Answer first: use this guide to turn an AI tool decision into a small, repeatable workflow. Define the job, set a pass/fail bar, and keep human review where the output matters.

01Define the record

Capture decisions, owners, dates, and open questions—not every sentence.

02Choose a home

Pick one searchable destination that the team already visits.

03Close the loop

Send owners a short follow-up and make unresolved items visible.

04Review weekly

Use the record to start the next meeting with context instead of repetition.