What is Meeting Notes Pro?

Meeting Notes Pro is a desktop application that transforms your raw meeting transcripts into professional, client-ready documents. Upload a transcript from any meeting and receive a polished summary and client email in under 30 seconds.

Who is it for?

Meeting Notes Pro is designed for Canadian financial advisors and professionals who need to:

• Produce professional meeting summaries quickly
• Protect client personal information (PII) during processing
• Comply with PIPEDA and Canadian data residency requirements
• Generate ready-to-send client follow-up emails

How it works (30-second overview)

1. You upload a meeting transcript
2. The app detects and protects personal information on your computer
3. You review and approve what gets sent for processing
4. AI generates a professional summary and email
5. You refine the results and export to Word or Outlook

Your clients' personal information never leaves your computer. Only placeholder codes like [NAME_001] are sent for AI processing.