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File In-Person Meeting Notes
Turn phone recordings into searchable team meeting notes
Use this Agent instantly or customize it - no programming needed
- Meeting detailsMeeting details
Your meeting title, recording times, recorder, and recording ID identify this meeting.
- Invitee listInvitee list
Your calendar invitees are people invited, not confirmed attendees.
- TranscriptTranscript
Your timestamped transcript shows what people said and any supported speaker names.
- Meeting summaryMeeting summary
Your recorder's summary helps identify the main topics and explicit decisions.
- Action itemsAction items
Your recorder's action items include known owners and useful playback times.
- Recording linkRecording link
Your recording link lets note readers check the original audio.
Your phone recorder shares finished room meetings with speech, meeting details, and an audio link.
- Meeting noteMeeting note
Your team can search this page for discussion, decisions, and follow-ups or see what needs review.
- Note linkNote link
Your organizer can open this page to review names and missing details.
Your searchable note library holds the meeting pages your team can search and review.
- Meeting noteMeeting note
Your team can search this page for discussion, decisions, and follow-ups or see what needs review.
- Note linkNote link
Your organizer can open this page to review names and missing details.
- Meeting noteMeeting note
Your team can search this page for discussion, decisions, and follow-ups or see what needs review.
- Note linkNote link
Your organizer can open this page to review names and missing details.
This Agent waits for a finished phone recording you marked 'In-person:'. It checks the transcript for decisions and supported speaker names. It files a searchable team note with follow-ups and the recording link.
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Google DriveUsed as:
- Phone recorder
Google Drive shares finished room meetings with speech, meeting details, and an audio link.
NotionUsed as:
- Searchable note library
Notion holds the meeting pages your team can search and review.
monday.comUsed as:
- Phone recorder
monday.com shares finished room meetings with speech, meeting details, and an audio link.
ClickUpUsed as:
- Searchable note library
ClickUp holds the meeting pages your team can search and review.
ZoomUsed as:
- Phone recorder
Zoom shares finished room meetings with speech, meeting details, and an audio link.
- Searchable note library
Zoom holds the meeting pages your team can search and review.
Google ContactsUsed as:
- Phone recorder
Google Contacts shares finished room meetings with speech, meeting details, and an audio link.
Microsoft Office 365Used as:
- Searchable note library
Microsoft Office 365 holds the meeting pages your team can search and review.
Made for your industry
File In-Person Meeting Notes is made for businesses in these industries.
- Software
Log planning meeting decisions and action owners with the audio.
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File client workshop decisions with the recording for later review.
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Capture jobsite meeting decisions and follow-ups in one note.
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File committee discussion and decisions for staff follow-up.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Keep program meeting decisions and follow-ups easy to find.
Show all Agents for the Nonprofit Organizations industry - Architecture and Engineering
Save design review decisions beside the room recording.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Keep strategy session decisions and owners easy to revisit.
Show all Agents for the Management Consulting industry
Made for your role
File In-Person Meeting Notes is made for people in these roles.
- Project Coordinator
File meeting actions where the project team can find them.
Show all Agents for the Project Coordinator role - Administrative Assistant
File meeting notes with invitees and recording links.
Show all Agents for the Administrative Assistant role - Project Manager
Log meeting decisions and owners for project follow-up.
Show all Agents for the Project Manager role - Executive Assistant
Put leadership meeting notes and audio in the shared library.
Show all Agents for the Executive Assistant role - Operations Coordinator
File cross-team meeting follow-ups in a searchable note.
Show all Agents for the Operations Coordinator role - Client Delivery Manager
Keep client meeting commitments visible to the delivery team.
Show all Agents for the Client Delivery Manager role - Team Coordinator
Turn team meeting recordings into searchable notes.
Show all Agents for the Team Coordinator role - Consultant
File client session decisions with the original audio.
Show all Agents for the Consultant role - Product Manager
Capture planning decisions and owners from room discussions.
Show all Agents for the Product Manager role - Chief of Staff
Keep leadership decisions and follow-ups easy to revisit.
Show all Agents for the Chief of Staff role - Knowledge Manager
Add meeting decisions to the team's searchable note library.
Show all Agents for the Knowledge Manager role
Made for your department
File In-Person Meeting Notes is made for people in these departments.
- Project Management
Keep project meeting decisions and action owners together.
Show all Agents for the Project Management department - Client Services
Keep client meeting commitments available for team follow-up.
Show all Agents for the Client Services department - Administration
Turn recorded room meetings into shared, searchable notes.
Show all Agents for the Administration department - Operations
Track decisions and owners from cross-team meetings.
Show all Agents for the Operations department - Executive Office
File leadership meeting decisions with links to the audio.
Show all Agents for the Executive Office department - Product Management
Capture product planning decisions from in-person meetings.
Show all Agents for the Product Management department - Knowledge Management
Add meeting decisions and recordings to the shared library.
Show all Agents for the Knowledge Management department
How File In-Person Meeting Notes works
4 steps, in order, on every run.
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Select the finished recordingUse a completed phone recording when its title starts with 'In-person:'. Read its meeting details and transcript.
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Identify decisions and follow-upsPull explicit decisions and action items from the transcript. Name speakers and owners only where the recording supports them.
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File the team noteCreate a searchable page for the meeting's discussion and decisions. Add follow-ups and a link to the recording.
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Mark details for reviewLabel invitees as unconfirmed and flag unclear details for the organizer. Leave uncertain speakers or owners unnamed.
How to Get Started
Connect the tools you already use, such as Google Drive, Notion or monday.com.
7 tools
- Connect the organizer's iPhone recorder and allow microphone access; the organizer starts and stops capture for each in-person meeting after telling participants it is being recorded.
- Have the organizer start each qualifying recording with a title beginning 'In-person:' and keep scheduled meeting invitees current.
- Connect a shared meeting-notes library with permission to create pages, and choose who on the team may open its notes and recording links.
- Configure the recording service's signed content-ready webhook to include transcript, summary, and action items.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the File In-Person Meeting Notes:
Yes. You start and stop the phone recording after telling participants. Start the title with 'In-person:' for meetings you want filed.
Your calendar invitees appear as unconfirmed. If none exist, the note marks attendance unknown and asks you to fill it in.
You still get a note with available meeting details. The note flags unclear discussion or a missing link for your review.
You choose who can open the shared notes and recording links during setup. Make the recording accessible to the readers you select.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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