Capture meeting notes

Turn any conversation into clean, searchable notes.

Turn Meeting Notes on first

Meeting Notes is one of eight pages hidden from the sidebar on a new account. If you can't find it under Capture, scroll to the bottom of the sidebar and click Show all features, or open Settings and use the Navigation section. Then open Meeting Notes from the Capture section to get started.

Three ways to capture

• Record Meeting: record through your computer's microphone right in your knowledge base, then stop when you're done. It captures what your microphone hears.
• Paste Transcript: already have a transcript from another tool? Paste it in directly.
• Upload Recording: drop in an existing audio or video file and it gets transcribed for you. Audio files (MP3, WAV, M4A) can be up to 25 MB. Video files (MP4, WebM, MOV) can be any size, but the sound pulled from them must also come in under 25 MB, so trim very long videos first.

Let AI do the work

Once your recording is transcribed (or your transcript is in), your knowledge base pulls out the important parts automatically under five headings:

• Summary: what the meeting was about in a few lines
• Key Topics: the threads that took up the most time
• Decisions Made: what was actually settled
• Action Items: who owes what
• Unresolved Questions: what was raised and left open

You also get detailed notes below the summary. Click Make More Thorough or Make More Concise to rework them, or edit them yourself.

Turn action items into to-dos

Tick the action items you want to act on and click Create Todos to add them to your To-Do list. Download DOCX gives you a Word copy to share.

Keep it searchable

Click Save to Knowledge Base so you can ask about the meeting later in chat (for example, "What did we decide about the launch date?"). The button changes to Saved to Knowledge Base once it's ready to search.

Next

• Capture quick notes and ideas
• Search and chat with your knowledge