Smarter Meetings with AI | UpskAill

Course Details

• 2-Hour Course:
1x sessions of 2 hr each
• About course:

Learn how to make every meeting more productive with AI-powered planning, note-taking, and follow-ups. This course helps you structure agendas, capture insights automatically, and track decisions seamlessly. You’ll discover how to integrate AI into your meeting tools for shorter, sharper, and more action-oriented sessions.

Part 1: Introduction (~15 mins)

  • Explore the hidden costs of unproductive meetings
  • Understand how AI supports you before, during, and after discussions

Part 2: Live Demo | AI in Action (~30 mins)

  • Experience AI-generated agendas that streamline focus
  • See real-time transcription and summaries in Zoom and Teams
  • Learn how AI drafts and sends follow-up emails automatically

Part 3: Guided Practice (~30 mins)

  • Design a complete agenda using AI tools
  • Practice summarizing a meeting transcript into clear notes
  • Convert discussions into structured next-step tasks

Part 4: Advanced Techniques (~25 mins)

  • Integrate AI with ClickUp, Notion, and Slack for smooth workflows
  • Turn recorded meetings into instant summaries
  • Ensure secure handling of confidential meeting data with AI

Part 5: Wrap Up (~20 mins)

  • Develop your personalized AI Meeting Workflow
  • Access resource pack and engage in open Q&A
  • Automate meeting agendas and summaries: Eliminate manual note-taking with AI-generated recaps.
  • Capture decisions and action points instantly: Ensure no key insight is lost after the call.
  • Reduce meeting fatigue: Turn lengthy discussions into concise, structured takeaways.
Who should attend ?
  • Teams and professionals managing frequent internal or client meetings.
  • Leaders and project managers aiming to increase meeting efficiency and accountability.
  • Operations staff and assistants responsible for minutes, summaries, and follow-ups.
Post training resource
    • Agenda + summary prompt pack.
    • Meeting workflow template.
    • Workshop Recording (perpetual access)
    • Training Slide decks (PDF)
    • Certification of Completion
    • LinkedIn Badge
Participant Requirement
    • Must join from laptop, desktop or tablet.
    • Zoom app and Chrome / Safari / Edge should be installed.
    • We’ll demo with tools like ChatGPT, Gemini, Copilot and more. Free/trial accounts work fine (with some limits); Pro versions add extras but aren’t required.

    Workflow First

    • Built around frameworks you can apply immediately.

    Hands-On Practice

    • Live exercises so you leave with usable skills.

    AI in Practice

    • Practical applications using tools such as ChatGPT, Gemini, Copilot, and more.

    Resources That Last

    • Prompts, templates, and recordings to keep applying what you learn.

Clare is an accomplished marketing and operations expert with over 20 years of experience spanning digital strategy, brand building, and client engagement. She has worked across industries including digital media, technology and alternative Energy— delivering impactful marketing campaigns and managing large-scale client relationships.

 

Currently co-leading an instructor-led AI training and consulting business with her husband, Walter, Clare is at the forefront of merging AI with strategic marketing. She’s also, reinforcing her commitment to innovation and continuous growth studying cutting edge AI Technologies.

 

Clare’s expertise includes AI-driven marketing, CRM systems, digital content strategy, automation, and internal team training. She has trained and consulted teams on leveraging generative AI tools like ChatGPT, Gemini, Claude, Copilot, and Canva’s latest AI suite — helping businesses use these tools to streamline communication, enhance brand voice, and drive engagement.

 

Her dynamic experience includes successful implementations in branding, SEO, website optimization, digital campaigns, and leadership across various operations. Clare’s approach blends creativity with data, resulting in persuasive, results-driven strategies that elevate business outcomes.

 

Outside of her AI and marketing pursuits, Clare enjoys movies, music festivals, and family time. She thrives in fast-paced, innovative environments and brings a collaborative spirit to every project she takes on.

Walter is a seasoned technology expert with over 30 years of experience across the Audio Visual, IT, and Videoconferencing industries. His career spans technical sales, system design, project management, and hands-on training — making him a trusted advisor and forward-thinking innovator.

 

Over the years, Walter has delivered extensive training, from supplier education and product launches to advanced tech solutions. Today, he co-leads an online, instructor-led AI training and consulting company with his wife, Clare, combining their expertise to upskill individuals and businesses across the globe. Together, they’ve facilitated live training on a wide range of powerful AI tools and platforms, including:

  • ChatGPT, Google Gemini, Microsoft Copilot
  • NotebookLM, ElevenLabs, Heygen, Synthesia, Gamma.app
  • Canva (latest AI version), SEO, Digital Marketing, Google Analytics GA4
  • Social Selling, AI-driven Automation, AI-Productivity, Ethics and more

 

Walter’s tech fluency extends across IT Managed Services, network infrastructure, and generative AI integrations. He’s proficient in Microsoft Server, Azure, Office 365, Salesforce, Zoho Suite, Make.com, and numerous no-code/low-code platforms.

 

When he’s not training or developing cutting-edge AI courses, Walter can be found mountain biking, playing pool, or exploring the latest in AI, IoT, and automation.

At UpskAill, we want to make sure your learning never gets disrupted. Each course is assigned a Lead Trainer, who normally delivers all the sessions, and a Backup Trainer, who is equally qualified and fully prepared to step in if the Lead Trainer is unavailable due to an emergency (such as a personal matter, power outage, or connectivity issue). In the rare case that both trainers are unavailable on the same day, the session will be rescheduled to a new date. This system ensures that your training continues smoothly and you always receive the full value of your course.

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UpskAill is a hub for practical AI courses, designed for busy professionals and students who want actionable skills, frameworks, and workflows they can apply immediately to stay ahead in a changing world.