> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/tutorial-using-meeting-notetaker-and-console.md).

# Tutorial: Using Meeting Notetaker and Console

### Overview

Meeting Notetaker captures meetings into searchable notes.

Console queries Project content to surface decisions and next steps.

### Key Concepts

* **Meeting Notetaker**: capture and summary pipeline for meetings
* **Meeting summary**: structured output used for follow-ups
* **Console**: natural language search across Project content

### How It’s Used

Use this tutorial during discovery and weekly governance.

Use it to turn meeting outcomes into requirements and tasks.

### Benefits

* Faster capture of decisions and action items
* Cleaner traceability from meetings to requirements
* Less time spent re-reading threads and notes

### Setup Steps

{% stepper %}
{% step %}

### Set up Meeting Notetaker

1. Confirm Meeting Notetaker is enabled for the Account.
2. Configure capture settings and permissions.

Related: [Setting Up Meeting Notetaker](/ai/setting-up-meeting-notetaker.md)
{% endstep %}

{% step %}

### Capture a meeting

Capture one meeting to generate searchable content.

Related: [Capturing Meetings Automatically](/ai/capturing-meetings-automatically.md)
{% endstep %}

{% step %}

### Review the summary

Review summary output for correctness.

Related: [Reviewing Meeting Summaries](/ai/reviewing-meeting-summaries.md)
{% endstep %}

{% step %}

### Convert key notes into requirements (optional)

Convert meeting notes into draft requirements when scope is discussed.

Related: [Converting Meeting Notes to Requirements](/ai/converting-meeting-notes-to-requirements.md)
{% endstep %}

{% step %}

### Query outcomes in Console

Run queries such as:

* `decisions made last week`
* `blocked items`
* `approved requirements`

Related: [Using Console for Natural Language Search](/ai/using-console-for-natural-language-search.md)\
Related: [Finding Decisions and Approvals](/ai/finding-decisions-and-approvals.md)
{% endstep %}
{% endstepper %}

### Troubleshooting

<details>

<summary>I don’t see Meeting Notetaker</summary>

This is usually a permissions or plan issue.

Ask an Account Admin to confirm Meeting Notetaker is enabled.

</details>

### Best Practices

* Capture governance meetings consistently.
* Convert action items into tasks within 24 hours.
* Keep requirement statements in the requirement record, not only notes.

### Summary

Next actions:

* [Managing Meeting History](/ai/managing-meeting-history.md)
* [Console Search Tips and Examples](/ai/console-search-tips-and-examples.md)

<details>

<summary>Console results are empty</summary>

Common causes:

* No data exists in the project yet (capture a meeting first).
* Project permissions do not allow access to the indexed content.

</details>


---

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