Meetings · The AI notetaker · Inside Meridian

Every meeting, written down for you.

The AI notetaker: it joins your calls, writes the recap, and files it on the right person and deal. It lives inside Meridian.

Included on every plan · No card required

Meetings · Portfolio review, Dana Whitfield
Notetaker joined · Google Meet · 32 min
Summary
Dana wants the Q3 numbers before a second check, and asked to see the property in person.
Send Dana the Q3 statement
Addie · Fri
Book the Harmony Grove site tour
Maya · next week
On Dana's record and the deal, follow-up email drafted

A notetaker joins the call. The recap is waiting before you are back at your desk.

It joins for you

Visible, announced, and on your calendar.

  • Joins Zoom, Google Meet, and Microsoft Teams as a visible guest, announced in the chat
  • Paste a link, or switch it on once and it schedules itself from your connected calendar
  • Covers the meetings and webinars you run from Events, every session of a series
  • You choose how wide: meetings with outside guests (the default), or every meeting with a video link
  • Add [no notes] to an event title and it stays away

The recap

Minutes after the call, the work is done.

  • Transcript, summary, decisions, and action items
  • Filed on the record of the person who booked and on the deal, attendees matched to your contacts
  • A drafted follow-up email, ready to open in the composer or save to your drafts
  • One click saves it as a note, one more turns the action items into tasks
  • Notes without a notetaker: jot a few lines and get the same recap

Privacy and price

Your notes, your call.

  • You choose who reads your notes: only you, the summary, or everything
  • Owners and admins set the workspace default and a limit nobody can go above
  • Recordings are processed and deleted, never stored by a vendor
  • $1.00 an hour from your workspace's TAC, billed by the minute, transcript and recap included
It travels with the rest of the train

Every module, one relationship.