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File Meeting Notes
Turn cloud recording transcripts into notes on the host's page
Use this Agent instantly or customize it - no programming needed
- Host emailHost email
Your chosen host email determines which recorded meetings receive notes.
- Transcript-ready alertTranscript-ready alert
Your recording alert identifies the meeting when its cloud transcript is ready.
- Meeting detailsMeeting details
Your meeting details include the actual start and end times.
- Meeting transcriptMeeting transcript
Your meeting transcript captures the spoken discussion behind decisions and actions.
- Recording linkRecording link
Your recording link opens the cloud recording under its current sharing permissions.
- Host's notes pageHost's notes page
Your chosen notes page gives each meeting note a shared home.
Your video meeting recording service signals when a transcript is ready and supplies the recording link.
- Meeting noteMeeting note
Your new page captures meeting details and supported findings, with missing information flagged for review.
- Note linkNote link
You can open the new note from your shared notes page.
Your notes workspace keeps searchable meeting notes under a page you share with the host.
- Meeting noteMeeting note
Your new page captures meeting details and supported findings, with missing information flagged for review.
- Note linkNote link
You can open the new note from your shared notes page.
- Meeting noteMeeting note
Your new page captures meeting details and supported findings, with missing information flagged for review.
- Note linkNote link
You can open the new note from your shared notes page.
This Agent waits for a cloud recording transcript and checks your chosen host email. It reads the transcript and meeting details, then files a note under your chosen page. You get decisions, actions, and the recording link together.
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NotionUsed as:
- Notes workspace
Notion keeps searchable meeting notes under a page you share with the host.
monday.comUsed as:
- Video meeting recording service
monday.com signals when a transcript is ready and supplies the recording link.
- Notes workspace
monday.com keeps searchable meeting notes under a page you share with the host.
ClickUpUsed as:
- Notes workspace
ClickUp keeps searchable meeting notes under a page you share with the host.
ZoomUsed as:
- Video meeting recording service
Zoom signals when a transcript is ready and supplies the recording link.
- Notes workspace
Zoom keeps searchable meeting notes under a page you share with the host.
Fireflies.aiUsed as:
- Video meeting recording service
Fireflies.ai signals when a transcript is ready and supplies the recording link.
Made for your industry
File Meeting Notes is made for businesses in these industries.
- Advertising and Marketing
File campaign review decisions and owners from recorded client calls.
Show all Agents for the Advertising and Marketing industry - Software
Turn recorded product meetings into notes with decisions and action owners.
Show all Agents for the Software industry - Consulting
Capture client meeting decisions and next steps beside each recording.
Show all Agents for the Consulting industry - Professional Associations
Keep committee decisions and follow-ups linked to meeting recordings.
Show all Agents for the Professional Associations industry
Made for your role
File Meeting Notes is made for people in these roles.
- Project Manager
Capture project decisions and owners after each recorded meeting.
Show all Agents for the Project Manager role - Account Manager
Keep client call decisions and follow-ups with the recording.
Show all Agents for the Account Manager role - Team Coordinator
Put team meeting decisions and action items where the host can find them.
Show all Agents for the Team Coordinator role - Consultant
File client decisions and agreed actions from recorded meetings.
Show all Agents for the Consultant role - Product Manager
Save product decisions and open questions from recorded meetings.
Show all Agents for the Product Manager role - Customer Success Coordinator
File customer meeting notes with decisions and promised follow-ups.
Show all Agents for the Customer Success Coordinator role - Chief of Staff
Document leadership decisions and assigned follow-ups after meetings.
Show all Agents for the Chief of Staff role
Made for your department
File Meeting Notes is made for people in these departments.
- Project Management
Record project decisions and assigned actions after video meetings.
Show all Agents for the Project Management department - Client Services
Keep client meeting decisions and next steps in searchable notes.
Show all Agents for the Client Services department - Executive Office
Capture leadership meeting decisions and agreed follow-ups in one note.
Show all Agents for the Executive Office department - Product Management
Save product meeting outcomes and open questions with the recording.
Show all Agents for the Product Management department - Customer Success
Keep customer call decisions and follow-ups linked to the recording.
Show all Agents for the Customer Success department
How File Meeting Notes works
5 steps, in order, on every run.
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Match the recording to your hostCheck the recording's host email against the address you choose. Continue with recordings from that host.
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Retrieve the meeting detailsGet the meeting title and actual start and end times. Use those details to identify and date the note.
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Read the completed transcriptDownload and read the finished transcript. Mark decisions and actions for your review if the speech is unusable.
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Capture decisions and actionsSeparate confirmed decisions from proposals and open questions. List agreed actions; flag unstated owners or dates for your review.
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File the note under your pageCreate a searchable subpage under your chosen notes page. Add the meeting date and recording link to the written account.
How to Get Started
Connect the tools you already use, such as Notion, monday.com or ClickUp.
5 tools
- Enable cloud recording and audio transcription for the host's video meetings, and allow access to their recording files and past meeting details.
- Choose the host email address whose meeting recordings to cover.
- Choose the host's meeting notes parent page, share it with the host, and allow the connection to create subpages there.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the File Meeting Notes:
No. It writes the note after your cloud recording transcript is ready. Enable cloud recording and audio transcription for meetings you want covered.
Choose the host email during setup. The Agent covers recorded meetings from that host when their transcripts finish.
Choose a shared notes page and allow subpages there. Share the page with the host so they can search and open the finished notes.
You still get a note with the meeting details. An unreadable transcript flags decisions and actions for your review. A missing recording link leaves a section for you to complete.
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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