Joins, captures, and analyzes every meeting – instantly identifying decisions, action items, and owners, then automatically updating your CRM in real-time.
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Integrate AI Notetaker with your tech stack to seamlessly move conversations to action in moments.
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The monday AI Notetaker is an AI-powered executive assistant that joins your meetings across Zoom, Google Meet, and Microsoft Teams. It automatically captures, transcribes, and summarizes your discussions, transforming them into structured data that lives directly within your monday.com boards.
Unlike standard recorders it doesn't just record and store the video; it extracts decisions, owners, and next steps. Most importantly, it syncs this data automatically to your CRM and project boards, ensuring that meeting insights drive actual execution without manual data entry.
Yes. Through the Meeting Controls settings, you can decide exactly when the AI joins. You have the flexibility to set it to join: Internal meetings only, external meetings only, both internal and external meetings, or set to join by invite only.
Yes, fellow monday.com users can request access to a shared meeting link directly. As the owner, you review and approve — keeping access controlled for confidential meetings.
Yes! The account administrator will have instant visibility into account usage. Admins can track meeting volume and allocate hours when needed.
All of your meeting recordings and analysis done by AI Notetaker live inside monday.com on a dedicated area in the product and within the Emails & Activities of an account in monday CRM. Each meeting will have a dedicated page in monday.com with the video recording, transcript, summary of the meeting (in the format of your choosing), topics, action items that can be automatically added into a board in monday and dedicated owners for each action item. Sidekick is built into the UI so you can query the meeting for specific topics or generate a meeting follow up email.
AI Notetaker transforms your meeting conversations into structured CRM data through an intelligent "Review and Sync" workflow. It automatically identifies key details like deal value, blockers, and next steps from your recorded calls and surfaces them as recommendations in the Daily Digest section of your monday CRM homepage. From there, you can instantly approve, edit, or override these suggestions to update your boards, ensuring your pipeline stays accurate in real-time without any manual data entry.
AI Notetaker operates within your existing monday CRM permissions and never shares data outside your workspace. It follows monday.com's enterprise-grade AI security standards. You can read more on our AI Trust Center >
AI Notetaker offers trial hours at no cost. After trial hours, AI Notetaker is available across monday.com plans consuming AI credits. For full pricing details, visit the pricing page.
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