Feature
AI Note Taker
Record a meeting from your own microphone, in person or on any call, or connect Zoom and its cloud recordings arrive on their own. The notetaker transcribes, summarizes, and files action items on the meeting record. Nothing joins your call, and there is no minute cap on any plan: transcription runs on your own device at no cost, or in the cloud through your own OpenAI, Groq or Deepgram key.
A notetaker that writes it up, with no bot in the meeting.
Meeting Notes
AI transcription, summaries & action items
Illustration
Everything in AI Note Taker, in one place.
No paid modules, no upgrade walls. These come standard, sharing the same records, automations, and agents as the rest of your CRM.
- Records from your microphone
- Zoom cloud recordings
- No bot in the meeting
- On-device transcription option
- AI summaries & action items
- No minute cap on any plan
Meetings usually start with a booking link; the notetaker picks up where scheduling ends, and Karrie folds the action items into your daily brief. Setup, the on-device and cloud models, and where the notes go are in the meeting notes guide.
Live in a day. Working for you on day one.
- Step 01
Connect in minutes
Turn it on from your workspace, sync the tools you already use, and your data lands clean and structured — no implementation project.
- Step 02
Let the agents work
Karrie and the specialist agents pick up the busywork: drafting, scheduling and lead scoring, with your approval where it matters and a full audit trail.
- Step 03
Ship outcomes faster
Your team focuses on the work only humans should do. Everything else runs on autopilot, with humans in the loop wherever it matters.
AI Note Taker plugs into the tools you already run.
With 60+ native integrations (Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier and n8n), your data syncs two ways and stays in sync. No middleware, no custom code.
Browse all integrations- Gmail
- Stripe
- Slack
- Zoom
- Twilio
- n8n
- Outlook
- QuickBooks
- Zapier
Every action an agent takes inside AI Note Taker is logged with a full audit trail, and sensitive steps wait for human approval, so you stay in control as automation scales.
Questions about AI Note Taker
From your own microphone, in the app: start a recording for an in-person meeting or any call you are on, whatever platform it runs on. If you use Zoom, connect it and its cloud recordings are picked up on their own. Nothing joins the call as a participant.
There is no minute cap on any plan. Transcription runs on your own device, where the audio never leaves it and nothing is metered, or in the cloud through your own OpenAI, Groq or Deepgram key. A recording can be attached to a calendar meeting or a customer as you start it, and afterwards you can ask questions of the transcript, download the notes, or email them.
The transcript, AI summary and action items are saved on the meeting record, linked to the contact and deal, and searchable across all your meetings.
No. Recording happens from your own microphone, so there is no extra participant in the call. Tell the people you are meeting that you are recording; consent rules differ from place to place.
Pairs well with the rest of the platform.
- 01AI AgentsEight autonomous agents running your pipeline 24/7.Karrie, Sales, Support, Marketing, Ops, Scheduler, Research, and Analytics — each an autonomous agent that acts on your pipeline without being prompted.
- 02AI Website BuilderA website built by AI, edited in a visual builder, feeding your CRM.Describe the business and the AI builds a complete multi-page website. Change anything in a visual drag-and-drop builder with 28 block types and 21 templates. Every form on the site creates a contact in your CRM, booking pages and your blog drop in as blocks, and the finished site is yours: published as static pages to your own GitHub repository and hosted on GitHub Pages, Netlify, Vercel or Cloudflare Pages.
- 03Client PortalA branded home for every client.Give clients a polished, white-label portal for approvals, documents, reports, and messaging — all under your brand and domain.
Put AI Note Taker to work.
Start your 7-day free trial. No credit card. Karrie is ready on day one.