How to Use an AI Note Taker for Meetings, In Person or Online

The person taking notes in a meeting is the one person not taking part in it. An AI note taker hands that job to the recording: everyone talks, and the summary, the decisions and the follow-ups are written afterwards. Here is how to use one for a meeting in a room and a meeting on a call.

1 min read4 stepsUpdated October 27, 2026By the NoteBase team
  1. In a room: record on your phone

    For an in-person meeting, tell the room you are recording, put your phone in the middle of the table and start the recorder in NoteBase. There is no bot to invite and nothing for the other attendees to install.

  2. On a call: upload the recording

    For Zoom, Google Meet or Teams, use the recording your conferencing tool saves and upload the file on the Meeting Summarizer page. Recording from the phone's speaker also works when the call itself is not recorded.

  3. Get notes in the shape a meeting needs

    Choose the meeting template and the notes come back as a meeting record rather than a story: a short summary, the decisions that were made, and the action items with an owner where one was named. The full transcript sits underneath, tagged by speaker and timestamped.

    • Summary in a few lines for people who were not there
    • Decisions, listed separately from the discussion
    • Action items with owners
    • Transcript by speaker, searchable
  4. Share it before people forget

    Send the notes the same day: export a PDF, or send the note to your team's Notion workspace. Weeks later, ask the AI chat what was decided about a topic instead of rereading every meeting.

The tool this guide uses

AI Meeting Summarizer

Ready to try it? The AI Meeting Summarizer page has the tool this guide is about, free to start.

Open Meetings

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Questions about this guide

Does NoteBase join my calls as a bot?

No. You record on your phone or upload the call's recording, so nobody has to admit a bot into the meeting.

Do I need permission to record a meeting?

Tell attendees and follow your company's and country's rules on recording; in many places consent is required.

Can the notes be in a different language from the meeting?

Yes. Choose the output language and the summary and action items come back in it.

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