Organizing Meeting Notes

Overview

Organizing and managing your meeting notes effectively helps you keep track of crucial decisions, discussions, and follow-ups. Whether you are creating manual notes or reviewing AI-processed call transcripts, the software provides powerful tools to customize tags, automatically enhance meeting summaries, and link action items directly to participants.

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Organizing Notes with Custom Tags

Managing custom tags and categories

Tags allow you to categorize and filter your past meetings by topic, project, or department.

How to create and apply a custom tag

1. Open any meeting note from your meetings list or calendar event panel.
2. Locate the tag chips area in the meeting header.
3. Add or select existing tags to categorize the discussion.
4. To create a new tag, use the tag management interface to assign a custom name, choose an identifying icon, emoji, and color scheme, and optionally add a description.

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Enhancing Meeting Summaries with AI

Understanding AI-generated summaries

When you record a meeting or upload a transcript, the software automatically processes the conversation to generate clear, structured summaries and clean transcripts. The summary includes:

• Overview: Concise 2 to 6 bullet points summarizing the main topics of the call.
• Topic Sections: Detailed headings ordered chronologically by when subjects were discussed.
• Action Items: Explicit commitments or requests identified in the conversation.
• Speaker Attribution: Automatically maps generic speaker labels to meeting attendees when the conversation makes ownership clear.

Re-enhancing meeting notes

If you want to refresh or regenerate the AI notes:

1. Open the meeting note detail view.
2. Click the Enhance button in the header.
3. Confirm the prompt to replace existing AI notes.

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Linking Action Items to Participants

Tracking tasks and owners

Action items extracted from meetings or added manually can be tracked and assigned directly to meeting participants:

• Assignees: Action items automatically attribute owners based on who committed to the task during the conversation, matching names against the meeting participant roster.
• Status tracking: Check off tasks as completed directly from the meeting note view. Completed action items keep their completion history even if the AI notes are updated or re-enhanced.

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Summary of Meeting Note Features

Related

• Meeting Notes Transcription