# AI meeting assistant and note-taker policy

> For reference purposes only. Not legal advice. Draft for review by a qualified professional.

> How to use this template. Rules for recording and transcribing meetings with AI tools. Replace every [placeholder], delete guidance notes and have a qualified professional review the result. Template version 1.0, last reviewed 2026-10-03. Certainty: simplified.

## Purpose and scope

State which meetings and tools the policy covers.

[Enter your text here]

## Consent and notice

Say how participants are told and how objections are handled: [process].

[Enter your text here]

## Sensitive meetings

List meetings where AI note-takers are never allowed, for example legal or HR matters.

[Enter your text here]

## Storage and retention

Say where transcripts are kept, who can see them and when they are deleted: [retention period].

[Enter your text here]

## Accuracy

Require the host to check summaries before sharing.

[Enter your text here]

## Approved tools

List approved tools and how to request others.

[Enter your text here]

## Certainty notes

- Simplified: a general starting point. Rules differ by region.

> For reference purposes only. This site offers general guidance for learning and planning; it is not legal advice and creates no lawyer-client relationship. Rules change often, so check the primary sources and qualified counsel before you act.