18 personas. Pick the one the meeting needs.

Any meeting where you want silent capture, a bullet summary, and action items.

You walk out with

Meeting notes (summary + action items)

Meeting types

Team meetings, Client calls, Working sessions

Discovery and requirements workshops — problem, goals, and testable needs.

You walk out with

BRD-lite, User stories, RAID / action log

Session presets

Kickoff, Backlog grooming, Requirements workshop

A full elicitation session you want someone to run — problem, use cases, requirements, NFRs, risks, and recommendations.

You walk out with

BRD-lite, Use-case catalog, NFR register, User stories, Recommendations, Traceability matrix

Session presets

Kickoff, Requirements workshop, Discovery

Status, planning, and steering — milestones, owners, scope, and risks.

You walk out with

Project plan, Status report, RAID / action log

Session presets

Status checkpoint, Planning, Kickoff

Data model and pipeline reviews — entities, flows, and governance.

You walk out with

Data model & decisions, Integration notes, ADR log

Session presets

Architecture review

Metrics and insights reviews — KPIs, findings, and data quality.

You walk out with

Findings summary, Metrics & data quality log, Decision brief

Session presets

Metrics review

Roadmap and product discovery — outcomes, bets, and prioritization.

You walk out with

PRD-lite, Roadmap delta, Prioritized backlog notes

Session presets

Roadmap, Discovery

App and system design reviews — ADRs, NFRs, and component boundaries.

You walk out with

ADR pack, System context notes, RAID / action log

Session presets

Design review

Standups and retros — impediments, sprint goals, and team agreements.

You walk out with

Impediment log, Sprint health note, RAID / action log

Session presets

Standup, Retro

Research and usability sessions — goals, quotes, jobs-to-be-done, and findings.

You walk out with

Research readout, Insight log, Affinity notes

Session presets

Research session, Discovery

Test planning and defect triage — scenarios, coverage gaps, and environments.

You walk out with

Test plan, Defect log, Coverage matrix

Session presets

Test planning, Walkthrough

Control, audit, and risk reviews — findings, evidence, and obligations.

You walk out with

Risk register, Control gap log, Audit notes

Session presets

Compliance review

Discovery and qualification calls — pain, metrics, criteria, and next steps.

You walk out with

MEDDIC scorecard, Call follow-up, Next-step plan

Session presets

Discovery call, Qualification

Exec and steering sessions — decisions, owners, and strategic bets.

You walk out with

Exec brief, Decision log, RAID / action log

Session presets

Exec briefing, Steering

Meetings where you want accurate minutes without a facilitator in the room.

You walk out with

Formal minutes, Discussion notes, RAID / action log

Session presets

Staff meeting, Exec / board, Planning

Account reviews — health, feature asks, escalations, and churn risk.

You walk out with

Account note, Churn-risk log, RAID / action log

Session presets

Account review, Health check

Policy, ethics, and regulatory-change sessions — residual risk and board items.

You walk out with

Compliance brief, Policy log, Residual-risk register

Session presets

Policy review, Board / committee

AI governance and model-risk sessions — use cases, policy, and evaluation findings.

You walk out with

AI governance brief, Model-risk log, Use-case register

Session presets

AI governance, Model review