If you’re a product manager, you know the pain: endless Zoom meetings, action items flying in the chat, and then… crickets. Stuff falls through the cracks. You don’t have time to rewatch calls, and nobody loves manual note-taking. If you’ve heard about Tldv, the AI tool that promises to turn Zoom meetings into actionable notes, you might be wondering: Can it actually help? And how hard is it to set up?
This guide walks you through setting up Tldv to automatically capture action items in your Zoom meetings, with a dose of reality about what works, what doesn’t, and how to make it fit your workflow.
Why bother with Tldv for action items?
Let’s be real: Most meeting notes end up as a wall of text, and action items are buried somewhere in someone’s notebook—if they get written down at all. Tldv’s pitch is simple: Let AI join your Zoom calls, record and transcribe what’s said, then pull out action items so you don’t have to. In theory, this means less busywork and fewer “What did we decide?” follow-ups.
But, as with any AI tool, it’s not magic. If you expect Tldv to read everyone’s mind or make tough decisions for you, you’ll be disappointed. Used right, though, it can save you time and help your team follow through.
Step 1: Get your Tldv and Zoom accounts connected
You’ll need: - A Zoom account (free or paid) - A Tldv account (there’s a free plan, but paid tiers unlock more automation)
To connect Tldv to Zoom: 1. Go to the Tldv website and sign up. 2. Once you’re in, look for the “Connect Zoom” button in your dashboard. Click it. 3. Authorize Tldv to access your Zoom account. Yes, it needs permission to join your meetings as a participant. 4. Pick your settings. Decide if Tldv joins all meetings by default, or just the ones you invite it to.
Pro tip:
Don’t let Tldv join every single Zoom call automatically—unless you want your daily standup and one-on-ones transcribed, too. For most product managers, it’s smarter to invite Tldv only when needed (project kickoffs, stakeholder reviews, big roadmap calls).
Step 2: Set up Tldv to record and transcribe your meetings
Tldv works by recording the Zoom call and creating a transcript. Here’s the honest part: The transcript is only as good as the audio. If people talk over each other, mumble, or use lots of jargon, the AI can get tripped up. But for most typical product meetings, it does a decent job.
To enable recording and transcription: 1. In Tldv, check that “Record and Transcribe” is enabled for your Zoom meetings. 2. Decide if you want video, audio-only, or both. (For action items, audio-only is usually enough.) 3. Test it out. Invite Tldv to a short call and see what kind of transcript you get.
What to watch out for: - If your company restricts recordings, clear it with IT or your manager first. - Let people know when Tldv is joining and recording—Zoom usually notifies everyone, but it’s good etiquette.
Step 3: Get action items out of the meeting (automatically, mostly)
Here’s where the magic (or at least some clever AI) kicks in. Tldv uses its transcript to pull out “action items” and other highlights. But—and this matters—it’s not perfect. The AI looks for phrases like “Let’s do X,” “Can you follow up on Y?” or “I’ll handle Z.” But if people are vague or speak in riddles, it might miss things.
How to set up action item extraction: 1. In your Tldv dashboard, look for automation or workflow settings. 2. Turn on “Action Item Detection” or similar features. Some plans call this “AI Summaries” or “Highlights.” 3. Choose if you want Tldv to email you a summary after each call, send it to Slack, or just store it in the dashboard.
How to make Tldv smarter: - Be direct in meetings. If you want Tldv to catch an action item, say it out loud: “Let’s assign this to Maria to follow up by Friday.” - Use names and deadlines. The AI is more likely to spot clear, structured sentences. - Don’t whisper action items in chat only. Tldv mostly listens to the audio.
What works:
- Group meetings where people actually say what needs to happen next.
- Recapping action items out loud at the end of the meeting.
What doesn’t:
- Vague “let’s sync up later” or “maybe someone should look at this” moments. The AI won’t know what to do with those.
- Side conversations in chat—Tldv can miss them.
Step 4: Review, edit, and share action items
Even with good AI, you’ll need to sanity-check what Tldv pulls out. Don’t trust it blindly—think of it as a fast draft, not the final word.
To review and clean up action items: 1. After the meeting, go to your Tldv dashboard or check your email/Slack for the summary. 2. Skim the action items Tldv extracted. Edit anything that’s unclear or incorrect. 3. Add anything the AI missed—especially if it was discussed in the chat. 4. Share the cleaned-up list with your team (via Slack, email, or your project management tool).
Integrations to consider: - Tldv can push action items to tools like Notion, Asana, or Trello, but setup can be finicky. Test it with a few meetings before relying on it. - If your team lives in Slack, set up the integration so action items post automatically to the right channel.
Pro tip:
Don’t skip the review step. AI is fast, but it’s not you. Double-check before assuming all follow-ups are captured.
Step 5: Make it part of your product management routine
The real value isn’t in having a transcript—it’s in actually following up. If you want Tldv to make a difference, build it into your process.
How to actually use Tldv for product management: - Schedule Tldv for recurring product meetings—roadmaps, sprint reviews, stakeholder check-ins. - At the end of each meeting, recap action items out loud (“Just to sum up, here’s what’s next…”). This helps Tldv—and your team. - After the meeting, review and post action items where your team tracks work (Jira, Trello, Notion, whatever you use). - Check in on open action items next meeting. Tldv can help remind you, but the follow-through is still on you.
What to ignore:
- Don’t bother with AI summaries for meetings that don’t have real action items (like casual updates or social calls).
- Don’t expect Tldv to replace your PM brain or do stakeholder management for you.
Real talk: Limitations and gotchas
AI meeting tools are helpful, but they’re not “set it and forget it.” Here’s what to keep in mind:
- Privacy: Some people get nervous with a bot recording. Always ask first, and don’t use it for sensitive topics.
- Accuracy: Tldv is good, but not infallible. You’ll still need to check summaries.
- Noise: If your meetings are long and unfocused, you’ll just get long and unfocused transcripts. Good meetings still matter.
- Cost: Free plans limit features. If you want integrations or more automation, you’ll likely need to pay.
Keep it simple, iterate, and don’t overthink it
Tldv can absolutely help product managers keep track of action items from Zoom meetings—if you use it thoughtfully. Start small: connect your accounts, invite it to one or two meetings, and see what you get. Don’t expect perfection or try to automate every process on day one. Review what works, tweak what doesn’t, and keep things simple.
At the end of the day, the tool should serve your process—not the other way around. If Tldv helps you spend less time on busywork and more time shipping product, you’re using it right.