem isn't the notes. The problem is that note generation gets treated as the endpoint when it should be the starting point. A folder of dated summaries doesn't help you notice:

  • Recurring blockers that keep resurfacing across projects

  • Patterns in where you add the most value

  • Commitments slipping through the cracks

  • How your role is actually shifting quarter over quarter

The notes contain all of this. Organized as a flat archive, sorted by date, one summary per meeting, none of it surfaces.

The market solved note generation. Note reuse is wide open.

Three Work Intelligence Views

Here's the reframe: meeting notes are raw material. Views are the product.

Same data, reorganized through different lenses, creates completely different value. Three views turn a dead archive into working intelligence.

View 1: The Execution View

Use AI to synthesise across your meetings weekly:

  • Biggest decisions made this week

  • Open loops still unresolved

  • Commitments you made

  • Commitments others made to you

  • Issues that are escalating

  • What deserves your focus next week

This makes the notes operational. Not "what happened in the meeting" - "what should I do about it."

We see this consistently in client work: the people who run a weekly meeting synthesis stop losing context over the weekend. They walk into Monday already knowing what needs attention - because they asked the right question of their own notes on Friday.

Quick check: Can you name the 3 biggest open loops across this week's meetings without checking your notes? If not, you need an Execution View.

View 2: The Growth View

Ask AI to scan a month of your conversations and surface:

  • Where you're repeatedly getting stuck

  • The kinds of problems you contribute most to

  • Themes you're becoming known for

  • Where you're playing reactively vs. proactively

This isn't journaling. This is work pattern detection - using your own conversation history to see what memory alone can't show you.

There's research behind this. HBS research found that structured reflection improved performance by roughly 20% across multiple experiments. The key finding: reflection works better when it has good input. A month of meeting transcripts is far richer input than whatever you can reconstruct from memory at review time.

Quick check: Could you describe how your role has shifted over the last quarter using your meeting history alone? If the answer is "I'd have to think about it," this view does the thinking for you.

View 3: The Evidence View

Use AI to build a monthly summary of:

  • What you drove

  • What you followed through on

  • What you helped unblock

  • Decisions you influenced

  • Initiatives you contributed to

Most people scramble for impact evidence at review time. This builds it automatically, month by month. The data already exists in your meetings - you just never organised it this way.

Quick check: If your manager asked for 5 examples of impact from the last quarter, how fast could you pull them together?

Why These Three

Each view solves a different problem. The Execution View makes your week sharper. The Growth View makes your development visible. The Evidence View makes your contributions undeniable. Together, they turn a passive archive into a personal work intelligence layer.

This is the same principle behind the Personal AI Operating System we covered in Edition 16: context architecture isn't about creating more material. It's about organising what you already generate into something that works for you.

The Mistakes We See People Make

  1. Treating the AI summary as the finished product. The summary is not the value. It's raw material for views you haven't built yet. Stopping at the recap is like printing a spreadsheet and filing it without ever sorting the data.

  2. Only using meeting notes for follow-up. Action items are the most obvious output - and the least interesting one. The bigger payoff is in pattern detection, growth tracking, and evidence building over time.

  3. Waiting for the perfect tool. If you have any AI tool that can access your meeting notes - Gemini in Google Workspace, Copilot in Teams, Claude with Granola or Drive access - you can start today. The workflow matters more than the tool.

Do This Week

Tomorrow: Open your meeting notes from the past 2 weeks. Ask your AI tool: "What are the 3 biggest unresolved questions across these meetings?" That's your first Execution View.

This week: After your most meeting-heavy day, ask AI to synthesize the day's meetings into decisions, open loops, and commitments. See what it catches that you missed.

Next week: Ask AI to scan the full month and tell you: "What patterns do you see in the problems I'm working on?" That's your first Growth View.

Final Thought

Meeting notes aren't becoming less useful. They are becoming more useful than most people realise but only if you stop treating them as records and start treating them as raw material or underlying database.

The people getting the most from AI meeting notes aren't the ones with the best capture tool. They're the ones asking better questions of the archive.

WORK WITH US

Build With Us

Most professionals know AI can do more for them. The gap isn't awareness - it's knowing where to start, what to change, and how to make it stick.

That's what we work on through Work in Beta.

  • For individuals, we run working sessions - not teaching sessions, not agency engagements. You bring a real work problem and we figure out the AI solution together. You build, we guide. Think of it as borrowing our learning curve instead of building your own from scratch. You walk out with something working and the skills to keep going. When you get stuck, we're a message away.

  • For organisations, AI adoption is a people problem, not a technology problem. Your teams have the tools - what's missing is the translation layer between AI capability and daily work. Which processes to redesign, which habits to break, how to build genuine fluency - not just awareness. We help close that gap through hands-on training, process redesign, and deep adoption engagements. Not advisory, forward-deployed.

If any of this resonates, email us at [email protected] and we will figure out how to work together.

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