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Meeting Notes Transcription

Last updated Oct 15, 2026100% grounded

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.

  1. Start the call: Open your meeting link from the desktop app's menu bar or system tray reminder.
  2. Record the meeting: Press Record when the call starts. The app captures your microphone audio and the call's sound.
  3. 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 Enter key (or Shift + 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

FeatureDescription
Audio RecordingCaptures microphone and call audio on Mac and Windows.
Speaker LabelsAutomatically separates speaker turns with timestamps and color-coding.
AI SummariesGenerates concise markdown summaries organized by topic.
Action ItemsAutomatically extracts tasks with assignees and completion checkboxes.
Meeting SearchSearches across every recorded call, summary, and transcript.
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