Smarter Week

How to automate it

How to automate “gather requirements from stakeholders and write them up”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

90 min
typically, once a week
55%
of the time can be automated
Some setup
to set up

Fix 1 of 2

AIBest fix

Turn the stakeholder conversation into requirements with AI

Record the requirements session; AI turns the transcript into user stories, acceptance criteria and open questions you confirm with stakeholders.

Typically saves about 50% of the time5 min to set up
  1. 1Record the session with your AI notetaker (with consent).
  2. 2Paste the transcript with the prompt below.
  3. 3Send the draft back to stakeholders to confirm and fill gaps.
Prompt to copy
From the transcript below, write requirements for [PROJECT]. Give: 1) a one-paragraph problem statement, 2) user stories ("As a..., I want..., so that...") each with acceptance criteria, 3) non-functional requirements mentioned, 4) open questions and conflicting requests, with who raised them. Do not add requirements nobody stated.

Transcript:
[PASTE]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Copilot in Teams, Zoom AI Companion or Otter

Fix 2 of 2

AI

Let an AI notetaker write the notes and the recap

A notetaker records the meeting, writes the summary and action items, and you send the recap in one click.

Typically saves about 75% of the time15 min to set up
  1. 1Check which notetaker your company allows: Copilot in Teams, Zoom AI Companion, Google Meet "Take notes for me", Otter, Fireflies or Granola.
  2. 2Turn it on for your recurring meetings and tell attendees it is on.
  3. 3After the meeting, review the action items and fix names or owners.
  4. 4Send the recap straight from the tool, or paste it into email or chat.

Tools: Copilot in Microsoft Teams · Zoom AI Companion · Google Meet "Take notes for me" · Otter, Fireflies or Granola

Quick wins

Have you tried…

Have you had AI turn a meeting transcript into requirements or user stories?
Paste the transcript of a stakeholder session and AI drafts the requirements and the open questions. You confirm them with the stakeholders.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for Project managers