The empty "Call notes" doc is such a familiar failure — three bullets written twenty minutes after the call by whoever was least tired, then a week later nobody can answer whether the import actually failed. Your rule that the raw transcript never goes in as the source of truth is the part I'd steal: five to ten highlighted moments plus a half-page brief keeps the record human, and relistening to a quote with its timestamp before sharing it is a small discipline that prevents tone from getting flattened. Searching for "failed", "workaround" and "wouldn't" is also a neat, cheap way to find the interesting moments instead of rereading an hour.
OneLifeVibe
The empty "Call notes" doc is such a familiar failure — three bullets written twenty minutes after the call by whoever was least tired, then a week later nobody can answer whether the import actually failed. Your rule that the raw transcript never goes in as the source of truth is the part I'd steal: five to ten highlighted moments plus a half-page brief keeps the record human, and relistening to a quote with its timestamp before sharing it is a small discipline that prevents tone from getting flattened. Searching for "failed", "workaround" and "wouldn't" is also a neat, cheap way to find the interesting moments instead of rereading an hour.