AI notetakers are becoming increasingly hard to avoid. They’re now built directly into Zoom, Teams, and Google Meet, and individual participants can bring their own. Without clear guidelines in place, foundations can find themselves in tricky territory around privacy, confidentiality, and the candor of conversation. A written policy sets clear expectations for everyone in the room: staff, board members, consultants, and external partners alike.
This sample from Rooted Philanthropic shows what that looks like in action — use it as a starting point to draft or refine your own.
See the Sample AI Notetaking Policy »
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