For architects, interior designers, and UX designers, effective meeting notes are the bedrock of successful projects. This checklist ensures that every critical decision, client feedback, and action item is accurately captured, preventing misunderstandings and keeping your projects on track from conception to completion.
For design reviews and client meetings where exact wording matters, CraftNote is worth adding: it records without a bot joining the call, so it works for in-person walkthroughs, and transcribes client feedback automatically.
CraftNote transcribes and summarizes conversations, extracting action items and decisions so you don't have to write everything down live during a design review. Persistent Speaker Memory recognizes a recurring client or consultant automatically once you've labeled them once. It works fully offline, useful for site visits or client offices with unreliable wifi, and syncs once you reconnect.
Pros
- Records in-person client walkthroughs and design reviews without a bot joining
- Transcribes client feedback verbatim for later reference
- Works offline for site visits with poor connectivity
Cons
- Doesn't capture sketches, markups, or visual annotations, only the audio and resulting notes
- No built-in version control for design drawings
⚠️ Common Mistakes to Avoid
- Not clearly defining action items with owners and deadlines, leading to confusion about who does what.
- Failing to document client feedback verbatim, resulting in misinterpretations of design intent.
- Delaying the distribution of meeting notes, causing decisions to be forgotten or misinterpreted.
- Not referencing previous meeting notes during new discussions, leading to repetitive conversations or forgotten decisions.
- Focusing only on what was said, rather than also capturing what was shown (e.g., design sketches, material samples).