How to automate meeting note taking and follow ups with Jimminy

Tired of taking sloppy meeting notes? Sick of the “who’s doing what?” scramble after every Zoom call? If your meetings are a mess and follow-ups fall through the cracks, you’re not alone. Sales teams, customer success folks, and anyone who basically lives in meetings—this is for you. I’m going to walk you through using Jimminy to make meeting notes and follow-ups actually happen (mostly) on autopilot.

No fluffy promises—just what works, what doesn’t, and how to avoid drowning in transcripts or half-baked AI summaries.

1. Figure Out What You Actually Need

Before you turn on any tool, get clear on what “automating notes and follow-ups” means for your team. Otherwise, you’ll end up with a pile of AI-generated text no one reads.

Ask yourself: - Do you want a full transcript of every meeting, or just a summary? - Who needs the notes? (Just you, or your manager, or the whole team?) - What kind of follow-ups do you actually act on? (Tasks, reminders, CRM updates?)

Pro tip: Start small. Automate just one type of meeting first—like sales calls or onboarding—before rolling Jimminy out to everything.

2. Set Up Jimminy (and Avoid Common Pitfalls)

Jimminy bills itself as “AI-powered conversation intelligence.” Translation: it records your meetings, transcribes them, and pulls out action items, so you don’t have to scribble notes or remember who promised what.

Getting Started

  1. Sign Up and Connect Your Calendar
  2. Jimminy works best if it’s hooked into your Google or Outlook calendar.

  3. Double-check which calendars it’s pulling from. Otherwise, it might join the wrong calls—or worse, miss the important ones.

  4. Sync Your Meeting Platform

  5. Connect Zoom, Teams, or Google Meet. If you use a less common tool, check Jimminy’s integrations list. If it’s not there, you’ll need to get creative (or pick a different tool).

  6. Set Recording Preferences

  7. You can choose auto-join (Jimminy bot shows up to every call) or manual (invite Jimminy only when you want).

  8. Honest take: Start with manual. Colleagues find it weird when an AI bot joins their every call—especially internal meetings.

  9. Check Compliance and Privacy

  10. Let people know you’re recording. Some regions and clients require consent. Don’t get yourself in hot water.
  11. Jimminy does let you set up automatic disclaimers, but don’t rely on it for legal protection.

3. Get the Most Out of Automated Note Taking

This is where the magic (or mayhem) happens. Here’s how to make sure Jimminy’s notes are actually useful.

What Works

  • Searchable transcripts: Jimminy’s transcripts are accurate enough for most use cases. Good for double-checking what was said, or pulling exact quotes.
  • Action item summaries: The AI tries to pull out tasks, next steps, and decisions. Don’t trust it blindly, but it saves time skimming for “who’s doing what.”
  • Speaker identification: It’s not perfect, but it usually gets names right if you’re using a business account.

What Usually Doesn’t

  • Nuance: Jimminy can’t catch tone or context. If someone says, “Yeah, maybe we should talk about pricing later,” the AI might log it as a committed action item.
  • Messy meetings: If people talk over each other, or there’s lots of background noise, the transcript quality drops fast.
  • Highly technical jargon: Expect weird mistakes if you’re in a specialized industry. Double-check anything critical.

How to Clean Up Your Notes

  1. Set up custom templates: Jimminy lets you define what you want in your notes—like key questions, objections, or next steps. Take 10 minutes to tweak these.
  2. Tag important moments: During the call, use Jimminy’s “tag” or “highlight” features. It’s one click, and it helps the AI know what’s important.
  3. Review before sharing: Skim the summary before sending it to your team. Delete fluff or fix errors. No AI is perfect.

4. Automate Follow-Ups Without Spamming People

Automated follow-ups can save you tons of time—or just annoy everyone if you’re not careful. Here’s how to keep it useful.

Setting Up Follow-Ups

  1. Connect Your CRM or Task Manager
  2. Jimminy integrates with Salesforce, HubSpot, and a few others. If you’re using a homegrown system, expect some manual work.

  3. Map the fields carefully. You don’t want half-finished AI notes clogging up your CRM.

  4. Customize Follow-Up Templates

  5. Don’t use generic “Thank you for your time” emails. Make templates that actually reflect your workflow—like “Next steps after demo” or “Contract review tasks.”

  6. Use variables (like first name, date, action items) to personalize, but always double-check before sending.

  7. Set Reminders (But Don’t Overdo It)

  8. You can set auto-reminders for yourself or others. Be careful: more reminders ≠ more productivity.
  9. Tip: Use reminders only for things that actually need follow-up, not everything the AI flags.

What to Ignore

  • Automatic email blasts: Resist the urge to auto-email everyone on every call. It’s impersonal and will get ignored.
  • Too much automation: The more you automate, the more you risk sending tone-deaf or irrelevant messages. Keep a human touch.

5. Make the Most of Jimminy’s Features (and Know When to Log Out)

Jimminy has a ton of features, but most people only need a few. Here’s what’s worth your time.

Worth Using

  • Snippets and highlights: Tag key moments during a call, and Jimminy will let you jump straight to them later.
  • Deal or project tracking: If you’re in sales, Jimminy can automatically update deal stages based on call outcomes. Saves a ton of CRM busywork.
  • Coaching and feedback: Managers can review calls, give feedback, and create “best practice” libraries. Only useful if you actually use them—not just as a checkbox.

Easy to Skip

  • Gamification dashboards: Unless you’re really into leaderboards, these are mostly noise.
  • Overly detailed analytics: If you’re not a data nerd, you probably don’t need to know your average talk time down to the second.

6. Real-World Limitations to Watch Out For

No tool is magic, and Jimminy’s no exception. Here’s what usually trips people up:

  • Privacy concerns: Some clients don’t like being recorded. Always ask first.
  • AI errors: Don’t trust summaries for sensitive or high-stakes stuff. Always double-check.
  • Meeting fatigue: Just because you can record every meeting doesn’t mean you should. More data isn’t better if nobody reads it.
  • Cost: Jimminy isn’t cheap. Make sure you’re actually using it, or you’re just lighting money on fire.

7. Quick Troubleshooting

If you’re running into problems, here’s what to check first:

  • Bot not joining meetings? Make sure your calendar and meeting platform are actually synced, and that invites are sent from the right email.
  • Poor transcription quality? Check your mic, reduce background noise, and avoid crosstalk.
  • Notes missing action items? Adjust your template, and use tags/highlights during calls.

If you’re still stuck, Jimminy’s help docs are decent, and their support isn’t bad—but don’t expect miracles.

The Bottom Line: Start Small, Keep It Human

Automating meeting notes and follow-ups with Jimminy can save you a lot of time—if you keep it simple and stay skeptical of the “AI will do everything” hype. Start with one process, review the results, and don’t be afraid to tweak or ditch features that don’t help. End goal: spend less time on busywork, and more time actually getting things done.