Flevy Management Insights Q&A
How are generative AI technologies being used to streamline meeting preparation and follow-up processes?


This article provides a detailed response to: How are generative AI technologies being used to streamline meeting preparation and follow-up processes? For a comprehensive understanding of Meeting Facilitation/Management, we also include relevant case studies for further reading and links to Meeting Facilitation/Management best practice resources.

TLDR Generative AI streamlines meeting preparation and follow-up by automating agenda creation, providing data-driven pre-meeting briefs, and managing post-meeting tasks for improved Operational Excellence.

Reading time: 4 minutes

Before we begin, let's review some important management concepts, as they related to this question.

What does Strategic Planning mean?
What does Operational Excellence mean?
What does Knowledge Management mean?
What does Performance Management mean?


Generative AI technologies are revolutionizing the way organizations prepare for and follow up on meetings, a critical component of Strategic Planning and Operational Excellence. These technologies, leveraging advanced algorithms and vast data sets, are streamlining processes, enhancing productivity, and ensuring more effective outcomes from meetings. This transformation is not just about automating routine tasks but about redefining the approach to meeting management in its entirety.

Automating Agenda and Minute Creation

One of the primary applications of generative AI in meeting preparation is the automation of agenda and minute creation. Traditionally, these tasks have been time-consuming, often requiring significant manual input from administrative staff or meeting participants themselves. Generative AI changes this by analyzing previous meeting records, emails, and other relevant documents to suggest agenda items. It can prioritize topics based on urgency or relevance, propose time allocations for each item, and even recommend participants for specific discussions. This not only saves time but also ensures that meetings are focused and productive.

Following the meeting, generative AI technologies can summarize discussions, decisions, and action items, creating comprehensive minutes that are distributed to participants automatically. This process ensures accuracy and timeliness in communication, reducing the risk of misinterpretation or oversight. Moreover, these AI-generated summaries can be stored and indexed for easy retrieval, enhancing organizational knowledge management.

Real-world examples of these applications are already evident in organizations that have integrated AI meeting assistants. These tools use natural language processing (NLP) to understand the context of discussions, making the creation of agendas and minutes more efficient and less prone to human error.

Are you familiar with Flevy? We are you shortcut to immediate value.
Flevy provides business best practices—the same as those produced by top-tier consulting firms and used by Fortune 100 companies. Our best practice business frameworks, financial models, and templates are of the same caliber as those produced by top-tier management consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture. Most were developed by seasoned executives and consultants with 20+ years of experience.

Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab

Enhancing Decision-Making with Pre-Meeting Briefs

Generative AI also plays a crucial role in preparing pre-meeting briefs. By analyzing vast amounts of data, including industry reports, market trends, and internal performance metrics, AI can provide executives with concise, relevant information tailored to the meeting's objectives. This enables informed decision-making, ensuring that discussions are grounded in data and strategic insight.

Moreover, AI technologies can identify patterns and trends that may not be immediately apparent to human analysts, offering new perspectives on challenges and opportunities facing the organization. This capability is particularly valuable in Strategic Planning and Risk Management, where understanding external forces and internal capabilities is critical.

Organizations leveraging generative AI for pre-meeting briefs report improved meeting efficiency and outcomes. Executives arrive better prepared, discussions are more focused, and decisions are made with a higher degree of confidence in the underlying data.

Streamlining Follow-Up and Accountability

The impact of generative AI extends into the post-meeting phase, particularly in managing follow-up actions and accountability. AI can automatically assign tasks based on meeting decisions, integrating with project management tools to track progress and deadlines. This ensures that action items are not lost or overlooked, a common challenge in busy organizational environments.

Generative AI can also monitor task completion and provide updates to relevant stakeholders, facilitating transparency and accountability. This continuous feedback loop not only helps keep projects on track but also fosters a culture of performance and responsibility.

For instance, organizations using AI-driven task management systems have seen significant improvements in project completion rates and a reduction in delays. These systems ensure that the momentum generated in meetings is maintained, driving Operational Excellence and Performance Management.

Generative AI technologies are transforming meeting preparation and follow-up processes, offering organizations the ability to conduct meetings more efficiently and effectively. By automating routine tasks, providing data-driven insights for decision-making, and enhancing accountability in follow-up actions, AI is enabling a new era of productivity and strategic focus. As these technologies continue to evolve, their impact on organizational efficiency and effectiveness is expected to grow, making their adoption a strategic imperative for leaders seeking to maintain a competitive edge in today's fast-paced business environment.

Best Practices in Meeting Facilitation/Management

Here are best practices relevant to Meeting Facilitation/Management from the Flevy Marketplace. View all our Meeting Facilitation/Management materials here.

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

Explore all of our best practices in: Meeting Facilitation/Management

Meeting Facilitation/Management Case Studies

For a practical understanding of Meeting Facilitation/Management, take a look at these case studies.

Strategic Meeting Management Initiative for Ecommerce in Luxury Beauty

Scenario: The organization, a burgeoning player in the luxury beauty ecommerce space, is grappling with ineffective meeting management that is impeding decision-making and slowing down strategic initiatives.

Read Full Case Study

Efficient Meeting Management for Life Sciences Firm in Biotechnology

Scenario: A globally operating biotechnology company is struggling with inefficient meeting management across its various departments, leading to prolonged decision-making processes and suboptimal cross-functional collaboration.

Read Full Case Study

Luxury Brand Meeting Facilitation Strategy for European Market

Scenario: A luxury fashion house, based in Europe, is grappling with inefficiencies in its Meeting Facilitation processes.

Read Full Case Study

Strategic Meeting Facilitation for Media Conglomerate in Digital Space

Scenario: A leading media conglomerate, operating in the competitive digital space, is encountering significant inefficiencies in its Meeting Facilitation processes.

Read Full Case Study

Telecom Meeting Facilitation Enhancement

Scenario: A multinational telecom company is facing difficulties in its internal Meeting Facilitation processes across various departments.

Read Full Case Study

Meeting Management Enhancement in Aerospace

Scenario: The organization is a major player in the aerospace industry, which is grappling with inefficiencies in its Meeting Management processes.

Read Full Case Study

Explore all Flevy Management Case Studies

Related Questions

Here are our additional questions you may be interested in.

What are the best practices for managing cross-cultural and diverse teams in meetings?
Effective management of cross-cultural and diverse teams involves understanding cultural differences, implementing effective communication strategies, and practicing inclusive leadership to enhance team performance and innovation. [Read full explanation]
How can executives ensure that meeting outcomes align with and directly contribute to the company's strategic objectives?
Executives can ensure meeting outcomes align with strategic objectives by focusing on Strategic Planning, Performance Management, and fostering a Culture of accountability, strategic focus, and technology utilization for alignment and adaptability. [Read full explanation]
In what ways can meeting analytics and feedback be used to continuously improve meeting effectiveness?
Meeting analytics and feedback enhance meeting effectiveness through Strategic Planning alignment, Operational Excellence via feedback loops, and Performance Management by tracking KPIs, transforming meetings into strategic assets for organizational success. [Read full explanation]
How can the concept of 'silent meetings' be integrated into traditional meeting structures to enhance productivity?
Integrating Silent Meetings into traditional structures enhances productivity by preparing and distributing pre-read materials, allocating structured silent reading time, and fostering engagement and decision-making, leading to more focused and effective discussions. [Read full explanation]
In what ways can meeting facilitation drive organizational change and transformation?
Facilitated meetings drive Organizational Change and Transformation by aligning Vision and Strategy, fostering Cultural Change, and enhancing Collaboration and Engagement, leading to innovative solutions and sustainable success. [Read full explanation]
What strategies can be employed to maintain high levels of engagement and participation in virtual meetings?
Effective virtual meeting engagement strategies include Pre-Meeting Preparation, utilizing Interactive Tools and Techniques, and ensuring Follow-Up and Actionable Outcomes, as practiced by leading companies like Google, Salesforce, and Accenture. [Read full explanation]

Source: Executive Q&A: Meeting Facilitation/Management Questions, Flevy Management Insights, 2024


Flevy is the world's largest knowledge base of best practices.


Leverage the Experience of Experts.

Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.

Download Immediately and Use.

Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.

Save Time, Effort, and Money.

Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.




Read Customer Testimonials



Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.