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
Set up Meeting Notetaker
Confirm Meeting Notetaker is enabled for the Account.
Configure capture settings and permissions.
Related: Setting Up Meeting Notetaker
Capture a meeting
Capture one meeting to generate searchable content.
Related: Capturing Meetings Automatically
Query outcomes in Console
Run queries such as:
decisions made last weekblocked itemsapproved requirements
Related: Using Console for Natural Language Search Related: Finding Decisions and Approvals
Troubleshooting
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:
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