Latest / Business Brain – The Entrepreneurs’ Podcast / FridAI - AI Note Taking and Query Your Zoom

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FridAI - AI Note Taking and Query Your Zoom · Business Brain – The Entrepreneurs’ Podcast

• 0:00
  Dave Hamilton: Business Brain, episode 781 for Casual Friday, August 21st, Internet Self-Care Day, 2026.
• 0:10
  Shannon Jean: Internet self-care, that's interesting.
• 0:12
  Dave Hamilton: Well, you know, like making sure you're...
• 0:15
  Shannon Jean: Not doom-scrolling too much.
• 0:17
  Dave Hamilton: Oh, that could be... I took it on the other way.
• 0:21
  Dave Hamilton: Like, well, make sure your computer security is good. Yeah. But I think you're
• 0:26
  Dave Hamilton: probably spot on with this.
• 0:29
  Shannon Jean: Don't engage with trolls. Don't do scroll all night. I would think that.
• 0:33
  Dave Hamilton: No, I think you're right. I think. Yeah, yeah, yeah. It's yeah,
• 0:36
  Dave Hamilton: yeah, yeah. I like that. That's good.
• 0:38
  Shannon Jean: Easy, easy, easy to do that.
• 0:39
  Dave Hamilton: Greetings, folks. Welcome to Business Brain. We are the show that I don't think
• 0:44
  Dave Hamilton: I did this in the last episode. I don't care anymore.
• 0:48
  Dave Hamilton: But we are the show where we take some ideas, we crunch them,
• 0:51
  Dave Hamilton: we dissect them, we use them to tune our business brains each and every time we get together.
• 0:56
  Dave Hamilton: Our sponsors include KeeperSecurity.com slash brain, where you can go get 60%
• 1:04
  Dave Hamilton: off personal and family plans of this great password manager.
• 1:08
  Dave Hamilton: And also Somnipods, three sleep earbuds from Fitnexa, where you can go to go.fitnexa.com
• 1:15
  Dave Hamilton: slash brain and automatically get $10 off. So we'll talk more about those in
• 1:19
  Dave Hamilton: a little bit. For now, here in Durham, New Hampshire, I'm Dave Hamilton.
• 1:23
  Shannon Jean: And I'm Shannon Jean here in Northern California. Yeah. And yeah,
• 1:27
  Shannon Jean: I think we did miss it. It's tough when we start talking about the day and then
• 1:31
  Shannon Jean: you get going and the topic
• 1:33
  Dave Hamilton: Rolled right in. It was. Yeah. Yeah. Yeah.
• 1:36
  Shannon Jean: Yeah. That's okay. We don't have to do the same thing every time.
• 1:40
  Dave Hamilton: Um, I mean, in a sense, there are some things we have to do that we didn't.
• 1:43
  Dave Hamilton: And hopefully we don't get yelled at about it, but yeah, that's fine. Yeah. It's all good.
• 1:47
  Shannon Jean: Yeah. That's good.
• 1:50
  Dave Hamilton: Happy Friday to you, too, my friend. What have we got today?
• 1:54
  Shannon Jean: I want to talk about AI note-taking.
• 1:57
  Dave Hamilton: Okay.
• 1:57
  Shannon Jean: Because we've all been in those Zoom calls where it's like, boom,
• 2:01
  Shannon Jean: boom, boom. Here comes Fathom, and here comes Squirrel or whoever, and Firefly.
• 2:07
  Shannon Jean: Sometimes I go in those calls, and it's just me and all those AI note-takers.
• 2:10
  Dave Hamilton: I literally had a call the other day where it was me and Skylar.
• 2:15
  Dave Hamilton: She works for us at Backbeat. we were meeting with an agency rep and the reps note taker made it.
• 2:21
  Dave Hamilton: And 15 minutes later, we're like, well, I guess the, like our reps not going
• 2:26
  Dave Hamilton: to make it. Like, it's just going to, not going to work.
• 2:28
  Dave Hamilton: So yeah, we literally, we talked to the note taker. We were like, Hey.
• 2:32
  Shannon Jean: I had that too.
• 2:33
  Dave Hamilton: Yeah. Be careful in those moments that you don't wind up talking to your,
• 2:37
  Dave Hamilton: your teammates like randomly because you know, things are being recorded. Yes.
• 2:42
  Shannon Jean: Absolutely. Yeah. And I've come to the realization that it's,
• 2:49
  Shannon Jean: and I always mention it to people I'm talking, say, hey, I'm going to keep the
• 2:52
  Shannon Jean: transcript of this if that's okay.
• 2:54
  Shannon Jean: But on the localized transcription and AI agents, I'm liking those more right
• 3:03
  Shannon Jean: now. Things like Granola.
• 3:04
  Dave Hamilton: Yeah.
• 3:05
  Shannon Jean: And I'm using WhisperSync. I love, or WhisperFlow, sorry.
• 3:08
  Dave Hamilton: Okay, yeah.
• 3:09
  Shannon Jean: WhisperFlow is, I use it every single day. It's amazing. It's the most incredible
• 3:13
  Shannon Jean: text-to-speech app I've ever used.
• 3:16
  Dave Hamilton: Yep.
• 3:17
  Shannon Jean: Or speech-to-text, as I should say. And they've just rolled out note-taking.
• 3:25
  Shannon Jean: Yeah. And they're basically capturing your audio, right, from your localized
• 3:29
  Shannon Jean: machine. Just from your computer, sure. From your computer.
• 3:32
  Shannon Jean: And it's very... One thing I've really noticed, it's really good at the...
• 3:39
  Shannon Jean: The speaker recognition, knowing that, oh, it's Dave and Shannon,
• 3:43
  Shannon Jean: right? And then being able to pull that out. Yeah. And it's great.
• 3:47
  Shannon Jean: I love it. And if you're using Whisperflow, you definitely should check it out. I think you'll like it.
• 3:54
  Dave Hamilton: It does it...
• 3:57
  Dave Hamilton: It if like let's say there were there were three of us here so you and then me and then tim,
• 4:04
  Dave Hamilton: would it have any way of discerning that that there is a a third person a second
• 4:12
  Dave Hamilton: remote person that that like that it knows about.
• 4:16
  Shannon Jean: Yeah so what it does is it's doing a transcription sure right now like i have
• 4:21
  Shannon Jean: it doing it right now for the show i wanted to test it out yeah and then after
• 4:24
  Shannon Jean: when you're done it chews on it
• 4:28
  Shannon Jean: and it decides and says oh this is that person this is this person and you've
• 4:33
  Shannon Jean: identified so it's it's so far i've used it i think
• 4:38
  Shannon Jean: maybe three or four people in the call and it's identified each speaker okay
• 4:42
  Shannon Jean: great um and and i believe i have not done this yet you it
• 4:46
  Shannon Jean: you can go say oh this is dave yeah right go recognize that the whole time like
• 4:52
  Shannon Jean: some of the other ones but uh i like the localized part of it i don't normally
• 4:56
  Shannon Jean: need the video what i what i use and often
• 5:00
  Shannon Jean: you know benefit greatly from is having the transcript so i can you know parse
• 5:04
  Shannon Jean: through the data it's incredible
• 5:06
  Dave Hamilton: Dude that the transcript one of my favorite things to do we were just talking
• 5:10
  Dave Hamilton: on one of my calls i was on my business partner and we started,
• 5:14
  Dave Hamilton: talking about an idea that we had to enhance the website that we that we have right right and And,
• 5:22
  Dave Hamilton: I started taking notes and like that part, I think is valuable.
• 5:26
  Dave Hamilton: The things that highlight to me, like, all right, we're going to implement.
• 5:29
  Dave Hamilton: We were, we essentially started talking about a new software feature.
• 5:32
  Dave Hamilton: It happens to do with a website, but it really doesn't matter.
• 5:34
  Dave Hamilton: You know, it's just, we were talking about a software feature.
• 5:37
  Dave Hamilton: And so I took my own little notes knowing full well that.
• 5:41
  Dave Hamilton: I had a recording audio recording and not a recording a transcription being generated in real time,
• 5:49
  Dave Hamilton: that i at the end of it i took my notes,
• 5:53
  Dave Hamilton: and fed that into the llm and then i,
• 5:58
  Dave Hamilton: just to make life easier and to save on like token costs i went into the transcript
• 6:03
  Dave Hamilton: and cut out the parts that didn't have anything to do with this feature because
• 6:06
  Dave Hamilton: we talked for like an hour and a half and maybe only 20 minutes of it was this feature right so,
• 6:11
  Dave Hamilton: i could have given it all of it and said you know go and really that's all i
• 6:15
  Dave Hamilton: fed it at first i said we started talking about a new feature to do
• 6:20
  Dave Hamilton: x and i gave a like half a sentence description of it here are my notes from
• 6:25
  Dave Hamilton: the call here are the transcript from it which i uploaded as a file,
• 6:30
  Dave Hamilton: i said go through this and help me spec out you're making a lot of noise over
• 6:35
  Dave Hamilton: there so sorry i'm just telling you it's all no i needed to acknowledge it for
• 6:38
  Dave Hamilton: the people who are listening it's all fine sorry about that it's okay i got you and so um.
• 6:44
  Dave Hamilton: And and i said ask me questions the goal of this chat is going to be to create
• 6:48
  Dave Hamilton: a prompt to start a claude code session that will develop this feature and we
• 6:55
  Dave Hamilton: you know went it and it did it was like okay and give me a second and,
• 6:59
  Dave Hamilton: you know it came back and it was like hey all right uh i I think what you're developing is this.
• 7:03
  Dave Hamilton: I have these questions for you about it. And it was like, all right,
• 7:06
  Dave Hamilton: great. I'm ready to build the plan. Here's the plan. Here you go.
• 7:10
  Dave Hamilton: And like, that can be really valuable. It is really valuable.
• 7:14
  Shannon Jean: I totally agree. It is really valuable. Yeah. I agree.
• 7:17
  Shannon Jean: And I think that whenever I have calls with folks, I always end and I say,
• 7:23
  Shannon Jean: hey, I'm going to send you the transcript. Make sure you put it in whatever,
• 7:27
  Shannon Jean: you know, whatever AI you're using.
• 7:29
  Shannon Jean: And, you know, to pull out the valuable parts for you, the summary,
• 7:35
  Shannon Jean: the action items, all that kind of stuff. It's huge.
• 7:38
  Dave Hamilton: Now, Granola is, they were a sponsor for a little while. They aren't currently.
• 7:44
  Dave Hamilton: But one thing I really liked about Granola was the way that it would do the
• 7:48
  Dave Hamilton: transcript, but then also do a summary of the meeting at the end.
• 7:52
  Dave Hamilton: Does the Whisperflow note taker do the same thing? It does.
• 7:55
  Shannon Jean: Yes, it does. Okay, great. Yeah, gives you a summary, which I love.
• 7:58
  Shannon Jean: I think it's great. But I just think the localized version of those are just
• 8:06
  Shannon Jean: much, I think it's just a cleaner way to do it versus having this thing in your screen.
• 8:12
  Dave Hamilton: That logs in.
• 8:13
  Shannon Jean: Yeah, that logs into your calls.
• 8:16
  Dave Hamilton: Stay tuned for next week because I have another one to share.
• 8:22
  Dave Hamilton: Perfect. Yeah, but it does things a little differently and I have some more stuff.
• 8:27
  Dave Hamilton: Nice. Yeah, we'll either do it next week or we might do it in a minute here
• 8:32
  Dave Hamilton: because maybe that's a better time to do it.
• 8:35
  Dave Hamilton: I think it is, in fact. So we will do it today. In fact, I'm calling an audible. But...
• 8:41
  Dave Hamilton: Not quite yet, because the next thing that we want to do is tell you about our sponsors.
• 8:48
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• 8:56
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• 9:03
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• 9:56
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• 10:01
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• 10:12
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• 10:16
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• 10:18
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• 12:18
  Dave Hamilton: All right, so we were talking about your local AI note-taking agents.
• 12:24
  Shannon Jean: Yeah, and you were going to call an audible here.
• 12:26
  Dave Hamilton: I 100%. The new topic. Yeah, no, because I use Zoom.
• 12:30
  Dave Hamilton: I have a subscription to Zoom that we pay for here at Backend. And we use it.
• 12:34
  Dave Hamilton: Okay, well, you have perhaps one of the best AI note-taking agents.
• 12:40
  Dave Hamilton: Yes. Baked right into Zoom.
• 12:43
  Shannon Jean: And I use that too. Yeah, because it's kind of in the background,
• 12:46
  Shannon Jean: right? It can be. It doesn't come up in a...
• 12:48
  Dave Hamilton: I highly recommend you go in and turn on, there's a setting to have it start
• 12:56
  Dave Hamilton: that note-taking and the transcription, which then turns into the note-taking for every meeting.
• 13:02
  Dave Hamilton: Because I've been in a call and realized at the end that I didn't turn it on.
• 13:06
  Dave Hamilton: Oh, yeah. Absolutely turn it on. Just set the default so that it's on for everything.
• 13:11
  Dave Hamilton: And then at the end of the meeting it'll crunch and in the app and then also
• 13:16
  Dave Hamilton: in your email uh if you have it set that way you'll get a uh,
• 13:21
  Dave Hamilton: summary of the meeting and like the others it gives you your action items and you know,
• 13:27
  Dave Hamilton: a gen essentially an agenda a two a two did list like you know of your agenda
• 13:32
  Dave Hamilton: what you talked about and and then also any action items that you have or that
• 13:37
  Dave Hamilton: other people have, which is great.
• 13:39
  Dave Hamilton: And I always file those emails away just in case something happens to my zoom
• 13:42
  Dave Hamilton: database. At least I still have all of that stuff and it's wonderful.
• 13:46
  Dave Hamilton: But the thing that's really cool is that you can go back and query your meeting notes and.
• 13:55
  Dave Hamilton: With an LLM, with a chat interface. And so like we were talking to a potential
• 14:00
  Dave Hamilton: show that, or a show, it's not a potential show. It's a very real show that
• 14:03
  Dave Hamilton: we are potentially bringing on here at Backbeat, right? You know,
• 14:06
  Dave Hamilton: it's the preliminary conversations. We don't have them on board yet.
• 14:10
  Dave Hamilton: And, uh, and I was like, gosh, I, I, I know we talked about this,
• 14:14
  Dave Hamilton: but I can't remember. And I can't find in my notes, how many downloads per episode
• 14:18
  Dave Hamilton: this show does. And so I was like, wait a minute.
• 14:21
  Dave Hamilton: And I go in and I did this in their web interface, but I'm sure you can do it
• 14:24
  Dave Hamilton: in the, you know in the app interface i said how many downloads per episode
• 14:28
  Dave Hamilton: does this show have according to what we discussed in the meeting and it went,
• 14:33
  Dave Hamilton: it's based on the meeting discussion here are download numbers four you know
• 14:36
  Dave Hamilton: and it's like here's what happens in the first week here's what happens that's
• 14:38
  Dave Hamilton: awesome and here's who that who said which thing and why in the context of it
• 14:43
  Dave Hamilton: and i was like great do we have male female or age demographic data and it was
• 14:47
  Dave Hamilton: says nope that was not discussed in the meeting the conversation covered this and this and this,
• 14:52
  Dave Hamilton: but not that and you know and then obviously left it at that but you know it's
• 14:57
  Dave Hamilton: that we always talk about how valuable people.
• 15:02
  Dave Hamilton: Ai can be when it has your context
• 15:06
  Dave Hamilton: and this is that right you know you are literally feeding it the converse it
• 15:11
  Dave Hamilton: already has you're not feeding it you're feeding it the conversation in real
• 15:15
  Dave Hamilton: time and it's keeping it and then you can go back and query it which after a 90 minute meeting,
• 15:21
  Dave Hamilton: you know it's big it's even just reading through the summary is is you know,
• 15:26
  Dave Hamilton: time consuming i don't want to say it's a waste of time but it's time consuming
• 15:29
  Dave Hamilton: way better if you remember talking about something just ask zoom and it'll tell you yeah yeah.
• 15:34
  Shannon Jean: So are you downloading the transcript and then putting it in whatever llm you're using
• 15:39
  Dave Hamilton: No that's what i'm saying zoom does this automatically you already have this
• 15:44
  Dave Hamilton: if you're using zoom this is already done if you've had it do
• 15:49
  Dave Hamilton: the transcript of a meeting it already has this for you you can go back and query it right now,
• 15:55
  Dave Hamilton: that's cool it is And that, I think, is,
• 15:59
  Dave Hamilton: one of the things that levels Zoom up above these others.
• 16:02
  Dave Hamilton: And, you know, the reality is this is where...
• 16:07
  Dave Hamilton: The whole local versus, you know, cloud model, LLM. Yeah.
• 16:13
  Dave Hamilton: And actually, I guess a local model could probably do some version of this because
• 16:18
  Dave Hamilton: you have the data locally.
• 16:19
  Dave Hamilton: But, you know, they will hit limits very, very quickly in terms of the amount
• 16:25
  Dave Hamilton: of context they can hold.
• 16:27
  Dave Hamilton: Yeah, makes sense. Because you don't have the hardware resources to do that
• 16:33
  Dave Hamilton: on your computer, right? For sure. Yeah, that's the...
• 16:36
  Shannon Jean: No, that's a great tip. I haven't done it. I've done it where I've grabbed the
• 16:41
  Shannon Jean: transcript and threw it in Claude or chat GPT and queried it,
• 16:44
  Shannon Jean: but I haven't used there. So I'm definitely going to do that.
• 16:46
  Dave Hamilton: It's just right there. And this was one of those things where it was like,
• 16:49
  Dave Hamilton: oh man, like I'm going to look like, you know, I'm going to have egg on my face
• 16:53
  Dave Hamilton: if I have to go back to these people and ask them a question that we already
• 16:57
  Dave Hamilton: discussed and I didn't take notes on.
• 17:00
  Dave Hamilton: And the reality is I don't want to take notes while I'm having meetings,
• 17:04
  Dave Hamilton: like unless there's something that we're discussing that I am driven to write down.
• 17:09
  Dave Hamilton: Like if it's like a natural thing, then I'll do it. Fine.
• 17:12
  Dave Hamilton: But I don't want to be obligated to take notes during a meeting. I want to know.
• 17:17
  Dave Hamilton: I want to be my best present self and have a conversation.
• 17:21
  Shannon Jean: And yeah, and I just I'm no good at paper.
• 17:24
  Dave Hamilton: So I never take notes on paper. No, no, no. Oh, Shannon.
• 17:28
  Dave Hamilton: No, no, no. this is like in in the notes app or sometimes yeah yeah but that's the problem is like,
• 17:33
  Dave Hamilton: i know on my computer i have a an email open with it's just a draft email from
• 17:39
  Dave Hamilton: notes from the meeting that i had just before we did this call,
• 17:42
  Dave Hamilton: and it's like i gotta remember to go and like put that somewhere but yes it
• 17:47
  Dave Hamilton: turns out i also have i was a zoom meeting and so i already have it it's like it's good yeah i.
• 17:52
  Shannon Jean: Wonder if i mean if you i'm not huge i mean i've used it but i i don't it's not my
• 17:58
  Shannon Jean: Not what I choose to use all the time or my first go-to when I think of connecting
• 18:03
  Shannon Jean: and meetings is Google Meet.
• 18:05
  Shannon Jean: Yeah. I'm curious. They must have a similar thing.
• 18:08
  Dave Hamilton: I think they do. I hate Google Meet.
• 18:10
  Shannon Jean: Yeah, I'm not a big fan of it either. If you're a Google Meet person,
• 18:14
  Shannon Jean: send us an email, feedback at businessbrain.show, and let us know if they have
• 18:19
  Shannon Jean: this feature like that so we can talk about it.
• 18:21
  Dave Hamilton: Yep.
• 18:21
  Shannon Jean: Love it. Be good.
• 18:22
  Dave Hamilton: Love it.
• 18:23
  Shannon Jean: Yeah.
• 18:23
  Dave Hamilton: All right. What is our big takeaway from this week's Friday AI, my friend?
• 18:30
  Shannon Jean: I think the big takeaway is to analyze your transcripts, note-taking,
• 18:38
  Shannon Jean: whatever it is. And, you know, that stuff is gold, right? It's your data.
• 18:44
  Shannon Jean: And I think it also leads us into a topic to talk about next week is what happens
• 18:50
  Shannon Jean: if you put your data into an LLM and then you get it back? and now it's watermarked.
• 18:54
  Shannon Jean: So I think it'd be an interesting discussion to have on next Friday. Yeah.
• 18:59
  Dave Hamilton: Okay, that's fine. I think this watermarking conversation is candidly a waste
• 19:05
  Dave Hamilton: of time and therefore we will have it one more time.
• 19:08
  Shannon Jean: Yeah, one more time.
• 19:09
  Dave Hamilton: That's a good idea. That's good. But yeah, create and analyze your meeting transcripts.
• 19:14
  Dave Hamilton: That's what I'm putting as the big takeaway. And then what we will do is that
• 19:17
  Dave Hamilton: gets crunched down and expanded into our business blueprints,
• 19:22
  Dave Hamilton: which is like a business plan based on that topic and how you can apply it to your business.
• 19:27
  Dave Hamilton: So make sure to visit businessbrain.show slash blueprints so that you can get
• 19:33
  Dave Hamilton: your copy of that and keep living the charmed life a little bit easily,
• 19:38
  Dave Hamilton: a little bit more easily each week. I'll see you next week.
• 19:41
  Shannon Jean: See ya.