Guides
Notes on running client meetings.
Practical, tool-agnostic advice for people who run several client meetings a day, written by people who do. How TrackHeros handles each problem comes at the end, not the start.
- GuideHow to keep client meeting notes separate when you work with several clientsHow to keep client meeting notes separate when you work with several clients: one container per client, naming rules, what to do when a contract ends.Updated 2 September 2026
- GuideHow to manage several Google accounts and calendars as a freelancer without missing a meetingHow freelancers with multiple Google accounts keep every client calendar in view, find the meeting link wherever it hides, and stop missing meetings.Updated 2 September 2026
- GuideA client meeting minutes template for developersA client meeting minutes template with action items, decisions and milestones for developers, with how to write each section and send it the same day.Updated 2 September 2026
- GuideHow to take interview notes without losing the candidateHow to take interview notes on Google Meet and Microsoft Teams without losing the candidate: a light structure, evidence over impressions, a real debrief.Updated 2 September 2026
- GuideDiscovery calls for solo developers: what to ask, what to write down, what to send afterDiscovery call notes for solo developers: what to ask, what to write down verbatim, how to capture next steps, and what to send the same day.Updated 2 September 2026
- GuideWhy Arabic–English meetings break most transcription, and what a two-pass transcript does about itArabic–English transcription breaks when speakers switch mid-sentence. Why single-language recognition fails, and how a two-pass transcript handles it.Updated 2 September 2026
- GuideCan a notetaker bot join a Google Meet or Teams call you don't host?Yes, a notetaker bot can join a Google Meet or Microsoft Teams call you don't host. It joins as a guest, so admission, lobbies and consent still apply.Updated 2 September 2026
- GuidePost meeting recaps to a client's Slack, with action items people can tick offHow TrackHeros posts a Google Meet or Teams meeting recap into a client's Slack channel, @mentions the people on it and answers questions in the thread.Updated 5 September 2026
- GuideSend a client the meeting minutes as a Google Doc in their own Drive folderHow TrackHeros writes a meeting's minutes into a Google Doc in a Drive folder you choose, where the client can read, comment on and edit them.Updated 6 September 2026
- GuideSend meeting notes to Zapier, n8n, Make or any app you already useHow to send a Google Meet or Microsoft Teams meeting summary, decisions and action items to Zapier, n8n, Make or your own endpoint — one webhook per client.Updated 6 September 2026
Get early accessPrivate beta · Google Meet and Microsoft Teams