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AI Notetaker

Click one button to capture a conversation and get an AI-generated note automatically

Written by Boni Newberry

The AI Notetaker allows you to generate structured, summarized notes automatically.

Where to Find It

AI Notetaker is available directly within the Notes panel on any records where notes are supported, including:

  • Contacts

  • Products

  • Opportunities

  • Appointments

How to Use the AI Notetaker

  1. Navigate to the record where you'd like to enter a note(s)

  2. Click the AI Notetaker button in the Notes panel

  3. Click Start AI Notetaker

  4. Click Stop & Save

A placeholder note will appear "AI Notetaker is preparing your note..." and once complete, the AI-Generated summary will appear, and you'll receive an email notification when your note is ready.

🔍 Tip: You’ll see a floating widget if you navigate away from the page—recording continues. Just be sure to click Stop & Save at the end.

How to use AI Notetaker with an AI Template

  1. Navigate to the record where you'd like to enter a note(s)

  2. Click the AI Notetaker button in the Notes panel

  3. Select the desired AI Template from the AI Template dropdown

  4. Click Start AI Notetaker

  5. Click Stop & Save

How to change the AI Template

  1. Click the dropdown next to the AI Notetaker button

  2. From the AI Template drop-down, select the desired template

🔍 Tip: You can select an AI Template before or after generating a note. Reapply a different template at any time by selected the desired template and clicking Resummarize.

AI-Generated Notes

  • AI notes will have a purple AI icon

  • Users can resummarize any AI note by clicking the three-dot Action Menu and selecting Resummarize

View & Download Meeting Transcriptions

When AI Notetaker records a meeting, it transcribes the full conversation word for word before writing your summary. You can open it directly, read the complete back-and-forth, name each speaker, and download it as a file. Your AI summary stays exactly as it is. The transcript lives alongside it as a separate, verbatim record you can pull up whenever you need the exact words.

Where to Find the Meeting Transcription

  1. Open the desired Contact

  2. Go to the AI Notetaker from the meeting you wish to select

  3. Click the three-dot menu in the top right corner of the note

  4. Select "View Transcription"

  5. The full transcript opens in a side panel next to your note

Handling the Transcript

There are various capabilities you have as a user when it comes to the transcript.

  • Read the transcript

    • The panel shows the complete, verbatim conversation. Every line attributed to each speaker in order. This is the raw record, kept entirely separate from you AI summary, so your highlights are preserved.

  • Name the Speakers

    • By default, the transcript labels each voice as "Speaker 1," "Speaker 2," and so on. To assign real names, click "Set speakers" at the bottom of the transcript panel, assign a name to each label (for example, Speaker 1 is the advisor, Speaker 2 is the client), and save. Names apply throughout the transcript and carry into any download, and you can update them anytime.

  • Download it

    • Click "Download" to save the transcript as a .txt file, automatically named for the contact and meeting date. Keep it for your records, share it with a team member, or attach it wherever you need it. If you've named the speakers, those names carry into the downloaded file.

Troubleshooting the AI Notetaker

"My note didn't save"

Check:

  • Your browser has microphone permissions enabled

  • You clicked Stop & Save

  • You saw the Uploading
 state

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