I’ve blogged several times recently about the ways you might – and might not – use AI to help you take notes during a variety of meetings. Now let’s tackle how you might use AI to help run an annual shareholders meeting.
If you’re using a “sandboxed” AI model – i.e., your input isn’t placed into the public domain – here are seven ways that you might use AI during the annual meeting:
- Review shareholder questions in the chat and propose responses: Ask AI to review incoming questions posted to a virtual shareholder meeting chat, combine duplicate questions, find relevant company talking points and propose a response for the speakers.
- Keep abreast of the mood: Ask AI to assess sentiment in the chat and suggest ways to change the audience mood.
- Be an in-depth directory for attendees, including shareholder proposal proponents: Ask AI to remind meeting organizers of who is in attendance, along with the interests of the various attendees (including shareholder proposal proponents).
- Take notes and provide a meeting summary: Ask AI to prepare draft meeting minutes and list follow-up actions. You will no doubt need to edit them – but if you give AI an example to follow, it will give you a better draft than if you don’t specify format, key points, etc.
- Provide a suggested checklist for post-mortem meeting: Ask AI to generate a draft agenda for the planning team’s post-mortem meeting and suggest ways that it might be improved.
- Provide suggestions for improving interactions with shareholders: Ask AI if it can suggest how any questions or comments could have been handled better. For example, would a different turn of phrase have worked better with the attendee who is from the “Save the Salamanders” group?
- Provide suggestions in case of emergency: Ask AI to help if an emergency occurs by having AI review your emergency procedures and rules – as well as having it consider other ideas. For example, if a fire alarm goes off where the meeting is located, it might be faster to confer with AI instead of having someone flip through a binder trying to find the answer.
Authored by
Broc Romanek