- AI-Agent
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Create Meeting Notes
File meeting notes from recordings without a bot
Use this Agent instantly or customize it - no programming needed
- recorded meeting detailsrecorded meeting details
Your meeting ID and actual start time help match the recording to the right calendar entry.
- meeting transcriptmeeting transcript
Your completed transcript supplies the discussion for the note when its text is clear enough.
- recording linkrecording link
Your restricted playback link lets the intended readers open the meeting recording.
- scheduled meetingsscheduled meetings
Your calendar entries provide meeting links and times for finding the right occurrence.
- existing meeting notesexisting meeting notes
Your existing notes show whether this recorded session already has a note.
- private filing locationsprivate filing locations
Your chosen calendar and unmatched-meetings page give each recording a private place to go.
Your meeting recording service starts the recording and provides the transcript, meeting details, and private playback link.
Your meeting calendar holds scheduled meetings and private pages where the Agent files searchable notes.
- unmatched meetingunmatched meeting
Your private unmatched-meetings page holds the session details and recording link for you to place.
- filing retryfiling retry
Your meeting stays in the Agent's retry queue until the private page can accept its note.
- filing failure noticefiling failure notice
Your meeting-notes workspace tells you when the Agent cannot add a note to its page.
- meeting notemeeting note
Your private calendar page gets a searchable recap or a review flag when the transcript is unclear.
- recording referencerecording reference
Your meeting note includes the restricted playback link and the recorded session ID.
- meeting notemeeting note
Your private calendar page gets a searchable recap or a review flag when the transcript is unclear.
- recording referencerecording reference
Your meeting note includes the restricted playback link and the recorded session ID.
This Agent waits for a scheduled meeting's transcript. It matches the recording to your private calendar entry. Then it files a searchable recap and restricted recording link.
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Microsoft OutlookUsed as:
- Meeting calendar
Microsoft Outlook holds scheduled meetings and private pages where the Agent files searchable notes.
monday.comUsed as:
- Meeting recording service
monday.com starts the recording and provides the transcript, meeting details, and private playback link.
ZoomUsed as:
- Meeting recording service
Zoom starts the recording and provides the transcript, meeting details, and private playback link.
- Meeting calendar
Zoom holds scheduled meetings and private pages where the Agent files searchable notes.
Made for your industry
Create Meeting Notes is made for businesses in these industries.
- Advertising and Marketing
File client campaign call recaps beside their scheduled meetings.
Show all Agents for the Advertising and Marketing industry - Software
Keep product planning discussions searchable on meeting pages.
Show all Agents for the Software industry - IT Services
Tie client implementation call notes to their scheduled meetings.
Show all Agents for the IT Services industry - Consulting
Save client workshop notes on the matching private calendar entry.
Show all Agents for the Consulting industry - Professional Associations
Keep committee meeting recaps and recordings on private meeting pages.
Show all Agents for the Professional Associations industry - Architecture and Engineering
Keep design review decisions with the meeting they came from.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Capture stakeholder decisions from recorded strategy meetings.
Show all Agents for the Management Consulting industry
Made for your role
Create Meeting Notes is made for people in these roles.
- Project Coordinator
Link project meeting notes to the right calendar entry.
Show all Agents for the Project Coordinator role - Project Manager
Capture project decisions and follow-ups from recorded calls.
Show all Agents for the Project Manager role - Executive Assistant
File leaders' meeting recaps on their private calendar entries.
Show all Agents for the Executive Assistant role - Account Manager
Keep client call recaps beside their restricted recordings.
Show all Agents for the Account Manager role - Team Coordinator
Put team meeting recaps on the matching private calendar page.
Show all Agents for the Team Coordinator role - Consultant
Save client discussion notes under the scheduled meeting.
Show all Agents for the Consultant role - Product Manager
File product planning discussions on the matching meeting page.
Show all Agents for the Product Manager role - Customer Success Coordinator
Keep customer meeting follow-ups with the right call recording.
Show all Agents for the Customer Success Coordinator role - Chief of Staff
Keep leadership decisions searchable on the right meeting page.
Show all Agents for the Chief of Staff role
Made for your department
Create Meeting Notes is made for people in these departments.
- Project Management
Track project decisions on the matching meeting page.
Show all Agents for the Project Management department - Client Services
Save client meeting notes on their private calendar pages.
Show all Agents for the Client Services department - Administration
File meeting recaps on the right private calendar entry.
Show all Agents for the Administration department - Executive Office
Keep leadership meeting decisions and recordings together.
Show all Agents for the Executive Office department - Product Management
Save product discussion notes with the recorded planning call.
Show all Agents for the Product Management department - Customer Success
Keep customer call recaps beside the meeting recording.
Show all Agents for the Customer Success department
How Create Meeting Notes works
4 steps, in order, on every run.
-
Read the finished transcriptDownload the completed transcript and keep the restricted recording link ready for the note.
-
Find the right calendar entryCompare the meeting ID and time with your private calendar. Send unclear matches to your unmatched-meetings page.
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Write a faithful recapSummarize the discussion and confirmed decisions. Include stated follow-ups without guessing at missing details.
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File the note and recording linkCheck whether the session is already filed. Add the recap and restricted link to the matching calendar entry.
How to Get Started
Connect the tools you already use, such as Microsoft Outlook, monday.com or Zoom.
3 tools
- Enable automatic cloud recording and audio transcription for the scheduled online meetings, including meetings that participants may start before the host joins.
- Connect the recording account with access to transcript files and recording links, and restrict playback to the intended viewers.
- Choose a private meeting calendar whose entries already contain the meeting title, start and end times, meeting link or ID, and intended readers; grant the Agent access to read and update those pages.
- Set a private unmatched-meetings page for recordings with no unique calendar match.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Create Meeting Notes:
No. You enable native cloud recording and transcription in your meeting tool. The Agent works from the finished transcript after the call.
You choose a private meeting calendar with meeting links or IDs. Grant access to its pages and limit recording playback to your intended readers.
You choose a private unmatched-meetings page. The Agent puts the session details and recording link there for you to place.
You still get verified meeting details and the recording link. The note marks the discussion for your review.
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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