Who can use this feature

Available on monday CRM, monday work management, monday service, monday dev

Available as an add-on for the Pro plan and Enterprise plan

Overview

AI Notetaker keeps your team present and focused during meetings. It turns conversations into structured, searchable, and actionable insights. When you invite AI Notetaker to join your meeting, it transcribes conversations in real time and generates concise summaries, transcripts, and action items—all in your monday.com workspace.

Key features:

• real-time transcription
• speaker identification
• summaries
• generates takeaways and highlights
• detects action items by extracting tasks and follow-ups
• creates a secure video recording that is searchable by keyword
• links summaries and action items to boards, items, and workflows
• a post-meeting chat powered by AI for follow-up questions

This article will walk you through setting up AI Notetaker in your account.

Set up Notetaker

To get started, open the left pane and click the AI Notetaker button at the top. If your calendar is not yet connected, you will be prompted to connect your Google or Outlook calendar. This is required to use the app.

Once you're connected, you'll see Meeting summaries and Upcoming meetings on this page.

Invite Notetaker to meetings

Once connected to your calendar, all future meetings will appear in the Upcoming section at the top of the screen. You can see a longer, easy-to-view list in the Upcoming meetings section. If you want to use AI Notetaker with a meeting, click the Invite notetaker button to add AI Notetaker to your meeting:

The meeting link must be included in the calendar invite for AI Notetaker to join. AI Notetaker is supported on Zoom, Microsoft Teams, and Google Meet.

Additional requirements

When you invite AI Notetaker to your meeting, AI Notetaker will join your Zoom, Microsoft Teams, or Google Meet session. 

• To start recording, the bot must have recording permissions from the host.
• If you're using Zoom, your Zoom settings must also be configured to allow external bots or guests to join meetings.

Auto-invite

In Settings, you can auto-invite AI Notetaker to all meetings you create or all meetings you are invited to:

Switch off both of these settings to make all activity with AI Notetaker manual.

During your meeting

Notetaker will join the meeting 2 minutes before the scheduled start time. This way, it won't miss a moment!

The bot will appear as a participant with the name monday Notetaker:

If AI Notetaker was not invited in advance, you can also manually add it to your meeting directly from monday.com during your meeting. In this case, the meeting host must admit the bot to the meeting in order for it to join.

Remove AI Notetaker

You can remove the bot in the middle of a meeting through the Zoom, Microsoft Teams, or Google Meet interface. Removing the bot as a participant will stop the recording.

After your meeting

To view the notes from your meeting, click on any meeting summary. Here you can view the transcript, meeting summary, a video recording of the meeting, action items, and more.

On the left side of the meeting summary screen, you will see three tabs:

1. Overview: The Overview tab is the default view when you open a meeting. On the left, you'll see a paragraph-length summary of the meeting.
2. Transcript: Click the Transcript tab to view the full transcript of the meeting. The participants are differentiated by icons.
3. Participants: The Participants tab shows a full list of attendees. Here, you can see each attendee's participation in minutes and as a percentage of the total meeting time.

Choose a summary template

To choose how your meeting is summarized, open any meeting in Notetaker and go to Overview > Summary templates. Choose a template or create your own.

You can write your own instructions for how a meeting should be summarized, then save it as a reusable template or save as your default overview.

You can also use ready-to-go sales templates, such as MEDDICC, BANT, and Discovery call.

Recording and topic summary

In the center of the meeting page, you will see a recording of the meeting and a breakdown of the topics covered during the meeting:

Open any topic dropdown to see meeting highlights for that topic. You'll see a timestamp that correlates to the note. You can then click on the timestamp to be brought to that moment in the meeting recording:

Ask AI about your meeting

If you need more context, you can use the chat on the right of the meeting Overview to get instant answers about your meeting. Ask the chat anything about your meetings and receive immediate insights on next steps, missing details, owners, and more.

Using the three-dot menu at the top right of the chat, click Clear conversation to start over or Copy conversation to share the text from the chat:

Emails & Activities

You will also see call summaries on your Emails & Activities timeline. When a contact's information matches that of a meeting participant, a summary of your relevant calls with AI Notetaker will populate on the timeline.

Action items

Action Items creates a connection between Notetaker and your boards. With Action items, you can use Notetaker to create real workflows in your day-to-day.

How does it work?

Open AI Notetaker. Locate a meeting in the list and click the three-dot menu at the far right. Select Meeting summary.

In the overhead menu, select Action Items:

In the Action items tab, you'll see a list of action items generated from your meeting. Select one or multiple action items from the list. Then, select the workspace and board where you'd like to add the items. A new item will be created with the meeting's name. All selected action items will be added to the item as subitems. Click Add action items to finish.

Share your meeting

On the meeting summary page, you can click Share to adjust the visibility settings for your meeting or copy a link to send the summary to a coworker.

When you click Share, you will see the current status of your meeting's visibility, whether Public or Private. To change your meeting's visibility, adjust the toggle that says Make meeting public or Make meeting private:

At the bottom of this window, you will see who has access to the meeting summary. 

If the meeting is Private, only the meeting attendees who are also within your organization will have access to the meeting summary. Their names and user icons will appear here. You can invite additional team members to view the meeting summary using this dialogue:

Disable Notetaker

If your account has AI enabled, but you do not want to use Notetaker, an Admin can disable the app. Open the Notetaker settings.

From the menu on the left, select Organizational preferences. Then click Disable AI notetaker for the account?:

Disabling Notetaker will not remove the AI Notetaker button from the left pane. However, your account will not be able to access the app.

If you have disabled Notetaker and hope to enable it again for your account, please reach out to our Support team.

Account settings

To adjust your Account settings, open AI Notetaker and select Settings in the top right corner:

Auto-join
Admins can change AI Notetaker's auto-join behavior. Open Settings > Account settings. These settings are in the Attendance section. The account's admin can decide whether AI Notetaker is added to meetings they created or meetings they were invited to join, both externally and internally.

Admins can "lock" these settings for all users using the lock icon. This means that individuals can't override the auto-join setting. The admin's choice overrides personal preferences.

Email summaries

You can choose whether or not users on your account receive an email summary after each meeting with AI Notetaker in attendance. To adjust this setting, open Settings > Account settings and scroll down to the Meeting summaries section.

Usage settings

In the Usage settings section, admins get full visibility into adoption, engagement, and remaining hours, enabling them to plan ahead with confidence.

To adjust your Usage settings, open AI Notetaker and select Settings in the top right corner:

In the Settings menu, select Usage:

On this page, you can see your account's Current monthly usage. This includes the total recording hours used in the current month. You can also see a detailed summary of all-time Account activity. This includes:

• Total recording hours
• Total number of meetings joined

In the following section, Users activity, you can see usage by user. This includes:

• The total number of their meetings that AI Notetaker joined
• The total number of hours AI Notetaker has recorded for the user
• The date that the user started using AI Notetaker
• The date of their last AI Notetaker invitation

User access

Admins can control which users have access to Notetaker. To adjust someone's access, open Settings > Usage and scroll down to the Users activity section. Locate a user in the list, click the three dots to the far right of their name, and make an adjustment. 

Calendar connection troubleshooting

If you run into issues while connecting your Google or Outlook calendar, use the troubleshooting suggestions below.

If you see “We couldn't find the content you were looking for” or “cannot find page”

• First, try connecting via the web: If you’re connecting from a mobile or desktop app and the connection flow fails, try connecting via the web instead. Some users report that connecting via the web resolves these issues.
• If the error continues: Contact Support and include a screenshot of the error message and whether you were connecting Google or Outlook.

Pricing FAQs

Check out some of our frequently asked questions and answers about pricing. 

How are monday.com's AI features priced?

monday AI capabilities use a shared, credit-based consumption model. An AI Credit is a unit of measure for the use of monday AI capabilities. Each supported capability draws from a single pool of AI credits, giving your team one consistent way to understand and track AI usage across the platform. An AI Credit is consumed when a task is intentionally triggered using an AI-powered capability.

For additional details, take a look at the AI Feature Catalog article.

How is AI Notetaker priced?

AI Notetaker consumes 120 AI credits per hour, measured in Notetaker minutes. For more details on credit consumption rates across all AI capabilities, see the AI Feature Catalog.

Can I roll over hours from one month to the next if I don't use them?

Currently, rollover hours are not included in AI Notetaker pricing.

What is the difference between AI Notetaker on the Pro and Enterprise plans?

The features are the same regardless of your plan. However, capabilities unique to the Pro and Enterprise plans, such as specific integrations and permissions, will remain in effect across your account.

Does AI Notetaker use AI credits?

Yes. AI Notetaker consumes 120 AI credits per hour, measured in Notetaker minutes. To learn more about how AI credits work, see the AI Credits article.

Other FAQs

Check out some of our frequently asked questions and answers.

What languages are available for this add-on? 

We're working to make AI Notetaker available to support all languages. Open the dropdown to see the full list of supported languages.

Can you share the recording link externally? 

Currently, this tool is intended for internal use within an account. You cannot share your meeting transcripts or recordings externally from within monday.com.

Which external apps does AI Notetaker integrate with? 

Using the workflow builder, you can send information from AI Notetaker using Gmail, Slack, and many other external tools.

Does it integrate with monday CRM?

AI Notetaker is not an integration. To use it with monday CRM, use the workflow builder, AI prompts, and your monday boards.

What’s the difference between AI Notetaker and Zoom integration? 

The Zoom Integration will add the meeting transcript to Emails & Activities in monday CRM, whereas AI Notetaker does not. However, AI Notetaker will allow you to ask questions about the call using an AI chat and then automate your next steps based on the conversation.

Can I change the llama on the meeting thumbnail?

No, this isn’t supported at the moment.