Meeting transcription tools are hardly new. But automatically producing a set of notes after a call is only part of what they can do.

In this episode of Professional Services Tech Talks, Adam Maze and George White talk through how Garwood chose its meeting transcription platform, Fellow, and what they wanted from it beyond transcription accuracy.

They also look at what becomes possible once meeting content is connected to the rest of your technology. George shows how he can use a conversation captured in Fellow as context in Claude, while Adam explains how he sends actions from meetings straight into Microsoft To Do.

They get into:

  • What we looked for when choosing a meeting transcription platform
  • Why security, GDPR and data ownership were important parts of the decision
  • Bot versus botless recording and where each approach works
  • Why we chose Fellow from the platforms we assessed
  • How meeting transcripts can become context for Claude
  • Turning feedback from a meeting into a plan for the work that follows
  • Moving meeting actions into Microsoft To Do and the daily digest George is building

There’s also a brief detour into George’s autonomous stock-picking experiment, followed by Adam putting him on the spot with a problem from Daniel Kahneman’s Thinking, Fast and Slow. George handles the pressure rather well.

Next time

Adam and George get under the hood of Garwood’s Value Builder Diagnostic, looking at how we’ve turned our own IP into an interactive lead magnet and how other professional services firms could approach something similar.

Follow the series

We’ll be adding new episodes of Professional Services Tech Talks regularly, starting with AI and then moving into the wider technology questions that come with running and growing a professional services firm.

Follow the series to catch the next conversation.

And if there’s a technology problem you’re currently wrestling with in your firm, let Adam and George know. It might just make its way into a future episode.