Live Notes lets you capture structured notes during a meeting without switching away from the transcript. Notes are organized by type, saved automatically as you type, and accessible after the meeting ends.
Note types
Each note you create is assigned a type to keep your notes organized and easy to act on:
| Type | Use Case |
|---|---|
| Personal Note | General observations or reminders for yourself |
| Action Item | Tasks and follow-ups that need to be completed after the meeting |
| Risk | Concerns, blockers, or risks flagged during the discussion |
| Insight | Key decisions, findings, or important conclusions from the meeting |
How to take a Live Note
- During an active meeting, open the Notes tab in the AI panel.
- Click Add Note (or the relevant note type button).
- Select the note type from the dropdown.
- Type your note in the text field — the editor supports bold, italic, bullet lists, and links.
- Notes save automatically as you type — no manual save required.
Pinning important notes
You can pin up to 5 notes at a time to keep them visible at the top of the Notes panel.
- Hover over a note and click the Pin icon.
- The note moves to the top of the panel.
- To unpin, click the Pin icon again.
Tips
- Use Action Item notes to capture tasks in real time — this makes post-meeting follow-up faster and more reliable.
- Pin the most critical notes so they stay visible as the Notes panel fills up during a long meeting.
Notes
- Notes auto-save as you type.