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File AI Meeting Notes
Turn recorded online meetings into searchable team notes
Use this Agent instantly or customize it - no programming needed
- Meeting detailsMeeting details
Your meeting title, date, invitees, and recording link identify the finished call.
- Meeting contentMeeting content
Your call's transcript, summary, and action items supply the substance for the note.
- Team notes areaTeam notes area
Your chosen team area tells the Agent where to file the meeting page.
Zoom sends the finished call's details and notes when they are ready.
Your team notes library holds searchable meeting pages in the team area you choose.
- Organizer alertOrganizer alert
Your organizer hears which missing link or save problem needs attention.
- Meeting noteMeeting note
Your team can search one dated page for the discussion, follow-ups, and recording.
- Note linkNote link
Your organizer can open the new meeting page from this link.
- Organizer alertOrganizer alert
Your organizer hears which missing link or save problem needs attention.
- Meeting noteMeeting note
Your team can search one dated page for the discussion, follow-ups, and recording.
- Note linkNote link
Your organizer can open the new meeting page from this link.
This Agent waits until a selected online meeting's notes are ready. It checks the transcript for decisions and follow-ups. It files a dated note with the recording link in your team's library.
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NotionUsed as:
- Team notes library
Notion holds searchable meeting pages in the team area you choose.
ClickUpUsed as:
- Team notes library
ClickUp holds searchable meeting pages in the team area you choose.
ZoomUsed as:
- AI meeting note taker
Zoom sends the finished call's details and notes when they are ready.
- Team notes library
Zoom holds searchable meeting pages in the team area you choose.
Microsoft Office 365Used as:
- Team notes library
Microsoft Office 365 holds searchable meeting pages in the team area you choose.
Made for your industry
File AI Meeting Notes is made for businesses in these industries.
- Advertising and Marketing
Save campaign call decisions in the team's notes library.
Show all Agents for the Advertising and Marketing industry - Software
Make product meeting decisions searchable after each call.
Show all Agents for the Software industry - IT Services
Keep client service call decisions linked to their recordings.
Show all Agents for the IT Services industry - Consulting
File client meeting decisions where engagement teams can find them.
Show all Agents for the Consulting industry - Professional Associations
File committee meeting decisions for staff to revisit.
Show all Agents for the Professional Associations industry - Event Management
Capture event planning decisions and follow-ups after calls.
Show all Agents for the Event Management industry
Made for your role
File AI Meeting Notes is made for people in these roles.
- Project Coordinator
Save project call actions in the shared notes library.
Show all Agents for the Project Coordinator role - Administrative Assistant
File meeting notes for colleagues to find later.
Show all Agents for the Administrative Assistant role - Project Manager
Keep project meeting decisions and owners easy to revisit.
Show all Agents for the Project Manager role - Executive Assistant
Keep leadership meeting notes linked to their recordings.
Show all Agents for the Executive Assistant role - Operations Coordinator
Keep cross-team meeting actions easy to find.
Show all Agents for the Operations Coordinator role - Team Coordinator
File call decisions where teammates can find them.
Show all Agents for the Team Coordinator role - Consultant
Save client discussion and agreed next steps after each call.
Show all Agents for the Consultant role - Product Manager
Record product decisions in a note linked to the call.
Show all Agents for the Product Manager role - Chief of Staff
Capture leadership decisions and follow-ups after calls.
Show all Agents for the Chief of Staff role - Knowledge Manager
Add searchable meeting decisions to the team library.
Show all Agents for the Knowledge Manager role - Client Services Coordinator
File client call follow-ups where the team looks for them.
Show all Agents for the Client Services Coordinator role
Made for your department
File AI Meeting Notes is made for people in these departments.
- Project Management
Keep project meeting decisions searchable for delivery teams.
Show all Agents for the Project Management department - Client Services
Save client meeting follow-ups where account teams can find them.
Show all Agents for the Client Services department - Administration
File meeting notes in the shared area the office uses.
Show all Agents for the Administration department - Operations
Keep coordination meeting actions in shared notes.
Show all Agents for the Operations department - Executive Office
Preserve leadership decisions and actions after each call.
Show all Agents for the Executive Office department - Product Management
File product meeting decisions with their recording links.
Show all Agents for the Product Management department - Knowledge Management
Add dated meeting notes to the team's searchable library.
Show all Agents for the Knowledge Management department
How File AI Meeting Notes works
3 steps, in order, on every run.
-
Check the finished meetingConfirm the selected call and its recording details. Stop and tell the organizer if the recording link is missing.
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Pull out decisions and follow-upsRead the transcript and summary. Separate speakers from invitees. Mark uncertain decisions or owners for review.
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File the team noteCreate a dated page in your chosen notes area. Include discussion, supported follow-ups, and the recording link.
How to Get Started
Connect the tools you already use, such as Notion, ClickUp or Zoom.
4 tools
- Connect the meeting note taker to the organizer's calendar and enable automatic recording for the selected scheduled online meetings.
- Choose a meeting recording sharing setting that lets the intended team open the recording link, and enable the transcript, summary, and action items in the ready notice.
- Choose the shared notes area where the Agent may create a page for each meeting.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the File AI Meeting Notes:
You choose which scheduled online meetings to record. Your note taker needs calendar access and a supported meeting link.
No. Your note lists speakers heard in the call separately from invitees. The organizer can review any speaker name that remains unclear.
Your note flags unclear decisions and unassigned actions for the organizer to review. It does not guess what the team agreed.
You choose a recording sharing setting that lets your team open the link. You also choose a shared notes area they can access.
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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