The AI meeting assistant, or "AI assistant," automatically generates a transcript, summary notes, and action items for the HoneyBook video meetings you create and attend. We’ll cover how to use this tool below.
📣 Note
This feature is included in all plans while in beta.
Turn AI meeting assistant ON or OFF
As a member of the beta, the AI meeting assistant has been turned ON for all of your HoneyBook video meetings that are associated with a project. If you need to adjust this setting, here's how:
From any page, click your profile photo to the top right of your screen > Company Settings
Select AI Preferences
Toggle Project recaps for meetings ON or OFF
Access AI-generated meeting notes
There are a few different ways to access AI meeting notes once a meeting wraps up.
Notification center
As soon as AI meeting notes are ready, you’ll receive a notification (under the bell icon in the top right corner of your screen). Click on the notification to be brought straight to the notes.
📣 Note
For AI-generated meeting notes, notifications in the notification center, emails, and mobile push notifications are sent to the project owner and the HoneyBook meeting attendee. All team members who are part of the project can access and view AI meeting notes.
Clients are not notified of, nor can they view, AI meeting 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 creator of the meeting 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.
📚 Tip
To receive push notifications for AI meeting notes, make sure to:
Download the HoneyBook mobile app on your iOS or Android
Enable push notifications
FAQ
How does the AI meeting assistant work?
Whenever you enter a video meeting that’s been scheduled through HoneyBook and is associated with a project, the AI meeting assistant will request entry. If approved, it will generate meeting notes that will be available in the project shortly after the meeting ends.
Will the AI meeting assistant ask to join video calls that were scheduled before this feature was available?
No. The AI meeting assistant will ask to join video meetings that were created after the AI meeting assistant was added to your account.
What video calls will the AI meeting assistant work for?
The AI meeting will work for meetings that meet all of the following criteria:
Session type is video
Scheduled through HoneyBook
Associated with a HoneyBook project
Created after the AI meeting assistant was added to your account
You’ve signed in to Google Meet or Zoom
Then, to generate a summary, at least ten sentences must be spoken in the meeting.
What does the AI meeting assistant look like in video calls?
The AI meeting assistant will appear as an additional attendee. The name will read “[meeting creator’s name]’s notetaker,” and the company logo will be shown.
How long does it take for AI meeting notes to be generated?
Once a meeting ends, the AI meeting notes take just a few minutes to be generated. The project owner and HoneyBook meeting attendee will receive a notification and email alert as soon as the notes are ready.
Will AI meeting notes show on my external calendar?
AI meeting notes will not show on any external calendars–only on your HoneyBook Calendar.
Can clients access AI meeting notes?
No, clients cannot view AI meeting notes. AI meeting notes are visible only to team members who are part of the corresponding project.
Can I edit AI meeting notes?
Yes, you can edit (and delete) AI meeting notes, just like any other project notes. Learn how to edit notes here.
Is it legal to use an AI meeting bot?
Yes, it is legal to use an AI meeting bot, as long as the AI meeting bot is disclosed to the meeting attendees. When attendees join a meeting in which the AI meeting assistant has been added, they’ll automatically receive a message letting them know that a transcript of the meeting is being recorded so the owner can focus on the conversation.
Can I use the AI meeting assistant in meetings I manually create on my Calendar?
Yes, you can use the AI meeting assistant in meetings that you manually create from your HoneyBook Calendar. When you create the meeting, be sure to connect it with a HoneyBook project, then choose video as the meeting type. If you've integrated Zoom or Google Meet, the video link will automatically appear and the AI meeting notetaker will request access when the meeting starts. If you didn't integrate Zoom or Google Meet, you can just paste a video link when selecting “other” from the video meeting options in HoneyBook.
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!