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AI Notes for Data Analysts

How to Summarize Report Presentations

Report presentations are crucial for data analysts to communicate their findings and insights clearly. Effective note-taking ensures that all key points and recommendations are captured accurately, enabling seamless follow-up actions and informed decision-making by stakeholders. AI-powered tools can enhance the efficiency of this process by organizing information systematically.

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 data analysts

  • Meeting Identification: Who were the key participants in the meeting and what are their roles?
  • Main Purpose: What was the primary objective of this report presentation?
  • Key Findings: What were the main findings or results presented in the report?
  • Data Sources: What data sources were utilized for the report, and how reliable are they considered to be?
  • Methodology Overview: What methodology was used to gather and analyze data for this report?
  • Challenges Highlighted: Were there any challenges or limitations discussed regarding the data or findings?
  • Recommendations Provided: What recommendations or action items were proposed based on the report's findings?
  • Audience Engagements/Questions Raised: Did any participants raise questions or concerns, and what were they about?
  • Follow-Up Actions: Were there any follow-up actions decided upon during this meeting?
  • Next Steps: What are the next steps planned after this presentation, if mentioned?

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!