AI Notetaker

Especially because of data privacy topics in Europe it is important to have the option rto control settings "company wide" as admins e.g. no video-recordings. Also a company wide nameing schema for the chatbot and meeting enter text message would be very much welcome. The name and text should allow variables e.g. name of the owner, so you can set default names like "Company XYZ Notetaker from <ClickUpUserName>"

For all other notetaker tools I've used, Fathom, Bubbles, etc. you can easily set it so that everyone in the meeting receives the notes post meeting. Our entire organization works in ClickUp and so the inbox notification for the meeting notes should all go to meeting participants without permission needing to be allowed for everyone each and every time. It is creating more work after each and every meeting.

I would like the AI Notetaker to create the action items from a meeting directly as tasks in ClickUp - even if that would only be possible in a personal list for now.

We would like to request a feature that allows Workspace admins to have visibility into all meeting notes generated by the AI Notetaker across the account, regardless of who the meeting organizer is. Why this is important: Admins often need to oversee meeting documentation for compliance, quality assurance, and knowledge management. Centralized access would streamline internal audits and ensure important information is not siloed or lost if an organizer is unavailable. This feature would align with standard admin privileges found in other collaboration platforms. Suggested implementation: Provide an option for admins to view or manage all meeting notes Docs by default, or Allow workspace owners/admins to set organization-wide sharing preferences for meeting notes. We believe this enhancement would greatly improve transparency and administrative efficiency for teams using ClickUp.

When using AI notetaker to record notes from google meet or zoom it gives clear action items and a good transcript but no timestamps to where a transcript dialogue line was said in the video

Currently, ClickUp Agents can only be triggered by actions on tasks or chats, not directly by actions on Docs. We need the ability for Agents to trigger and perform actions (such as duplicating, moving, or tagging) when a Doc is created, updated, or tagged—without requiring a linked task. This would enable workflows like automatically filing AI Notetaker meeting notes in the correct Doc location based on tags or content, without manual task creation. This feature would greatly improve automation and organization for teams using Docs as primary records.

It would be great to use the AI Notetaker in the mobile app to turn on and off as needed to record in person meetings.

The notetaker should have the ability to participate in a meeting without being perceived as a bot, similar to the functionality in Sparkmail.

We rely on ClickUp AI Notetaker joining our Google Meet meetings automatically, and it works great for capturing notes. However, every time the AI joins, a new Google Chat conversation is created containing only the AI's introduction message. For client meetings, this feels unprofessional. It creates unnecessary Google Chat conversations that add clutter and can be confusing for our clients. We understand the introduction message exists for compliance and transparency so meeting participants know the AI is present. We completely support that goal. However, there may be better ways to accomplish it without creating a persistent Google Chat conversation. Requested functionality: Allow admins to disable the introduction message. Provide a silent join option that relies on the participant list or another in-meeting indicator to show the AI is present. Display a temporary in-meeting banner or notification (similar to other Meet notifications) instead of posting a chat message. Prevent the AI Notetaker from creating a Google Chat conversation when joining Google Meet, if technically possible. Allow different behavior for internal vs. external meetings. We want to keep automatic note-taking enabled across our organization, but this issue is significant enough that we're considering disabling it for client meetings. Customer-facing teams shouldn't have to choose between automated meeting notes and a professional client experience.

Organizing the notes doc after the fact into another folder or doc is nearly impossible. This is critical for being able to organize and share the notes.