Never miss important meeting info again! Use AI Notetaker to take meeting notes for you, so you can stay fully engaged.

After the meeting ends, you can quickly access key insights and action items or share notes with colleagues who missed the meeting!

AI Notetaker is included in the AI Autopilot Bundle. ClickUp AI feature availability and limits vary by plan. Learn more
AI Notetaker is also available for purchase on all paid plans. Learn more

You must connect the Calendar to Google Calendar to use AI Notetaker. Once connected, you can use it to take meeting notes with the following apps:

• Zoom
• Teams
• Google Meet

Availability

Admins and owners can view pricing and upgrade or downgrade AI Notetaker from their billing page under Add-ons.

You must have a calendar connected and the AI Notetaker ClickApp enabled to see this option.

Please note that pricing may evolve as we assess AI Notetaker infrastructure costs.

Meeting note format

AI Notetaker uses private Docs for meeting notes.

Workspaces that have purchased AI Notetaker but do not have access to private Docs can still access AI Notetaker notes.

The following information is included in AI Notetaker meeting notes:

• Meeting name and date: The document is automatically named with the meeting's title and date, making it easy to locate and reference.
• Attendees: A list of everyone who joined the meeting.
• Video recording: A full video recording of the call, allowing users to watch past or missed calls. Video recordings can be accessed from the meeting Doc or Clips Hub.
  

  Video recordings are in beta. Video recordings are only available for meetings that last one hour or less.

• Audio recording: A full audio recording of the call, allowing users to revisit discussions as needed.
• Overview: A brief summary of the meeting's key points for quick comprehension.
• Key Takeaways: A list of the most crucial insights and decisions in bullet points for easy review.
• Next Steps: A checklist of action items to ensure tasks are completed and responsibilities are clear.
• Topics: Categorized meeting information in an expandable menu.
• Transcript: An expandable transcription of the entire conversation, useful for detailed review and documentation.

Automatic language detection

AI Notetaker can auto-detect the language being spoken in calls. If multiple languages are detected, AI Notetaker will try to determine the primary language, then transcribe the entire call in this language.

There is no configuration necessary for language auto-detection to work.

AI Notetaker can auto-detect and transcribe notes in the following languages:

• English
• Spanish
• French
• German
• Italian
• Portuguese
• Dutch
• Hindi
• Japanese
• Chinese
• Finnish
• Korean
• Polish
• Russian
• Turkish
• Ukrainian
• Vietnamese

Use AI Notetaker in a meeting

Once AI Notetaker usage has been purchased, you can enable it for individual meetings or all meetings in your Calendar.

Enable AI Notetaker for a meeting

To enable AI Notetaker for an upcoming meeting:

1. In the Calendar or toolbar Calendar, click an event with a meeting link.
2. Click the AI Notetaker toggle.
3. AI Notetaker will join the meeting as an attendee and leave a comment introducing itself.

AI Notetaker will be named after the person who set it up.

AI Notetaker is not supported in breakout rooms at this time.

Enable AI Notetaker for all meetings

To automatically enable AI Notetaker for all of your meetings:

1. In the upper-right of the Calendar, click AI Notetaker.
2. Under Automatically join meetings for, click the dropdown menu.
   
3. Select the calendars for which you want to enable AI Notetaker.
   

   Only primary calendars can be selected.

Send AI Notetaker to meetings early

By default, AI Notetaker will join meetings when they begin. Meeting hosts can manually make AI Notetaker join before the meeting starts.

From the Calendar or toolbar Calendar:

1. Click the event.
2. Ensure AI Notetaker is enabled.
3. Click the expand icon next to your meeting app.
4. Click Send Now.

Remove AI Notetaker from a meeting

People who have permission to remove attendees from calls can remove AI Notetaker at any time.

The person using AI Notetaker in a meeting can also remove it from the Calendar:

1. In the Calendar, click an event with a meeting link.
2. Click the AI Notetaker toggle to disable it.

Use Zoom for meetings

If you use Zoom for meetings, the meeting host must enable certain settings from the Zoom web application before using AI Notetaker:

1. Log in to your Zoom account and open the Settings page.
2. At the top, click the Recording tab.
3. Enable Record to computer files.
   

   AI Notetaker does not create local files on your computer. Meeting notes are created as private ClickUp Docs.

4. Ensure Internal meeting participants is enabled.
5. Directly below Internal meeting participants, enable Auto approve their permission requests.

Zoom video conferences can only be added from your external calendar. They can be joined from the Calendar.

Allow AI Notetaker to record Zoom meetings

If the meeting host is using Zoom but hasn't set up a personal Zoom integration in ClickUp, they must provide recording permissions to each AI Notetaker that joins the meeting by clicking Approve.

The host can allow all AI Notetakers from invitees to record by checking Apply these permissions to all future requests in this meeting before clicking Approve.

Open meeting notes

AI Notetaker will take meeting notes in a private ClickUp Doc and @mention you. Meeting note Docs will automatically have the Meeting notes tag applied.

The name of the Doc will be the name of the meeting followed by the date it took place.

You can access the notes after the meeting ends from the Calendar or the Docs Hub.

Open notes from the Calendar

You can open meeting notes from individual Calendar events or the AI Notetaker button.

From individual events:

1. Click the event.
2. Select View AI Notes.
   
3. The meeting notes Doc will open in the right sidebar.

From the AI Notetaker button:

1. In the upper-right corner of the Calendar, click AI Notetaker.
2. Under Recent Notes, select the meeting notes.
   • If you don't see the Doc, click See More at the bottom.
3. The meeting notes Doc will open in the right sidebar.

Open notes from the Docs Hub

All meeting notes Docs can also be accessed from the Meeting Notes tab in Docs Hub. You can quickly locate specific notes by searching, sorting, and filtering.

Ask AI about your meeting notes

After the meeting, you can ask AI questions about any of your notes. 

To ask AI about your meeting notes:

1. In the toolbar, click the ClickUp AI icon. 
2. Select Meeting notes.
3. Select a suggested question or type one into the prompt field. 

Video overview

Watch the video below to see this feature in action.

Meeting

FAQ

Frequently asked questions about the AI Notetaker.

Why doesn't the Notetaker toggle show on all my events?

You can only auto-schedule the AI Notetaker on your primary calendars at this time.

What Settings are needed for Google Meet and Teams?

For Google Meet and Teams, the AI Notetaker should work without any additional configuration.

Does my Workspace need to purchase the AI add-on to use the AI Notetaker?

No! The AI Notetaker is a separate feature.

Is usage measured in minutes or hours?

Usage is measured in minutes. 

Can you use the AI Notetaker without using the ClickUp Calendar?

No, the AI Notetaker only works with the ClickUp Calendar.

What happens if the AI Notetaker is accidentally removed from a meeting?

You have the ability to turn off the AI Notetaker and then re-send it to the meeting. However, the AI Notetaker will only capture notes from the meeting the second time.

What happens if you have multiple people using AI Notetaker in one meeting?

All of the AI Notetakers will produce notes after the meeting.