Summr — AI Meeting Note Taker
Overview
What is Summr?
An AI-powered meeting assistant built for business professionals, consultants, sales leaders, and teams who manage multiple meetings daily.
How it works
It automatically joins meetings, records conversations, transcribes them, and generates structured AI summaries—eliminating manual note-taking.
Project Goal
Reduce meeting documentation effort and help teams capture key insights without interrupting their workflow.
My Role
As an Associate UI/UX Product Designer, I led the end-to-end design process, collaborating with cross-functional teams to design and deliver user-centered product experiences.
- UX research & competitor analysis
- Information architecture and user flows
- Wireframing and Vibe coding
- High-fidelity UI design
- Design system development
- Developer collaboration
- Usability testing and iterations
The Problem
Professionals spend significant time documenting meeting discussions, which often leads to:
Lost Context
Lost or incomplete meeting notes scattered across multiple docs.
Low Engagement
Reduced engagement during conversations due to mental overhead.
Time Consuming
Excessive manual documentation after back-to-back meetings.
Financial advisors and business teams needed a reliable way to capture meeting outcomes without interrupting the conversation flow.
How It Got Built
Discover
Stakeholder interviews & competitive audit of Otter.ai, Fireflies.ai, Jump AI
Define
Identifying Key User Needs & Pain Points
Architect
Built information architecture & explored interaction models via Figma Make
Design
High-fidelity UI with a scalable design system, built for live-meeting focus
Test & Ship
Usability tests with stakeholders — iterated, refined, moved to production
Research & Insights
Research included stakeholder interviews, user feedback, and competitor analysis of tools like Otter.ai, Jump AI, and Fireflies.ai.
Distracted Engagement
Manual note-taking reduces engagement. Users struggled to focus on conversations while writing.
Missed Insights
Important details are often lost when teams frequently rely on memory or incomplete notes.
Editable Summaries
AI summaries must remain fully editable so users can review and refine AI-generated outputs.
Knowledge Base
Meeting knowledge should be deeply searchable. Quick access to past meetings is highly valuable.
Deep Analytics
Users want meeting analytics, including keyword tracking and detecting the most discussed topics.
Ask the AI
Users want to actively ask questions about past meetings using AI chat to retrieve past insights.
Financial advisors and business teams needed a reliable way to capture meeting outcomes without interrupting the conversation flow.
Define
Defined key product features for the roadmap:
- Simple onboarding flow
- Join meetings via link or calendar
- In-person meeting recording
- Add note taker without joining
- Calendar integration
- Automated transcription
- Structured AI meeting summaries
- Meeting knowledge base
- Action item extraction
- Meeting analytics
- User & team management
- Ask questions about past meetings
Financial advisors and business teams needed a reliable way to capture meeting outcomes without interrupting the conversation flow.
Execution Phase
Ideate
Developed the information architecture and explored interaction models using Figma Make to design workflows for recording, transcript viewing, summaries, and user management.
Design
Created interactive prototypes using Figma and Figma Make, establishing the scalable UI system, and collaborated closely with engineering teams.
Test
Conducted usability testing with internal teams and stakeholders to refine workflows, simplify navigation, and improve clarity before final handoff.
UI Design & Design System
Summr in Action
