Time Saved
3–5 hrs
per week per team
Transcription
96.8%
accuracy rate
Action Items
Auto
extracted & assigned
Decision Log
Searchable
audit-ready archive
AI Tool Stack
Fireflies.ai ProAuto-joins video calls, transcribes with speaker ID, extracts action items & decisions
$19/mo
Plaud NotePin SWearable AI recorder for in-person meetings — rounds, tumor boards, site visits
$169 one-time
Make.comPost-meeting automation — summary distribution, Notion task creation, follow-up reminders
$16/mo
Notion AIMeeting notes hub, decision log linked to projects, pattern analysis across meetings
$10/mo
Boundaries & Limitations
⚠ Does not replace clinical judgment during meetings
⚠ Does not generate regulatory-compliant minutes without review
⚠ Does not substitute for relationship building with investigators
⚠ Does not guarantee attendee follow-through on action items
Workflow Pipeline
1
Fireflies.ai auto-joins virtual calls (Zoom/Teams)
2
Plaud NotePin S captures in-person meetings
3
AI transcription with speaker identification
4
Action items auto-extracted and categorized by owner
5
Make.com distributes formatted summaries to attendees
6
Notion AI maintains searchable decision log linked to projects
Read the Full Guide
Get detailed tool configurations, workflow tutorials, and honest limitations for this stage in our flagship article.
Read Guide →Stage 6 Monthly Cost
$45/mo + $169
AI accelerates workflows — clinical judgment remains human