- AI-Agent
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Create Post-Meeting Note
Turn completed transcripts into searchable team notes
Use this Agent instantly or customize it - no programming needed
- Completed meeting transcriptCompleted meeting transcript
Your transcript shows what speakers said and when.
- Calendar meeting detailsCalendar meeting details
Your calendar details identify the meeting and its invitees.
- Recording IDRecording ID
Your recording ID identifies the meeting across runs.
- Recording linkRecording link
Your recording link lets colleagues open the meeting recording.
- Shared notes libraryShared notes library
Your chosen notes library gives the team one place to find meeting notes.
Your meeting transcript tool sends completed transcripts with calendar details and recording links.
Your meeting notes app finds notes by recording ID and stores searchable meeting pages.
- Meeting review itemMeeting review item
Your notes library holds the recording ID and the details someone needs to check.
- Note linkNote link
Your team can open the new note or the one already saved for that recording ID.
- Meeting noteMeeting note
Your note brings together meeting details, decisions, follow-ups, and the recording link.
- Note linkNote link
Your team can open the new note or the one already saved for that recording ID.
This Agent starts when a completed meeting transcript arrives. It checks the meeting details and searches for an existing note. It files decisions and follow-ups with the recording link in your notes library.
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monday.comUsed as:
- Meeting transcript tool
monday.com sends completed transcripts with calendar details and recording links.
- Meeting notes app
monday.com finds notes by recording ID and stores searchable meeting pages.
ZoomUsed as:
- Meeting transcript tool
Zoom sends completed transcripts with calendar details and recording links.
- Meeting notes app
Zoom finds notes by recording ID and stores searchable meeting pages.
FathomUsed as:
- Meeting transcript tool
Fathom sends completed transcripts with calendar details and recording links.
Fireflies.aiUsed as:
- Meeting transcript tool
Fireflies.ai sends completed transcripts with calendar details and recording links.
tl;dvUsed as:
- Meeting transcript tool
tl;dv sends completed transcripts with calendar details and recording links.
Made for your industry
Create Post-Meeting Note is made for businesses in these industries.
- Advertising and Marketing
Keep campaign meeting decisions and next steps in the team's notes library.
Show all Agents for the Advertising and Marketing industry - Software
Save product meeting decisions beside the recording for later reference.
Show all Agents for the Software industry - Consulting
File client meeting decisions where delivery teams can find them.
Show all Agents for the Consulting industry - Professional Associations
File committee meeting decisions and follow-ups for the team to revisit.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Keep program meeting decisions and follow-ups easy for staff to find.
Show all Agents for the Nonprofit Organizations industry - Architecture and Engineering
Record design review decisions and owners beside the meeting recording.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Capture strategy workshop decisions and assigned follow-ups in shared notes.
Show all Agents for the Management Consulting industry
Made for your role
Create Post-Meeting Note is made for people in these roles.
- Project Coordinator
Capture project decisions and assigned follow-ups from meeting transcripts.
Show all Agents for the Project Coordinator role - Administrative Assistant
Save meeting notes that colleagues can search after each call.
Show all Agents for the Administrative Assistant role - Project Manager
Keep meeting decisions and action owners easy to find as projects move.
Show all Agents for the Project Manager role - Executive Assistant
File leadership meeting decisions with the recording link for easy review.
Show all Agents for the Executive Assistant role - Account Manager
Keep client meeting decisions and follow-ups together for the team.
Show all Agents for the Account Manager role - Team Coordinator
Turn team meeting transcripts into notes with decisions and next steps.
Show all Agents for the Team Coordinator role - Consultant
File client workshop decisions and next steps in the team's notes library.
Show all Agents for the Consultant role - Chief of Staff
Preserve leadership decisions and follow-ups in a shared meeting note.
Show all Agents for the Chief of Staff role - Knowledge Manager
Add searchable meeting notes with links to their recordings.
Show all Agents for the Knowledge Manager role - Customer Success Manager
Record customer meeting commitments and named owners for team follow-up.
Show all Agents for the Customer Success Manager role
Made for your department
Create Post-Meeting Note is made for people in these departments.
- Project Management
Capture project meeting decisions and owners in a searchable note.
Show all Agents for the Project Management department - Client Services
Save client meeting decisions and next steps for delivery teams.
Show all Agents for the Client Services department - Administration
File meeting notes that colleagues can find alongside the recording.
Show all Agents for the Administration department - Executive Office
Keep leadership meeting decisions and follow-ups in shared notes.
Show all Agents for the Executive Office department - Customer Success
Keep customer call decisions and assigned follow-ups easy to revisit.
Show all Agents for the Customer Success department - Knowledge Management
Make meeting decisions searchable with a link to the recording.
Show all Agents for the Knowledge Management department
How Create Post-Meeting Note works
4 steps, in order, on every run.
-
Match the meetingMatch the transcript to the calendar title and time. Flag missing or conflicting details for review instead of guessing.
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Check for an existing noteSearch your chosen notes library by recording ID. Keep the existing page when a note already covers the meeting.
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Summarize decisions and follow-upsSeparate confirmed decisions from discussion. Name a follow-up owner only when the transcript names one.
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File the meeting noteCreate a searchable page with the meeting details and recording link. Mark unclear commitments or an unusable link for review.
How to Get Started
Connect the tools you already use, such as monday.com, Zoom or Fathom.
5 tools
- Connect the meeting account and enable its new-meeting-content webhook with transcripts included.
- Choose the shared meeting-notes library and give the Agent permission to search it and create pages.
- Add title, meeting date, recording ID, and recording URL fields to the notes library, and decide which team members may open the recording link.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Create Post-Meeting Note:
Yes. Your meeting tool needs to send a completed transcript, recording ID, and shareable recording link. The Agent adds the link to your note.
You'll see a review item in your notes library with the recording ID and what needs checking. The Agent does not guess the meeting identity.
You'll see unclear owners or due dates marked for review in the note. The Agent names an owner only when the transcript does.
You choose the shared notes library and allow the Agent to search it and create pages. Add fields for title, date, recording ID, and recording link.
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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