Guide

AI Note-Taking Guide

Turn every conversation into clear, useful notes — without typing a word if you don't want to.

Why AI note-taking matters

Most meeting notes are either too scattered to act on, or take so long to write that they never get shared. AI-assisted note-taking gives you the best of both: you stay present in the conversation, and the AI organizes the key points, decisions, and next steps for you.

  • Capture ideas while they're fresh, not ten minutes after the call ends.
  • Turn rambling discussions into structured decisions and clear action items.
  • Share a clean recap with teammates who couldn't attend.

Capture notes your way

AI Meeting Companion supports three input styles so you can stay in flow, whatever the meeting looks like.

Type

Jot rough bullets during the meeting. The AI cleans them up and extracts decisions.

Dictate

Tap the microphone and speak. Great for walking, driving, or back-to-back calls.

Record

Record the meeting live and get a transcript plus a structured summary afterward.

What AI can generate for you

After the meeting, one tap turns your raw notes into a complete, shareable recap. Each output is editable, so you can keep the AI's structure and add your own voice.

  • Summary — a 2–3 sentence overview of what was discussed and decided.
  • Decisions — the commitments and directional calls made during the call.
  • Action items — tasks with inferred owners and due dates, added to your task tracker.
  • Share link — a clean, public read-only page you can send to stakeholders.

Best practices for AI meeting notes

1

Start with context

Add a meeting title, description, and attendees. The AI uses this to tailor the brief and spot relevant action items.

2

Mention names and deadlines

Say things like "Sarah to send the proposal by Friday." AI Meeting Companion turns those into owned, dated tasks.

3

Review before sharing

AI is fast, but not perfect. Skim the generated summary for accuracy before you copy it to Slack or email.

4

Keep one source of truth

Store decisions and tasks in the meeting workspace so they stay connected to the original conversation.

Common questions

Does AI listen to my calls without permission?
No. AI Meeting Companion only processes what you type, dictate, or choose to record. You control the input.
Can I edit the AI-generated notes?
Yes — every summary, decision, and action item is editable. Use the AI output as a draft, not a final record.
What happens if I'm offline?
You can still add meetings and take notes. AI generation requires a connection, and will sync once you're back online.

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