HoneyBook AI’s in-person meeting notetaker prompts you to enable recording for an in-person session, then generates notes shortly after the meeting wraps up. It lets you focus your time and energy on the meeting itself, without having to worry about taking notes or making a mental list of action items.
📚 Tip
This article covers how to use the notetaker for in-person meetings. If you want to use the notetaker for video meetings, visit Use the HoneyBook meeting notetaker for video calls.
Getting meeting notes for an in-person meeting is a 2-step process. You need to:
Have the notetaker record the meeting through the HoneyBook mobile app
Wait while HoneyBook AI generates the meeting notes, which you can access afterwards
Adjust the settings
In-person meeting summaries are turned off by default.
From the navigation menu, select your company logo > Company settings
Select HoneyBook AI
Under "Meeting notetaker," turn In-person meeting summaries on or off
📣 Note
HoneyBook AI's in-person meeting notetaker can only record from the HoneyBook mobile app at this time.
Record an in-person meeting
Ten minutes before each eligible meeting, you’ll be notified that the notetaker is available by mobile push notification. You can also use the it to schedule a meeting on-demand, in case something pops up.
🔥 Stop
Before you begin, make sure you’re using the most recent version of the HoneyBook mobile app.
Open the HoneyBook mobile app
Select Tools
Select Record meeting
Select the meeting you want to record, or + Create meeting
If you don’t have an in-person meeting scheduled, you’ll be prompted to create one and add it to an existing project. Once you’ve created a meeting, select Schedule.
Select
Record meeting to begin recording the in-person meetingWhile you’re recording, you can select
Pause recording to temporarily stop the meeting recording, then select Record meeting to resume any timeWhen the meeting is over, select Save & transcribe recording
Alternatively, select Discard > Yes, discard if you don’t want HoneyBook AI to generate meeting notes
If you chose to save and transcribe the recording, hang tight while HoneyBook AI generates the meeting notes. This can take up to 5 minutes. You'll receive a notification when they're ready.
📣 Note
The recording limit for in-person meetings is 1.5 hours. To generate notes, there needs to be at least 2 people in the meeting and at least 10 sentences spoken.
Access the meeting notes
Once you’ve recorded and saved an in-person meeting using the notetaker, HoneyBook AI will start generating meeting notes. This can take up to 5 minutes. There are a few different ways you’ll be alerted once the notes are ready.
Notification center
As soon as HoneyBook AI meeting notes are ready, the project owner and meeting owner (if they're different members) will receive a notification, which you can find if you select 
Notifications (bell icon). Select the notification to be brought straight to the notes.
Project
Search for, then open the project through which the meeting was held
Under "Activity," select View meeting notes
Email inbox
Once HoneyBook AI meeting notes are ready, the project owner and meeting owner (if they're different members) will receive an email. Access the email, then select View meeting notes to be brought straight to the notes.
HoneyBook Calendar
From the navigation menu, select Calendar
Select the meeting in question > AI meeting notes
Mobile push notification
As soon as AI meeting notes are ready, you’ll receive a mobile push notification. Select the notification to be brought straight to the notes in the HoneyBook mobile app.
Frequently asked questions (FAQs)
What meetings are eligible for the in-person meeting notetaker?
In order for a meeting to be eligible for the in-person meeting notetaker, it must meet all the following criteria:
In-person meeting
Connected to a HoneyBook project
Scheduled through HoneyBook
If you have a video meeting, consider using the notetaker for video calls.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!