Back to Resources

AI Notes for Architects

How to Summarize Client Needs Assessments

Client needs assessments are critical in architecture to ensure that the designs meet the specific requirements and preferences of clients. Capturing detailed and accurate information during these meetings helps architects create designs that align with client expectations. Good note-taking is crucial to maintaining clarity and avoiding costly miscommunications throughout the project lifecycle. AI-powered tools can assist in organizing these details efficiently for better collaboration with team members and clients alike.

But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.

Key points to include in meeting notes for architects

  • Meeting identification: Who were the participants in the meeting and what are their roles?
  • Project goals: What are the primary objectives or goals that the client wants to achieve with this project?
  • Design preferences: Did the client mention any specific design styles or elements they prefer or dislike?
  • Budget constraints: What is the budget range discussed for this project, and did they mention any financial constraints?
  • Timeline expectations: What is the expected timeline for project completion as discussed by the client?
  • Functional requirements: Are there any specific functional needs or features that must be included in the design?
  • Site conditions and context: Were there any discussions about site-specific considerations, such as location challenges or environmental factors?
  • Regulatory considerations: Did regulatory requirements or compliance issues come up during this meeting?
  • Client's priorities: What aspects of the project does the client prioritize most highly (e.g., sustainability, aesthetics, cost)?
  • Next steps: What were identified as immediate next steps following this meeting to move forward with planning or design phases?

How to automate

But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.

Here's how:

  1. If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
  2. Navigate to Settings > Meeting Templates and tap the + button.
  3. Copy/paste one of our templates and/or customize your own. Tap Save.LazyNotes templates
  4. Start your first recording and choose your new template any time during the call.LazyNotes templates
  5. Enjoy customized notes emailed right to your mailbox!

More ideas for effective meeting notes for architects