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Finish AI Meeting Notes

Check decisions and follow-ups, then file notes with a recording link

Use this Agent instantly or customize it - no programming needed

Finish and file the meeting note
Reads
  • Draft meeting notes
    Draft meeting notes

    Your draft includes the generated summary and suggested follow-ups.

  • Meeting transcript
    Meeting transcript

    Your transcript lets you confirm what the team decided and assigned.

  • Meeting details
    Meeting details

    Your meeting title, time, and participants identify the conversation behind the report.

  • Recording link
  • Note format
    Note format

    Your chosen format guides how the finished note presents decisions and follow-ups.

  • Shared meeting folder
    Shared meeting folder

    Your chosen folder gives colleagues one place to find the finished note.

Meeting service
Meeting service

Your meeting service provides the report and recording, then keeps finished notes in your shared folder.

Does your report lack a transcript or working recording?YesNo
Mark the missing source for the coordinator
Writes
  • Missing source note
    Missing source note

    Your report names the missing transcript or recording for the coordinator to resolve.

Check draft decisions and follow-ups against the transcript
Is this report already in your shared folder?YesNo
Update the existing report with checked notes and a recording link
Writes
  • Finished meeting note
    Finished meeting note

    Your note includes confirmed decisions, follow-ups, and a recording link, with uncertain owners flagged.

  • Shared report location
    Shared report location

    Your report link leads to the finished note in your chosen shared folder.

Save the checked note and file the report in the shared folder
Writes
  • Finished meeting note
    Finished meeting note

    Your note includes confirmed decisions, follow-ups, and a recording link, with uncertain owners flagged.

  • Shared report location
    Shared report location

    Your report link leads to the finished note in your chosen shared folder.

This Agent starts when a draft meeting report is ready. It checks the summary against the transcript and fixes decisions and follow-ups. It adds the recording link and files the report in your shared folder.

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monday.com
Used as:
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Zoom
Used as:
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Made for your industry

Finish AI Meeting Notes is made for businesses in these industries.

Made for your role

Finish AI Meeting Notes is made for people in these roles.

Made for your department

Finish AI Meeting Notes is made for people in these departments.

How Finish AI Meeting Notes works

4 steps, in order, on every run.

  1. Open the meeting reportOpen the draft and transcript, then check its recording link. Flag any missing source for the coordinator.
  2. Check decisions and follow-upsCompare the draft with the transcript. Keep confirmed decisions and name owners or dates only when people stated them.
  3. Update the shared notesAdd supported decisions and follow-ups to the report. Include a labeled link to its recording.
  4. File the completed reportAdd the updated report to your chosen shared folder. Update the existing report if it is already there.

How to Get Started

Connect your tools

Connect the tools you already use, such as monday.com or Zoom.

2 tools
Set your rules
  • Choose the shared meeting-history folder and give the Agent editor access to the meeting reports and that folder.
  • Enable report-ready delivery, transcripts, and recording playback for the meetings this Agent should handle.
  • Set the note format: meeting title and date, key discussion, confirmed decisions, follow-ups with named owners and dates when stated, and a recording link.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Finish AI Meeting Notes:

What do I need to set up?

Choose your shared folder and note format, then grant editor access. Enable report-ready delivery, transcripts, and recording playback for the meetings you want covered.

What if a decision or follow-up is unclear?

The Agent checks the transcript before adding a decision. Your coordinator sees a note to confirm any follow-up without a stated owner or date.

What if the transcript or recording is missing?

The Agent leaves that report out of the shared folder and flags the missing source on the report. Your coordinator can resolve it.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

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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