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Posts tagged: How To
58 articles on this topic.
Meeting notes
How Do You Write CRM Notes After a Sales Call?
The ten fields a CRM note after a sales call must hold, a good and a bad note of the same demo call, where each deal field comes from in the call notes, and a copyable CRM note template.
Recording
How to Record a Teams Meeting, and Where the Recording Goes
Who can record in Teams, the steps, where the file is saved for meetings, channels and calls, why it expires after 120 days by default, and how to keep it or record as a guest.
Recording
How to Record a Google Meet: Plans, Missing Record Button, Not the Host
Which Google Workspace editions record Meet, why the Record button is missing, who can record, where the file goes, and how to record on any plan.
Meeting notes
What Is Scope Creep, and How Much Do You Give Away on Client Calls?
Scope creep arrives on client calls, one small ask at a time. Three demo agency calls where seven free asks added up to 29 hours and $4,350, five phrases that keep the yes and add the price, and a copyable change request and recap email.
Meeting notes
How to Create Jira Tickets From a Microsoft Teams Meeting
Five ways from a Teams meeting to Jira work items, what each one reads, the plan it needs and where it stops, plus a Jira-ready CSV template and a prompt for the action items said aloud.
Meeting notes
Is a Verbal Agreement Legally Binding?
When a deal agreed on a call binds, the short list of deals that must be in writing, a phone call the High Court held to be a contract, and the same-day confirmation email that settles the terms.
Meeting notes
How to Document Retaliation at Work, and Prove It
The three parts of a retaliation claim and the record that shows each, five copyable CYA emails, a dated log, a demo check-in turned into an email, and the EEOC filing deadlines.
Meeting notes
ADHD at Work: How Do I Stop Forgetting What We Agreed in Meetings?
Why meetings are where ADHD loses tasks, what research says about writing it down, a 4-step system with a demo meeting, and copyable templates for an accommodation request and a 2-minute note.
Meeting notes
How to Write a Self-Evaluation for a Performance Review: 18 Before-and-After Examples
How to write a self-evaluation: one formula per result, what meets and exceeds mean on a rating scale, 18 before-and-after examples, a week-long method to find a year of wins, and a prompt that does not invent numbers.
Meeting notes
Should I Take a Voluntary Buyout? A Worksheet to Decide
A copyable worksheet that turns a buyout into months of spending covered, set against how long a job search takes, plus the release, health cover, tax, unemployment and what to ask HR.
Meeting notes
Can I Record My Boss? And Can My Boss Record Me?
A state-by-state map of recording consent, what a company rule can forbid, whether your boss can record you, the UK and Canada, and the open path: ask first, then send a same-day email.
Meeting notes
How to Ask for a Raise via Email: Quote What Your Manager Already Said
How to ask for a raise by email: open with the pay promise your manager already made, with its date. Three copyable emails, a demo 1:1 series and what a raise is worth in 2026.
Meeting notes
How to Get a Tech Job in 2026: Review Every Interview Until One Becomes an Offer
The 2026 tech job market in numbers, and a method: review every interview by its moments, move the facts you said too late to the first sentence, and drill one habit. Four demo interviews, one offer, copyable answer sheet.
Meeting notes
Follow-Up Email After a Sales Call: Write It From What the Buyer Said
What a follow-up after a sales call must contain, and what it must leave out. A demo discovery call, the five things it never verified, the email written from it, and five copyable templates by outcome.
Meeting notes
How to Prepare for a Job Interview: Rehearse, Record, Review
A six-day preparation plan, the STAR method with one weak and one strong answer to the same question, and how to record a mock interview and review it. What the research says about practice and nerves, with copyable checklist and answer sheet.
Meeting notes
What Is MEDDPICC, and How Do You Fill It From a Sales Call?
The eight MEDDPICC letters and what counts as evidence for each, a demo discovery call scored letter by letter with the buyer's words and minutes, the lines that sound positive and commit to nothing, and a copyable scorecard and prompt.
Recording
How to Record a Zoom Meeting: Computer, Cloud, Free Plan, Not the Host
Zoom's two recorders side by side: which plan and app each needs, who may press Record, where the file lands, what the free plan records, and what to do when you are not the host.
Meeting notes
Performance Improvement Plan: What to Write Down After Every Check-In
What a fair PIP contains, what the manager and the employee should write down after every check-in, and a demo plan where the bar moved in week 3. Copyable check-in log and emails.
Meeting notes
RAID Log: How to Catch Budget and Resource Risks Before the Report Turns Red
What a RAID log holds and why it goes stale. Three demo status meetings where a vendor price rise and a 140% load were said aloud while the report stayed green, the filled log, a RAG rule and a copyable template.
Transcription
Speech to Text API in Python: Transcribe a File with Speaker Names
A 76-line Python script with requests that uploads an audio file, transcribes it with speaker labels and names, and prints one line per speaker turn — with what it prints, what a file costs and the errors to expect.
Recording
SharePoint & Stream Video Transcript: How to Download It
Where the transcript of a SharePoint, OneDrive or Stream video lives, who can download the .vtt, and why it won't download for most Teams meeting attendees.
Recording
How to Record a Zoom or Teams Meeting When You're Not the Host (Windows)
Zoom computer recording needs the host's permission and Teams guests cannot record at all. What Zoom and Microsoft docs say, and the two routes that work on Windows and in Chrome.
Recording
How to Record a WhatsApp Call on a PC
WhatsApp calls run in the Windows desktop app and, since July 2026, in WhatsApp Web, but WhatsApp describes no call recording. Two ways to record the call on a computer, and what they do not cover.
Recording
How to Record a Zoom Meeting on a Chromebook (and Google Meet or Teams)
On a Chromebook, Zoom records only to the cloud and only on a paid plan. How to record Zoom, Google Meet and Teams in Chrome on ChromeOS, free plan included.
Recording
How to Record a Teams Meeting on Linux (and Zoom or Google Meet)
The Teams desktop app for Linux was retired in December 2022, so Teams runs in the browser. How to record Teams, Zoom and Google Meet on Linux, with or without recording rights.
Recording
Teams Now Sends AI Notetaker Bots to the Lobby: What Changed in 2026 and How Admins Can Block Them
Teams holds detected AI notetaker bots in the lobby by default since June 2026, and an admin option to block them reaches general availability in October 2026. The three Microsoft messages with dates, the admin setting, what users can do, and which Big Ten universities block notetaker bots.
Recording
Where Does Zoom Save Recordings? Paths, Files and Sizes
Where Zoom puts local and cloud recordings on Windows, macOS, Linux and phones, what each file in the meeting folder is, what to do with double_click_to_convert files, and how much space an hour takes by Zoom's own estimate.
Recording
Zoom Chat Transcript: Where Zoom Saves Meeting Chat and What the File Holds
Where Zoom saves the in-meeting chat on Windows and Mac, which messages the saved, auto-saved, cloud and Zoom Chat copies keep, what the undocumented chat file looks like line by line, and how to turn it into clean text or a CSV.
Meeting notes
How to Write Meeting Notes: A Practical Guide
The four things every set of meeting notes needs, a filled example, what to record versus skip, and how meeting notes differ from formal minutes.
Transcription
How to Transcribe a Voice Recording
Which built-in transcriber to use for a voice recording: Voice Memos on iPhone, Recorder on Pixel, Voice Recorder on Galaxy, Word for the web on Windows. Languages, speaker labels and limits from the vendors, and what distance does to accuracy.
Transcription
How to Transcribe Audio
How to transcribe an audio file: checking format and length, uploading to a transcription tool, and where format, length, and audio quality cause transcription to break.
Transcription
Interview Transcription
Interview transcription needs speaker labels, not just accurate words. How to get an interview transcript with who-said-what intact, and how hiring interviews differ from journalistic ones.
Transcription
How to Get a YouTube Transcript (3 Ways, With and Without Timestamps)
YouTube shows a transcript for any video with captions, from a button in the video description. Here's how to find it, plus two ways to get a downloadable file with timestamps intact.
Recording
Riverside Transcript: Where It Is and How to Get One
Where to download a Riverside transcript, the TXT and SRT formats, which plans and roles can download it, and how to turn the SRT into plain text.
Transcription
Vimeo Transcript: How to Get the Full Text of a Vimeo Video
Vimeo has a transcript view, but it lives in the video's Languages settings and needs a paid plan plus edit access. Here's how to find and download it.
Recording
Webex Meeting Transcript: How to Get One After the Call
Webex transcribes MP4 cloud recordings automatically, on by default at the site level, no Webex Assistant required. Here's where the transcript lives and why it's sometimes missing.
Recording
Loom Video Transcript: Where to Find and Export It
Loom shows a transcript in the side panel on every plan, across 50+ languages, with a one-click copy button. SRT download and word corrections need a paid plan.
Recording
How to Transcribe a Discord Call (Discord Has No Transcript Feature)
Discord has no call transcript, recording or voice captions on any plan. Record the call on Windows or in a Chrome tab, then transcribe it.
Recording
Slack Huddle Transcript: How to Get One
Slack transcribes huddles through AI notes on paid plans, but someone has to start it during the call. Here's how to turn it on and where the transcript lands.
Recording
How to Transcribe a Zoom Recording (3 Ways)
A downloaded or locally saved Zoom recording has no transcript attached. Here are three practical ways to transcribe it, and how they differ from getting a transcript from Zoom's cloud.
Meeting notes
How to Record and Transcribe Meeting Minutes for Free
A free, step-by-step path from recording meeting audio to a finished set of minutes: capture, transcribe, and format, using free tools for each step.
Transcription
SRT File Format: What SubRip Is and How It's Structured
What a SubRip (SRT) subtitle file actually is: the sequence number, timestamp, and text block structure, how it differs from VTT and ASS, and where encoding breaks.
Transcription
Adding an SRT File to MP4: The Honest Guide
How to actually add an SRT file to an MP4 video: the difference between soft (muxed) and hard (burned-in) subtitles, the real tools that do it, and where our converter fits in.
Meeting notes
Board Meeting Minutes Example: A Full Sample With Every Section Explained
A complete, filled-in board meeting minutes example with two motions and different vote outcomes, plus a section-by-section breakdown of what is required, optional, and off-limits.
Transcription
Live Transcription: Real-Time Captions for Zoom, Teams and Meet (2026)
How to enable live transcription on Zoom, Microsoft Teams, and Google Meet. Platform requirements, live caption limits, and how to get structured notes after the meeting.
Recording
How to Record Meetings on Zoom, Teams, and Google Meet (2026)
Which recording path works for your computer and call app: the built-in recorders of Zoom, Teams and Google Meet, who can use them, and what to do when you can't.
Recording
Google Meet Transcripts: What You Actually Get (And How to Get More)
Google Meet transcription is gated by Workspace plan and admin settings. Here's what each tier provides, how to enable it, where files save, and how to get transcripts on any account.
Comparisons
How to Convert YouTube Videos to Text (Free Methods That Actually Work)
A practical guide to converting YouTube videos to text: built-in transcripts, free online tools, and what to do when captions are not available.
Meeting notes
Board Meeting Minutes Template: A Complete Guide With Ready-to-Use Format
A formal board meeting minutes template with all legally required elements: quorum, motions, votes, resolutions, conflicts of interest, and adjournment. Includes legal record-keeping guidance.
Recording
Zoom Meeting Transcripts: What You Actually Get (And What You Don't)
What Zoom saves after a meeting and what it does not, where the transcript is, the three reasons it goes missing, and how the API returns the same file.
Recording
How to Get a Microsoft Teams Meeting Transcript (and What's in the File)
Someone starts transcription in the meeting; afterwards the organizer or a co-organizer downloads it from Recap as a .docx or .vtt, and 67% of a Teams .vtt is markup.
Meeting notes
How to Write Meeting Minutes: Format, Templates and Examples
How to write meeting minutes: the format section by section, six copy-paste templates (board, team, standup, project, 1:1, action items) and filled-in examples.
Meeting notes
The Complete Guide to AI Meeting Summaries in 2026
AI meeting summaries are replacing manual note-taking. Learn how they work, what to look for, and how role-specific summaries transform meeting documentation.
Recording
How to Record Meetings on Zoom, Teams, and Google Meet Without a Bot
The three approaches to meeting recording — platform-native, bot-based, and system audio — explained. Plus why bot-free recording produces better meetings.
Comparisons
What Is an AI Meeting Assistant? A 2026 Guide
What AI meeting assistants actually do, how they work, and what separates good ones from glorified transcribers.
Transcription
Meeting Transcription: Automated vs Manual in 2026
Compare automated AI transcription with manual note-taking. Accuracy, cost, privacy, and what comes after the transcript.
Meeting notes
Meeting Notes vs Meeting Summary: What's the Difference?
Meeting notes and meeting summaries serve different purposes. Learn which one your team needs and when AI handles both.
Meeting notes
How to Extract ROI from Meetings You Can't Cancel
You don't have a meeting problem — you have a meeting retention problem. Here are six strategies to capture and act on the value from every conversation.
