Meeting Notetaker

Capture meetings and turn them into searchable notes and next steps.

Overview

Meeting Notetaker turns meeting discussion into structured Project context.

It reduces manual note taking. It also improves traceability to delivery work.

Key Concepts

• Capture: meeting recording and transcription (when enabled)
• Summary: structured notes, decisions, and action items
• Outputs: meeting records that can be linked to requirements and tasks
• Permissions: visibility follows Account, Organization, and Project access

How It’s Used

Use Meeting Notetaker during discovery to capture early scope.

Use it during governance to record decisions and approvals.

Benefits

• Faster conversion from discussion to delivery artifacts
• Reduced loss of context across teams and time
• Clearer governance through searchable decisions

Setup Steps

Use the following sequence.

1. Configure the feature: Setting Up Meeting Notetaker
2. Capture meetings: Capturing Meetings Automatically
3. Review summaries: Reviewing Meeting Summaries
4. Convert notes into requirements: Converting Meeting Notes to Requirements
5. Manage history: Managing Meeting History

Best Practices

• Capture governance meetings consistently.
• Convert action items into tasks within 24 hours.
• Keep decision statements in one comment for scanability.

Summary

Meeting Notetaker creates structured context that can be linked to requirements and tasks.