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Generate Meeting Notes
Turn recording links into searchable notes with decisions and follow-ups
Use this Agent instantly or customize it - no programming needed
- Recording linkRecording link
Your recording link points to the finished call you want documented.
- TranscriptTranscript
Your recording's transcript gives the Agent the words spoken during the call.
- Meeting detailsMeeting details
Your past meeting provides its title, date, host, and participants.
- Note templateNote template
Your chosen template sets the sections for the finished note.
Your meeting workspace supplies transcripts and meeting details, then saves your notes.
- Recording statusRecording status
You learn when the recording cannot open or its transcript needs more time.
- Meeting details requestMeeting details request
You receive a request for the correct meeting title and date when the match is unclear.
- Meeting noteMeeting note
Your saved note includes verified meeting details, decisions, follow-ups, and the recording link.
- Note linkNote link
You receive a link to the saved note for searching and sharing.
This Agent opens the finished recording link you submit. It checks the transcript against your meeting details, then saves a searchable note. You get its link to share with teammates.
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monday.comUsed as:
- Meeting workspace
monday.com supplies transcripts and meeting details, then saves your notes.
ZoomUsed as:
- Meeting workspace
Zoom supplies transcripts and meeting details, then saves your notes.
Made for your industry
Generate Meeting Notes is made for businesses in these industries.
- Software
Save product meeting decisions and action items beside the recording.
Show all Agents for the Software industry - Consulting
Capture client meeting decisions and next steps in searchable notes.
Show all Agents for the Consulting industry - Professional Associations
Keep committee decisions and follow-ups easy for members to find.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Turn recorded board discussions into notes with agreed follow-ups.
Show all Agents for the Nonprofit Organizations industry - Management Consulting
Document strategy meeting decisions with a link to the recording.
Show all Agents for the Management Consulting industry
Made for your role
Generate Meeting Notes is made for people in these roles.
- Project Coordinator
Save project meeting notes with decisions and follow-ups.
Show all Agents for the Project Coordinator role - Administrative Assistant
Save meeting notes teammates can find without replaying the call.
Show all Agents for the Administrative Assistant role - Project Manager
Record project decisions and assigned follow-ups from meeting transcripts.
Show all Agents for the Project Manager role - Executive Assistant
Turn leadership meeting recordings into searchable decision notes.
Show all Agents for the Executive Assistant role - Account Manager
Keep client meeting decisions and follow-ups beside the recording.
Show all Agents for the Account Manager role - Team Coordinator
Share searchable meeting notes with the team's agreed next steps.
Show all Agents for the Team Coordinator role - Consultant
Capture client decisions and next steps from recorded discussions.
Show all Agents for the Consultant role - Chief of Staff
Capture leadership decisions and follow-ups from recorded meetings.
Show all Agents for the Chief of Staff role - Corporate Secretary
Keep board decisions and follow-ups tied to the source recording.
Show all Agents for the Corporate Secretary role - Customer Success Manager
Turn recorded customer calls into notes with promised follow-ups.
Show all Agents for the Customer Success Manager role - Board Secretary
Draft board meeting notes with decisions and the recording link.
Show all Agents for the Board Secretary role
Made for your department
Generate Meeting Notes is made for people in these departments.
- Project Management
Capture project meeting decisions and the next steps they set.
Show all Agents for the Project Management department - Administration
Make meeting decisions and follow-ups searchable for colleagues.
Show all Agents for the Administration department - Executive Office
Keep leadership meeting decisions linked to their recordings.
Show all Agents for the Executive Office department - Customer Success
Document customer call decisions and agreed follow-ups.
Show all Agents for the Customer Success department - Knowledge Management
Create searchable meeting notes colleagues can trace to recordings.
Show all Agents for the Knowledge Management department - Account Management
Keep client meeting commitments easy to find after each call.
Show all Agents for the Account Management department
How Generate Meeting Notes works
4 steps, in order, on every run.
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Open the recordingRead the processed transcript from your recording link. Ask for an accessible recording if the link fails or transcription is incomplete.
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Match the meetingCompare the recording with past meeting details, including its title and time. Ask the organizer to confirm the meeting if no clear match appears.
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Draft the meeting notePull out the main discussion, clear decisions, and promised follow-ups. Flag unclear speech or missing owners and dates for review.
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Save and share the noteUse your chosen template to save a searchable note with meeting details and the recording link. Return the note link to the organizer.
How to Get Started
Connect the tools you already use, such as monday.com or Zoom.
2 tools
- Enable cloud recording, audio transcription, saved meeting transcripts, meeting summaries, and editable meeting notes in the meeting workspace.
- Keep the relevant calendar connected in the meeting workspace and grant the Agent access to the recordings, past meeting details, and notes it will use.
- Choose a meeting-note template with sections for meeting details, discussion, decisions, follow-ups, and the source 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 Generate Meeting Notes:
Turn on cloud recording and audio transcription in your meeting workspace. Connect your calendar, grant access to meeting assets, and choose a note template.
No. You submit a finished cloud recording link after the call. Your meeting workspace must provide a completed transcript for the Agent to write the note.
You can confirm the correct meeting title and date. The Agent asks before adding uncertain meeting details to your note.
Your note marks the missing detail for review. The Agent only names owners and dates supported by the transcript.
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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