Decision Desk · Issue 02 · complete public learning edition

Before the Bot Joins the Meeting.

Decide whether an AI meeting bot may enter one defined meeting class, for whom, with what authority, notice, meaningful choice, records, retention, correction, and exit controls.

Learning time90 minutes
Teaching9 cumulative lessons
InstrumentPermission + Record Map
Product findingNo nominated vendor

A meeting bot does not create one record.

Capture creates a chain of materials with different meanings and consequences.

01

Raw media

Audio/video capture; highest exposure and rarely the authoritative business record.

Record
02

Transcript

Machine representation with omission, insertion, and attribution risk.

Record
03

Generated summary

Interpretive derivative that can flatten dissent, uncertainty, and conditions.

Record
04

Extracted actions

Tasks or commitments that can create operational consequences.

Record
05

Authoritative record

The human-approved record the organization actually relies upon and corrects.

Record

Nine cumulative lessons.

Each lesson produces part of the instrument below.

01
Issue 02

Decide before the bot joins

Open

A bot icon, calendar notice, beep, click, or silence is not universal permission. Define the meeting class, people, purpose, segments, records, access, retention, and disclosure before capture.

02
Issue 02

One meeting contains multiple contexts

Open

A routine update can become personnel, health, accommodation, legal, safety, customer, or labor discussion. A decision for one segment does not automatically travel.

03
Issue 02

Map people, power, and meaningful choice

Open

Location matters, but so do work power, optionality, refusal cost, access, and whether an equivalent non-capture route exists.

04
Issue 02

Evaluate seven authority layers

Open

Recording is only one layer. Labor, privilege/confidentiality, records/discovery, privacy/sector, accessibility/language, and cross-border questions remain independent.

05
Issue 02

Separate five records

Open

Raw media, transcript, generated summary, extracted actions, and a human-approved authoritative record have different owners, risks, access, retention, and correction.

06
Issue 02

Trace exact configuration and data flow

Open

Enterprise branding does not prove training, subprocessors, storage, support access, deletion, or change controls. Freeze the exact configuration or record no-product.

07
Issue 02

Test with synthetic meetings

Open

Test omission, insertion, attribution, action ownership, dissent, uncertainty, language/accent, interruption, audio quality, and sensitive transitions.

08
Issue 02

Design controls people can use

Open

Provide objection, pause, exit, correction, withdrawal, non-capture alternatives, incident response, and stop authority without retaliation or lost access.

09
Issue 02

Issue a bounded disposition

Open

Choose no capture, human notes, redesign plus synthetic test, or separate approval for a bounded pilot. None equals universal compliance clearance.

Some contexts fail closed.

  • privileged or legal-strategy discussion
  • personnel discipline or performance
  • protected labor activity
  • health or care information
  • security incident or safety report
  • sensitive community or listening session
  • relationship repair
  • accommodation disclosure
  • active dispute or investigation
  • any segment without meaningful refusal or an equivalent non-capture path

Meeting Capture Permission and Record Map

Complete this for one precisely defined, nonconfidential meeting class. Never enter names, disputes, agreements, recordings, transcripts, credentials, or confidential facts.

0/9map sections drafted
This instrument cannot grant legal clearance or permission to record.
Unresolved authority, meaningful-choice, retention, or objection questions fail closed to human notes or no capture.
Bounded disposition

Restoring your local record…

The public educational product is usable; recording authorization is not included.

Any real meeting requires current jurisdiction-, sector-, relationship-, agreement-, and configuration-specific review plus actual organizational authority.