Meeting notes and the editor in Notetaker

Available on: Mac (macOS 13 or later), Windows.

Each Notetaker meeting has separate spaces for your thoughts, its AI summary, and its transcript. Write during a call in the floating notepad, or open a past meeting from the hub to keep editing.

Open and navigate a meeting

1. Open Notetaker in the Flow hub and select a meeting, or reopen the active recording from the Flow Bar.
2. Choose the tab for the content you want to read or edit.
3. Use the back button to return to the meeting list.

Tab or section	What you can do
My thoughts	Write and edit your own notes.
Summary	Read and edit the generated summary once it is ready.
Transcript	Read what was said. Editing is available only for eligible transcripts and accounts; see the correction steps below.
Brief	Read context for a calendar meeting. Past-meeting Briefs are read-only; meetings without a calendar link have no Brief.

Ended meetings open on Summary. Live meetings with a Brief open on My thoughts with the Brief bar visible. If a Brief arrives later, click its pill to view it.

Move the floating notepad by dragging empty space in its top header. In the hub detail view, arrow keys switch tabs when you are not typing.

Write and save your notes

Click in My thoughts and start writing. Notes are editable in both the hub and the floating notepad. Edits save as you work and when you quit Flow; changes appear in other windows after you pause typing and on other devices after sync. A warning badge beside the title means a save failed.

Your notes and summary are independent. Editing or deleting summary text does not change your notes, and generating a summary does not duplicate it into your notes.

Generate or update the summary

During recording, the Summary tab says that the summary generates when you stop. For a short meeting, use Generate Summary if offered. A recording marked too short to summarize cannot be retried.

1. Stop recording and open Summary.
2. Wait for generation to finish, or click Generate Summary when available.
3. Once the summary is ready, click its text to edit it.

If you resume a meeting that already has a summary, it stays unchanged until you choose Update Summary.

Summary editing is temporarily locked during regeneration. Generate and Update controls are hidden while recording; you can still use Ask and What did I miss?.

Summary language follows the meeting's spoken audio, using the dominant language in a mixed-language meeting. Your typed notes, calendar details, and dictation-language settings do not override it. Some interface headings remain in English.

Rename the meeting

Flow generates a title after the meeting ends; it may arrive later if processing is delayed. You can rename your own meeting, and your edit takes priority over a generated title. To request another generated title, use the meeting's … menu.

Ask questions or request edits

Use Ask anything during or after the meeting. For example, ask “What decisions did we make?” or “Summarize the decisions and update the meeting title.” When you explicitly request an edit, chat can update your notes, rewrite an existing summary, or edit the title. It cannot edit the transcript.

• A requested title must be a nonempty single line.
• Chat can rewrite a summary only after one exists, and cannot clear it entirely.
• Opening another meeting stops pending chat edits.
• If an action fails, use the error message to retry.

Use History above the composer to reopen a previous chat thread. Suggested prompts use recent transcript context, so they may have little to answer at the start of a meeting.

You can paste a shared-note link into chat to ask about that meeting too. Chat respects the note's existing access permissions.

Copy or search

• Copy the summary: use the Summary tab's copy action. Cmd/Ctrl+C copies the whole summary when no text is selected.
• Find text in the summary: press Cmd/Ctrl+F or use Search. Enter at least two characters, then move between matches.
• Copy the full meeting: choose … → Copy to Markdown. This includes meeting details, attendees, notes, summary, Brief, chat, and transcript. Speaker names are included when available.

If copying or sharing is disabled with Preparing meeting…, wait for the meeting to finish preparing or loading.

Shared notes and transcript access

Notes shared with you open read-only: you cannot change the owner's title, notes, or summary, including through chat. Create your own note if you want to write about the same topic.

A link or domain share provides summary access only. Transcript access needs a direct email invitation, a retained transcript, and permission under the owner’s organization policy. An invitation cannot override a notes-only policy. If access is missing, check the signed-in account and ask the owner about the sharing settings.

If sharing is blocked by an account or organization message, follow that message or ask your admin; access conditions differ by account. See Sharing meeting notes from Notetaker for the sharing controls.

Correct transcript text or speaker names

If transcript editing is enabled for your account, you own the recording, and it has finished processing, an eligible transcript line offers a pencil control. Editing is unavailable for imported or demo meetings and while reprocessing. Use transcript correction and speaker-naming instructions for the steps and eligibility requirements. Updating a summary and transcript can replace manual edits, so save text you need before reprocessing.

When a speaker is identified, their name appears in the summary. Unidentified speakers may remain Speaker 1 or Speaker 2; shared microphones can prevent reliable naming. See The live transcript in Notetaker for speaker details.

For starting, stopping, resuming, or switching recordings, see Recording a meeting with Notetaker. Use the Notetaker hub to find another meeting.