Where meetings and action move together
monday AI Notetaker records and transcribes every meeting, then keeps the context, decisions, and action items connected to the work - so productivity stays high.
Hi Sarah, thanks for joining the call today. How are you?
I'm doing well, David. Thanks for asking!
Great! I wanted to discuss some of the challenges your team is facing with project tracking. Can you share more about that?
Sounds good, I'll pull up the dashboard so we can go through it together.
I see. What tools are you currently using to track this information?
Implementing a new tracking system last month. We're still getting the hang of it.
Great! I wanted to discuss some of the challenges your team is facing with project tracking. Can you share more about that?
From what I'm seeing, drop-off is highest right after the first purchase.
What specific metrics are you finding difficult to analyze?
We're struggling with customer retention rates and conversion metrics.
Follow up on project tracking challenges facing Sarah's team
Get list of tools currently used to track project data
Share dashboard access with Sarah for review
Send summary of team progress findings
Schedule follow-up call to review progress metrics
Compile drop-off analysis for onboarding stage
Draft proposal for new reporting workflow
Covered before, during, and after - nothing gets lost in between
Before the meeting
Invite the AI Notetaker if you want a transcript, or configure it to join your scheduled calendar events automatically.
During the meeting
Notetaker records and transcribes the conversation as it happens. Focus on the discussion — every word is captured, organized, and time-stamped automatically.
After the meeting
A summary is sent as soon as the meeting ends, detailing key action items and who owns them. Everyone on your team stays aligned.
Not just a summary. It acts while you talk.
Recording, transcription, and time-stamped summaries, ready as soon as the call ends.
Bring an agent into the meeting, and it takes part like anyone else on the call. @mention it whenever you need it, to ask a question or get something done, without leaving the conversation.
Come back anytime and ask what was decided, who owns what, or anything else discussed - straight from the transcript.
Takeaways turn into real items on your boards, assigned to the right person, so momentum doesn't stall.
Key features
Everything
you need to
turn a meeting
into progress.
Shows up wherever you meet
- Connects to your calendar once, then joins Zoom, Teams, and Google Meet automatically
- In person, the desktop app captures the conversation directly, no bot needed
A record you never have to write
- Recording, transcript, and a time-stamped summary, ready the moment the call ends
- Ask anything about the meeting later; the answer comes straight from the transcript
Action that doesn't stall
- Takeaways turn into items in the right project, you choose who owns them
- Bring an agent into the meeting, and it takes part live, answering questions or getting things done
Bring your entire team up to speed.
- Share a meeting with a teammate, a team, or your whole org, so they get the same context as everyone who was there
One connection, and every meeting stays in sync with the tools your team already runs on
200+
Guardrails built for every meeting
AI-driven speed. Human-led decisions. Built-in compliance.
You decide what AI can and can’t do
Set clear guardrails for every action. Agents operate within your rules, so you stay in control.
Full activity log
Every decision is logged and traceable, so you always have answers when it matters.
Human in the loop, always
Every board update stays a suggestion until you approve it. Agents surface the details, you make the call.
Enterprise-grade security
Every meeting, every recording, protected under monday's existing security standards. No data used to train models.
Frequently asked questions
monday AI Notetaker is an AI notetaker that joins your meetings and turns what's said into next steps that keep your work moving. It records, transcribes, and summarizes the call — so you can give the conversation your full attention.
monday AI Notetaker works with Zoom, Microsoft Teams, and Google Meet. Connect your Google or Outlook calendar once, and it joins every meeting automatically — no manual invite needed before each call.
A summary and action items are ready as soon as the call ends. You choose which board each action item goes to and who owns it. Everything discussed becomes part of your team's shared context, searchable later through chat.
Every meeting is private by default. Recordings and transcripts are not shared, viewed, or used unless you choose to share them. You control access, case by case.
Yes. monday.com is SOC 2 Type II certified, ISO 27001, GDPR, and HIPAA compliant, with granular permissions over who can see what.
No. It's grown into a full Work OS: monday work management, monday CRM, monday dev, monday service, and monday campaigns — one platform for every team.
