AI notetakers in trustee meetings What is an AI notetaker? An AI notetaker is a software tool designed to join online meetings to record, transcribe and summarise the discussions whichtake place. AI tools may be built into platforms (such as Microsoft Teams or Zoom), or enabled by meeting participants using A tool that captures trustee discussions and produces meeting minutes may increase efficiency and reduce the cost ofmanually drafting minutes. However, trustees should be aware of the risks associated with the use of AI notetakers to recordand store decisions made in trustee meetings, particularly in circumstances where commercially sensitive information is being How does an AI notetaker work? Often, the software tool records the online meeting and sends audio, as well as chat to external cloud services for processing What are the risks associated with AI notetakers? •Confidentiality and personal data breaches may occur as a result of (a) transcript data being used to train the AI platformto produce minutes in a specific format, and/or (b) transcripts leaving secure environments. Privileged data may be storedby providers and shared with others, which can damage trust and harm reputation. In order to mitigate this risk, trustees (a)How the platform is trained(b)How data is processed(c)What data protection/security measures are in place •AI transcriptions can be inaccurate, leading to incorrect or misleading information being stored and shared. To avoid anydiscrepancies, it is imperative that draft minutes are circulated to all meeting attendees for review and sign off prior to being •Recording or transcribing without proper consent can create legal dangers, and such records may be discoverable in legalproceedings. Where personal or commercially sensitive data is being disclosed in a trustee meeting, it is important that •Even if the primary meeting participants are not intending to record or use an AI notetaker, participants can join trusteemeetings with their own unapproved notetakers (including third-party tools) leading to the potential exposure of privileged Contacts Matthew GilesPartner, BirminghamT +44 121 222 3296matthew.giles@squirepb.com Gemma HanleyPartner, LeedsT +44 113 284 7000gemma.hanley@squirepb.com