Note‑Taking & Recording

Practical training in audio note-taking apps, live captioning tools, smartpens and recorders — helping you capture meetings and lectures and turn them into organised notes.

Separating listening from writing up

Trying to listen, contribute and write detailed notes at the same time is a common difficulty in meetings and lectures. Audio note-taking and captioning tools let you mark key moments while the conversation happens, then review the recording or transcript afterwards to produce a clear action list.

Each software package or device is taught in its own dedicated session (our standard booking is a three-hour half-day per package, and shorter sessions for an individual package are available on request), delivered remotely across the UK or on site by arrangement, with two weeks of follow-up support included with every training package.

What you'll practise

  • Recording, live captioning and tagging key moments during meetings or lectures
  • Reviewing transcripts and recordings to create clear summaries and action lists
  • Organising, syncing and exporting notes into Word, OneNote or PDF
  • Checking recording consent and organisational policies before capturing audio
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Tools covered

  • Genio (formerly Glean): recording lectures and meetings alongside your own notes and slides, then turning them into notes you can revise or act on
  • Caption.Ed: live captions and transcripts for meetings and video calls, with notes to review afterwards
  • ivvi Notes: recording a lecture or meeting and turning the transcript into a structured outline and visual mind map
  • Jamworks: notes, summaries and key points from recorded lectures and meetings
  • Otter.ai: searchable transcripts and summaries of meetings and conversations
  • Plaud (device): an AI note-taking recorder that records conversations, then produces transcripts and summaries in its app
  • Heidi: an AI clinical documentation tool. We train you in using the software itself; we don't give clinical advice, and whether it may be used with patient information is for your organisation to decide
  • Notetalker: recording lectures and meetings, with bookmarks and photos to find the key moments later
  • Livescribe smartpens (device): handwritten notes linked to an audio recording
  • Olympus and OM System voice recorders (device): recording lectures and meetings to review later
  • Microsoft OneNote: keeping notes organised in notebooks you can search

Free quick-start guides: Genio Notes · Caption.Ed · ivvi Notes · Plaud · Heidi

Related: Dyslexia & ADHD Training · AI Copilots

FAQs

Yes. We cover audio recording, importing slides, tagging key moments during a meeting or lecture, and turning recordings into structured notes afterwards.

Yes. In a free consultation we can look at your devices, meeting platforms and organisation's recording policies to see which tool fits best.

Yes. Where your tool includes transcription or AI summaries, we cover how to generate them, check them for accuracy and export your finished notes.
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