Meeting AI

Meeting AI accelerates post-call admin. Paste raw notes or a transcript snippet into the meeting detail panel and run Summarize to get a structured recap: decisions, risks, and open questions.

Extract tasks proposes actionable items with suggested titles; accept individually to create real tasks linked to the meeting. Edit deadlines before confirming.

Prep for next call uses prior meeting notes and contact context to suggest agenda bullets—useful for second calls in a sales cycle.

All Meeting AI calls route through the central AIService with your workspace guardrails. Responses stream where supported; failures show toast errors without losing your original notes.

Tips for best results:

• Include attendee names and numbers discussed
• State explicit decisions vs brainstorming
• Run extract tasks immediately while memory is fresh

Meeting AI does not replace legal or compliance review for regulated industries—it assists individual productivity. Review every suggestion before sending client-facing follow-ups.

Switch to the History view on the same page to browse every past AI run for this meeting, filterable by mode — see AI Features → AI History for how history works across the rest of the app.