Watch the Video and Comment Here on Loom

Thank you to everyone who attended the November Q&A session! I am testing out some shorter video formats that are more focused on one step, tool or task based on your feedback as I wish to continue to better this program for you!

This week we will break it down with shorter clips as we outline the design process and where AI can be infused! Here in day 2 of the AI Powered Workflows December week 2 DAIly training, I walk you through my typical design project workflow, showcasing how I utilize software and tools for designers. I share insights on project kickoffs, utilize transcripts for project updates, and leverage AI assistants for design tasks.

Client Project Kickoff Workflow (Transcripts + Chat GPT)

Programs Referenced-

Chat GPT

Fathom AI

Zoom

Objective

To efficiently kick off a new client project by utilizing AI-powered tools to generate transcripts and summaries from initial client meetings.

Key Steps:

1. Schedule a Kickoff Session: Arrange a meeting with the new client to gather project details.

2. Use Fathom for Transcription: Utilize Fathom to record and transcribe the meeting, generating a detailed summary.

3. Copy Transcript: Copy the generated transcript for reference and further action.

4. Utilize Chat GPT: Input the transcript into Chat GPT to create detailed notes, ask questions, and plan next steps.

5. Review Design Preferences: Note down client's design style preferences, color choices, space requirements, and functional needs.

6. Search for Specific Information: Use the transcript to search for specific details mentioned by the client during the meeting.

7. Continued Conversation: Use the transcript as a starting point for future meetings, adding new transcripts to track progress and plan further actions.

Cautionary Notes

- Ensure confidentiality and privacy when using AI tools for client meetings.

- Verify accuracy of transcriptions and summaries to avoid misinterpretation of client requirements.

- Regularly update and refine the AI assistant to align with specific design workflows and preferences.

Tips for Efficiency

- Customize a GPT assistant tailored to your design workflow for enhanced efficiency.

- Use AI tools to automate scheduling, task lists, and calendar updates for streamlined project management.

- Regularly review and update AI tools to leverage new features and improvements for enhanced productivity.