Overview
The Meeting Notes Transcription feature automatically captures, transcribes, and organizes your calls so you never have to scramble to write things down. When you record a meeting using the desktop app, the software captures both your microphone and the call audio. Once you hang up, it generates an automated, speaker-attributed transcript alongside an AI-processed summary, structured topic sections, and actionable task items.
Recording and Creating Meeting Notes
You can record live meetings or manage your meeting notes directly from the desktop or web interface.
- Start the call: Open your meeting link from the desktop app's menu bar or system tray reminder.
- Record the meeting: Press Record when the call starts. The app captures your microphone audio and the call's sound.
- Review the output: Shortly after you hang up, the app processes the recording and populates your meeting page with a summary, action items, and a full transcript.
Note
Recording and automated AI notes require a paid plan. You can view all your past recorded calls by visiting the Meetings page in your dashboard.
Automated Speaker Transcriptions
Understanding the Transcript View
The transcript view preserves the verbatim conversation while cleaning up punctuation, capitalization, and filler words (such as "um" or "like").
Speaker Diarization and Attribution
The software separates conversation turns by speaker and timestamp. In one-to-one calls, participants are automatically recognized. For group calls, you can view color-coded speaker dots and easily rename generic labels (like "Participant 2") to match actual attendees.
Transcript Search and Navigation
The transcript view features an integrated search bar that helps you find specific terms across long conversations:
- Type a keyword to highlight all matching occurrences in the transcript.
- Use the
Enterkey (orShift + Enter) to jump forward and backward through search results. - The active search match automatically centers on your screen as you navigate.
Editing Rich Notes and AI Summaries
Every meeting note comes with a clean, structured workspace split into AI-generated insights and your own private notes.
- AI Notes: Automatically created summaries grouped by topic, featuring key points, decisions, and follow-ups.
- Private Notes: A dedicated space below the AI summary where you can type your own notes freely. Your edits save automatically as you type.
Tip
If you make changes to a note while offline or across multiple tabs, the system uses optimistic concurrency control to prevent you from accidentally overwriting newer changes.
Tracking Action Items
Action Items Overview
Action items are automatically extracted from your meeting conversations and displayed in an interactive checklist block at the top of your notes page.
Managing Action Items
- Check off tasks: Click the circular checkbox next to any action item to mark it as complete. Completed items move to the bottom and strike through.
- Assign owners: Click the assignee badge next to an item to open a roster picker. You can assign tasks directly to meeting attendees or the meeting organizer.
- Add or edit items: Click the + Add button to create new custom action items, or hover over an existing item to edit its title and details or delete it.
Summary of Meeting Note Features
| Feature | Description |
|---|---|
| Audio Recording | Captures microphone and call audio on Mac and Windows. |
| Speaker Labels | Automatically separates speaker turns with timestamps and color-coding. |
| AI Summaries | Generates concise markdown summaries organized by topic. |
| Action Items | Automatically extracts tasks with assignees and completion checkboxes. |
| Meeting Search | Searches across every recorded call, summary, and transcript. |
Related
On This Page
OverviewRecording and Creating Meeting NotesAutomated Speaker TranscriptionsUnderstanding the Transcript ViewSpeaker Diarization and AttributionTranscript Search and NavigationEditing Rich Notes and AI SummariesTracking Action ItemsAction Items OverviewManaging Action ItemsSummary of Meeting Note FeaturesRelated