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Meeting Notes

Capture, organize, and share meeting insights with your team

ℹ️ Smart Note Taking: Capture meeting discussions, decisions, and action items. Use AI transcription and automatic summarization to save time.
Workflow

From live meeting to searchable follow-up

1
Create note Start a note for the meeting or project update.
2
Record or write Capture discussion, decisions, and open questions.
3
Transcribe Let AI turn audio into usable meeting text.
4
Summarize Generate key points, decisions, and risks.
5
Assign actions Turn commitments into owned next steps.
6
Share and search Keep the note available for the team and AI Brain.
Meeting Notes interface

What are Meeting Notes?

Meeting Notes help you:

  • Capture discussions and key points in real-time
  • Record action items and decisions
  • Share meeting summaries with team members
  • Reference historical discussions
  • Track follow-ups and commitments

Creating Meeting Notes

Starting a New Note

  1. Click Meeting Notes in the left sidebar
  2. Click + New Note
  3. Enter the meeting title and date
  4. Add attendees from your team
  5. Click Create

Editing Your Notes

Once created, you can:

  • Add rich text formatting (bold, italics, lists)
  • Insert links and attachments
  • Tag team members for action items
  • Add timestamps for important sections

Key Features

Audio Recording & Transcription

You can record your meeting and get automatic transcription:

  1. Click the Record button while in a note
  2. Discuss your meeting normally
  3. Click Stop Recording when done
  4. AI will transcribe the audio automatically
  5. Edit the transcription as needed

AI Summarization

Automatically summarize your notes:

  • Click Summarize button
  • AI generates a concise summary of key points
  • Customize the summary length
  • Share summary with team members

Action Items

Organize and track decisions and tasks:

  • Tag items with @ActionItem or use the action item button
  • Assign responsible team members
  • Set due dates for follow-ups
  • Create calendar tasks automatically

Decision Log

Capture important decisions made in meetings:

  • Use Decision: prefix or decision button
  • Decisions are automatically highlighted
  • Easy to search and reference later

Organizing Notes

Note Folders

Organize your notes into folders:

  • Create folders for different project phases or meeting types
  • Move notes between folders
  • Pin important folders for quick access

Tagging and Search

Tag your notes for easy discovery:

  • Add tags when creating notes
  • Search by tag, date, or attendee
  • Filter notes by project or team

Team Collaboration

Sharing Notes

Share meeting notes with your team:

  1. Open the note you want to share
  2. Click Share
  3. Select team members or make it team-wide
  4. Choose view or edit permissions

Comments and Discussion

Collaborate on notes:

  • Add comments to specific sections
  • Use @mentions to get attention
  • Track changes and versions

Notifications

Team members are notified when:

  • Notes are shared with them
  • They're @mentioned in notes
  • Due dates for their action items approach

Best Practices

  • Capture decisions: Always note who decided what and why
  • Be specific with action items: Include owner, deadline, and context
  • Share promptly: Send notes within 24 hours of the meeting
  • Link to related items: Connect notes to relevant tasks or projects
  • Archive old notes: Keep your active notes organized
  • Use consistent formatting: Help your team quickly scan notes
Meeting Notes
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