When you have HoneyBook's meeting notetaker attend video meetings, it will automatically generate a transcript (up to 160,000 characters), summary notes, and action items. We’ll cover how to set this up below.
Adjust meeting notetaker settings
By default, the meeting notetaker is turned ON for all eligible video meetings. If you need to adjust this setting, here's how:
Hover over your profile photo in the bottom left corner of your screen > select Company settings
Select HoneyBook AI
Toggle Video meeting summaries ON or OFF
If toggled ON, you can adjust the meeting types that the meeting notetaker will or will not generate meeting notes for:
HoneyBook scheduler
Calendly (if you've integrated with Calendly)
Experience with the meeting notetaker
Whenever you enter an eligible video meetings, the HoneyBook meeting notetaker will request entry. If approved, the notetaker will appear in the meeting as "HoneyBook notetaker." If you don't want to use the meeting notetaker, simply deny its entry to the meeting (or turn it off completely under your settings).
The meeting notetaker will then generate meeting notes that will be available in the project shortly after the meeting ends.
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 (this typically takes just a few minutes after a meeting ends), 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.
Turn a meeting action item into a task
In addition to a transcript and summary notes, the meeting notetaker will generate action items for the meetings it attends. You can convert any action item from a meeting note into a task, to get reminders and keep track of its status.
By the appropriate action item, click Create task
From the pop-up, make any edits to the task details (description, due date, assignee)
Click Create task to confirm
FAQ
What video calls will the meeting notetaker work for?
The meeting notetaker will work for meetings that meet all of the following criteria:
Session type is video
Scheduled through HoneyBook's scheduler and associated with a HoneyBook project, or scheduled through your integrated Calendly account
You’ve signed in to Google Meet or Zoom
Then, to generate meeting notes, at least ten sentences must be spoken in the meeting.
What are the supported platforms for the meeting notetaker?
At this time, the meeting notetaker will work for eligible meetings over Zoom and Google Meet.
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.
Interested in learning more about how HoneyBook AI help you work smarter, not harder? Check out our Academy course, "How can HoneyBook AI save me time?"
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!