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How to Use AI Note Takers Effectively in 2025

Martynas Krupskis
07/17/2025

How we take notes has fundamentally changed — gone are the days of scribbling away during a meeting or rewinding recordings to find the one helpful thing. And in 2025, AI note takers will take a significant amount of the work off your plate, capturing, transcribing, and organizing your conversations into clean, shareable notes. However, there’s more to having the right tool than just acquiring it. Well, how about using it correctly? That’s where the magic happens.

Whether you’re supervising a remote team or just looking to keep better track of things, this guide will help you learn how to make the most of your AI note-taking tool, from setup to security.

 

What Is an AI Note Taker and How Does It Work?

An AI note taker refers to a digital, AI-based recorder that listens in and automatically records meetings or conversations, transcribes the dialogue in real-time, and summarizes it as notes. Some platforms also identify action items, highlight and summarize conversations, and offer keyword search capabilities.

These tools can be integrated into your virtual meetings (think Zoom or Google Meet) or used as standalone apps, making them a must-have for professionals, educators, and anyone who would rather spend less time typing and more time participating.

 

AI vs. Traditional Note-Taking

Let’s face it — traditional note-taking is slow, unreliable, and distracting. You can’t keep up capturing everything in writing, or you fall behind, missing things.

AI note takers solve this by:

  • Transcribing conversations word-for-word

  • Highlighting key moments and decisions

  • Allowing you to review and share notes instantly

  • Making meetings accessible to those who couldn’t attend

The result? More transparent communication, better collaboration, and fewer follow-up emails.

 

How AI Processes and Transcribes Audio

AI tools rely on Natural Language Processing (NLP) and machine learning to “comprehend” spoken language. They can identify different speakers, segment conversations into logical chunks, or even eliminate filler words like “um” and “uh.”

Some note takers can also sense sentiment, extract action items, and translate on the fly, while learning your speech patterns and growing better as you grow more accustomed to them.

 

How Fieldy Transcribes Your Meetings

Fieldy, one of the top AI note takers of 2025, goes a little further. It’s meant to be plug-and-play: simply plug it into your meeting, or wear the Fieldy AI Pin for in-person conversations. It auto-transcribes your meeting in real-time, organizes insights, and syncs the notes to your dashboard.

What makes Fieldy stand out? It’s a light-weight, intelligent, portable solution perfect for professionals on the move who desire clean, searchable transcripts at the end of the day. 

 

Step-by-Step Guide on How to Use an AI Note Taker

Ready to embrace the future of note-taking? Here are five easy steps to help you integrate it into your work week.

Step 1 – Choose the Right Tool

Before anything else, choose an AI note taker that aligns with your needs. Consider:

  • Integration with your meeting platform (Zoom, Google Meet, Microsoft Teams)

  • Speaker identification

  • Summary and keyword extraction

  • Security and privacy features

  • Multilingual support

Top options include Otter.ai, Fireflies.ai, Sembly, and Fieldy.

 

Step 2 – Connect to Your Calendar or Meeting Platform

Most AI note takers let you sync with your calendar. This enables the tool to automatically enter a scheduled meeting and begin transcribing without any manual input. Other tools can even remind you when it’s time to start capturing.

 

Step 3 – Join or Schedule a Meeting

Your tool will also automatically join your virtual meetings or activate as needed for in-person meetings (for wearable tools such as Fieldy). Create a clean environment for your microphone and audio settings—good input leads to better output.

 

Step 4 – Let the AI Take Notes Automatically

Now you’re hands-free. The AI will listen, transcribe, and organize content as the conversation unfolds. Some tools even let you “tag” essential moments during the call to highlight later.

 

Step 5 – Review, Edit, and Share the Notes

Your notes will be available to review immediately after the meeting. Most tools provide editable transcripts, shareable links, and integration options with apps such as Slack, Notion, or Google Docs.

Use this step to correct any mistakes, cull tasks, or share with team members who are not in attendance. It creates long-term knowledge bases for your meetings.

 

Frequently Asked Questions

Are AI Note Takers Accurate?

Yes — but accuracy depends on the tool, accent and the sound quality of your audio. The most accurate AI note-takers like Otter and Fieldy now have accuracy rates as high as 95% — particularly in quiet rooms and with enunciated speech. They improve with use and enhance your vocabulary.

Can AI Note Takers Be Used Offline?

Some tools can record offline and sync your recordings to the cloud later; others are entirely cloud-based. If you need to take notes on the go, consider using tools like Fieldy that store audio locally before uploading it securely.

How Secure Are AI-Generated Notes?

Top AI note takers prioritize security, offering:

  • End-to-end encryption

  • GDPR and HIPAA compliance

  • Role-based access controls

  • Optional password protection for transcripts

Still, always double-check a provider’s privacy policy—especially if you’re handling sensitive data.

 

Do I Need to Speak Clearly for AI to Work?

Some tools allows offline recording with cloud syncing later, and others are entirely cloud-based. If you need to take notes without Wi-Fi connectivity, consider using tools like Fieldy, which save audio locally until a secure environment is available for upload.

 

Embracing AI to Make Note-Taking Effortless

The future of productivity is not about working harder; it’s about working smarter. AI note takers are transforming the way we work by eliminating the friction of capturing meeting details and allowing us to focus on the conversation.

Whether you are in charge of client calls, hosting webinars, or working across time zones, AI notetakers:

  • Save time

  • Improve accuracy

  • Boost transparency

  • Create a searchable record of conversations

In 2025, they're not just nice-to-haves—they’re essential tools in the professional toolkit.

So, say goodbye to messy notes. And let AI take it from here.