Episode #137: Top 3 AI Note Takers and Why You Need to Be Using One

Let’s be real... trying to take detailed notes during meetings and stay present is nearly impossible. That’s where AI comes in.

In this episode of Tech Savvy 101: AI & Automation Made Simple, I’m diving into the top 3 AI-powered note-taking tools that are saving entrepreneurs hours every single week. Whether you’re managing team meetings, client calls, or podcast interviews, these tools do the heavy lifting—so you can focus on the conversation without losing any details.

You’ll walk away knowing exactly which tools to try, how to use them, and how to avoid the most common mistakes people make when implementing AI note-takers into their workflow.

If you’re still manually typing out meeting notes—or worse, forgetting important details—this episode will completely change the way you work.

IN THIS EPISODE, YOU’LL LEARN:

➔ Why AI note-takers are essential for busy entrepreneurs
➔ The pros, cons, and best use cases for Fireflies AI, Otter AI, and Fathom
➔ How to use AI note-takers to improve productivity, documentation, and team communication
➔ Real talk on privacy, permissions, and best practices
➔ How to choose the right tool for your business needs

RESOURCES MENTIONED:

Affiliate Disclosure: Some of the links below may be affiliate links, which means I may earn a small commission if you purchase through them—at no extra cost to you. I only recommend tools I personally use and love!

📌 Fireflies AI
📌 Otter AI
📌 Fathom

⏱️ TIMESTAMPS:

02:26 – The Importance of AI Note Taking
03:32 – Overview of Top AI Note Taking Tools
04:20 – Fireflies AI: The Business Powerhouse
07:04 – Otter AI: The Collaborative Note Taker
10:53 – Fathom: Unlimited Recordings for Free
13:21 – Advanced Strategies for AI Note Taking
26:03 – Common Mistakes and Best Practices
28:32 – Conclusion and Final Thoughts

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LET'S CONNECT

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Episode #136: How to Seamlessly Integrate Asana with AI Tools for Your Business

If you're dreaming of saving 10+ hours a week (without hiring a full team), this one’s for you.

In this final episode of the Automated Systems That Scale mini-series, we’re taking your Asana setup to the next level by integrating it with smart AI tools like ChatGPT, Claude, Zapier, and Make.

Whether you’re a team of one or managing a growing business, these automations will help you create your own digital operations manager, so your business runs efficiently even when you’re offline.

Get ready to turn your business chaos into a streamlined, scalable machine.

✨ NOTE: This is part 4 of the Automated Systems That Scale series, where you’ll learn how to build a streamlined business using smart project management and AI-powered automation tools, one step at a time.

IN THIS EPISODE, I COVER:

➔ How to connect Asana with ChatGPT and Claude using Zapier or Make
➔ Real-world workflows that save hours each week using AI for project planning, SOP creation, and client communication
➔ How to build your own digital operations manager (even if you’re not tech-savvy)

RESOURCES MENTIONED:

📌 Tame Your Business Chaos Toolkit (just $27!)
📌 Claude AI
📌 ChatGPT
📌 Zapier
📌 Make
📌 Asana

RELATED EPISODES OF TECH SAVVY 101:

🎙️ Episode #133: Asana Tutorial: How to Automate 24 Hours of Work Each Week
🎙️ Episode #134: Setting Up Asana for Small Business: Small Business Setup Guide & Automation Tips
🎙️ Episode #135: How to Turn Your Asana Project Management System onto Autopilot

⏱️ TIMESTAMPS:

01:41 – Integrating AI with Asana
03:53 – Discovering AI Integration
05:00 – Using Zapier and Make for Automation
07:51 – Advanced AI Tools: ChatGPT and Claude
10:16 – Creating a Prompt Library
11:37 – Automating SOPs and Documentation
14:40 – Client Intake and Project Briefs
16:25 – Improving Processes with AI
17:55 – The Digital Operations Manager
22:12 – Connecting All Your Tools
29:30 – Real Numbers: Time and Money Saved
36:06 – Steps to Implementing AI Systems
39:28 – Conclusion and Recap

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

LET'S CONNECT

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Episode #135: How to Turn Your Asana Project Management System onto Autopilot

You’ve got your Asana projects set up. Tasks are organized. Deadlines are in place.

But now it’s time for the fun part — making it run itself.

This is Part 3 of our Automated Systems That Scale mini-series, where I walk you through the real tools and workflows I recommend to take work off your plate — not add more to it.

In this episode of Tech Savvy 101: AI & Automation Made Simple, we’re diving into the next level of Asana: multi-trigger rules, cross-project workflows, and automations that handle the busywork behind the scenes.

✨ NOTE: This episode is part of the Automated Systems That Scale mini-series, where we're exploring how the right project management system can transform your business from manual and chaotic to automated and streamlined. Throughout this series, I'll show you exactly how to leverage Asana's powerful automation and AI capabilities to create systems that run your business for you.

IN THIS EPISODE, I COVER:

➔ How to use multi-trigger and multi-action rules to automate complex workflows
➔ How to trigger automation using custom fields (perfect for client tracking and content workflows)
➔ How to streamline your cross-project operations, assign work based on capacity, and automate client updates

RESOURCES:

📌 Make (for no-code Asana API automation)
📌 Asana – Free and paid plans available
📌 Join the AI Evergreen Content Machine Waitlist
📌 Done-For-You Custom GPT Builds

RELATED EPISODES OF TECH SAVVY 101:

🎙️ Episode #133: How to Automate 24 Hours of Work Each Week Using Asana
🎙️ Episode #134: Setting Up Asana for Small Business: Automation Rules That Save Time

⏱️ TIMESTAMPS:

01:10 – Exploring Multi-Trigger Rules
04:23 – Multi-Action Rules for Streamlined Processes
06:08 – Custom Fields as Automation Triggers
07:46 – Leveraging Developer Tools and APIs
09:32 – Cross-Project Workflows for Seamless Operations
12:14 – AI-Powered Resource Management
14:08 – Automating Client Communications
16:02 – Conclusion and Next Steps

📲 Send us a text! Let us know what AI + Automation Topics you want to learn about next!

LET'S CONNECT

📺 YouTube
📱 Instagram
🖥️ Website
💻 Facebook Group

SUBSCRIBE & REVIEW
Loved this episode? Please leave a review! If today’s episode got you excited about simplifying your systems and embracing AI, be sure to hit subscribe so you don’t miss future episodes!