HoneyBook’s in-person AI 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 HoneyBook meeting notetaker for in-person meetings. Want to use the notetaker for video meetings? Learn how here.
Getting meeting notes for an in-person meeting is a two-step process. You’ll need to:
Have HoneyBook AI record the meeting via mobile app
Hang tight while the assistant generates the meeting notes, then access them
Adjust the settings
In-person meeting summaries are turned OFF by default.
Click your profile photo in the top right corner of your screen > Company settings
Select the AI preferences tab
Toggle In-person meeting summaries ON or OFF
📣 Note
The in-person AI meeting notetaker can only record from the mobile app at this time.
Record an in-person meeting
10 minutes before each eligible meeting, you’ll be notified that the in-person notetaker is available via mobile push notification. You can also use the notetaker to schedule a meeting on-demand, in case something pops up.
🚦Before you begin
Make sure you’re using the most recent version of the HoneyBook app.
Open the HoneyBook mobile app
Tap Tools
Tap Record meeting
Tap on the meeting you want to record.
If you don’t have an in-person meeting scheduled, you’ll be prompted to to create one and add it to an existing project. Once you’ve created a meeting, tap Schedule.
Tap the microphone icon to begin recording
While you’re recording, you can tap the pause icon to pause the recording, then tap the microphone icon to begin recording again
When the meeting is over, tap Save & transcribe recording
Or, tap Discard > Yes, discard if you don’t want to the assistant to generate meeting notes
If you chose to save and transcribe the recording, hang tight while the assistant 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 need to be at least two 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 AI meeting notes are ready, the project owner and meeting owner (if they're different members) will receive a notification on desktop under the bell icon. Click on the notification to be brought straight to the notes.
Project
Search for and open the project through which the meeting was held
Under the Activity tab, select View meeting notes
Email inbox
Once AI meeting notes are ready, the project owner and meeting owner (if they're different members) will receive an email. Access the email and click View meeting notes to be brought straight to the notes.
HoneyBook Calendar
From your HoneyBook home page, click the Tools menu > Calendar
Click on 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. Click on the notification to be brought straight to the notes in your HoneyBook mobile app.
FAQ
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 of the following criteria:
Meeting type: In-person
Connected to a HoneyBook project
Scheduled through HoneyBook
If you have a video meeting, consider using the HoneyBook 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!