Meeting and workshop notes for consultants
A consultant’s value is in what the client decided, and why. When the record of a two-hour workshop is three lines in a notebook, the reasoning you worked hard to build is gone by the time the board reads the recommendation.
- Decisions with the reasoning keptEach decision carries its reason and the line from the session it came from, so your recommendation can point to what the client said.
- A record the client recognisesSend the minutes by link the same day, under your own letterhead when printed.
- Follow-through across engagementsSee which decisions turned into work and which stalled, across every meeting with that client.
A template you can copy
Use it in any doc, with or without Scripta.
Workshop · [client] · [date] Goal of the session: [one sentence] Participants: [names] Options discussed - [option]: [for] / [against] Decisions - [decision] (reason: [why], agreed by [name]) Client to provide - [item] · due: [date] We will deliver - [deliverable] · due: [date] Risks raised - [risk]
Questions
Does a bot join my client calls?
No. Nothing of Scripta’s joins your call. You record from your browser, or bring the transcript your call tool or recorder already makes.
Can I record an in-person workshop?
Yes. Record from the browser on your laptop, with the participants’ consent, which Scripta asks you to confirm before it starts.
Can the client read the notes without an account?
Yes. Share the minutes by link, with or without a passcode, and turn the link off when you like.
Can I export the decisions for my report?
Yes. Copy them from the meeting, print the minutes to PDF, or export your meetings and tasks as CSV.
Is there a free plan?
Yes. The free plan needs no card and includes AI write-ups and recording minutes every month. Paid plans add more of both, and seats for a team.
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