By Josh Hilliard, Product Marketing Manager for Passare
You’re in an arrangement conference.
You ask a few questions to help the family think about what they might want for their dad’s service:
What was he like?
What would he have wanted people to remember most?
Are there any stories or memories that really capture who he was?
Suddenly, it feels like a race: their words against your handwriting speed. You try to keep up with the flood of stories and memories, scribbling as fast as you can. But before you know it, you have to interrupt and ask them to repeat the last detail they shared.
What if you could just listen? What if all you had to do was simply be with the family?
With AI Notetaker, you can. This feature records, transcribes, and summarizes your arrangement conferences, so nothing gets missed, and you never have to break the moment.
Keep reading to learn 4 ways this new feature will help you focus more on the family during the arrangement conference.
The arrangement conference can be a whirlwind of questions, stories, paperwork, and information. And while you do your best to manage it all, sometimes it can be overwhelming, especially when a family has never been through this before.
When you give a family your undivided attention rather than scribbling on a notepad or form, they feel seen and heard. But it benefits you, too.
With AI Notetaker, all you have to do is press a button on your phone, and your entire meeting is recorded. You never have to interrupt or ask a family to repeat themselves, because it’s all captured in the recording.
Plus, no more notepads, pens that quit mid-sentence, or hand cramps. 😆
The whole point of taking notes is to have something you can reference after the meeting. Unfortunately, a voice memo isn't exactly the easiest thing to search when you need a specific detail, like whether dad was in the Navy, or if he wanted his casket to be navy.
That's where AI Notetaker comes in. It takes the recording and transcribes it, giving you a written record you can reference anytime. AI Notetaker generates a transcript that is:
That way, you and your team have a reliable way to reference everything a family said in the days and weeks after a meeting.
SparkNotes, anyone? Sometimes all you need is a quick summary of the details and action items from your meeting, instead of combing through an hour-long transcript to find one thing.
AI Notetaker generates a concise summary of the conversation in Passare so you can quickly see key decisions and requests.
Need to confirm whether the family decided on white lilies or white roses? Search the summary instead of replaying the entire recording or scrolling through pages of transcript. Think of it as the "quick answers" section, with the deeper details only a tap away.
Capturing notes is helpful, but it’s even better when the whole team has access to them.
With AI Notetaker, as soon as the transcript, summary, and recording finish processing, you'll get a notification on your phone that it’s ready. At that point, all the information will appear on the Files page inside a case in Passare, so any team member can pull it up on desktop or mobile.
That means everyone on your team is up to speed. When a family calls with a follow-up question on your day off, your colleague doesn't have to hunt you down or guess what was discussed. They just check the summary and provide an answer in seconds.
Funeral service is personal. Your software should help you keep it that way. With AI Notetaker, you can focus on the family and make sure no detail gets lost.
With the recording, transcription, and summary all attached to the case in Passare, you and your team can reference key conversations with families and get details in seconds.
Want to see other time-saving AI tools? Check out these articles. >>>
Or if you’d like to see all the ways Passare can improve your business, get a demo with our team.