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
AI Notetaker replaced the legacy Recordings feature.
How to Use the AI Notetaker
Navigate to the record where you'd like to enter a note(s)
Click the AI Notetaker button in the Notes panel
Click Start AI Notetaker
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.
š Tip: Youāll see a floating widget if you navigate away from the pageārecording continues. Just be sure to click Stop & Save at the end.
How to use AI Notetaker with an AI Template
Navigate to the record where you'd like to enter a note(s)
Click the AI Notetaker button in the Notes panel
Select the desired AI Template from the AI Template dropdown
Click Start AI Notetaker
Click Stop & Save
How to change the AI Template
Click the dropdown next to the AI Notetaker button
From the AI Template drop-down, select the desired template
š 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
Troubleshooting the AI Notetaker
"My note didn't save"
Check:
Your browser has microphone permissions enabled
You clicked Stop & Save
You saw the Uploadingā¦ state