AI Notetaker

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.

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.

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.

If many people from the same ClickUp Workspace join a single call then a single Notetaker should join on the behalf of that team vs multiple notetakers for each individual.

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.

When AI Notetaker captures meeting notes, there’s no way to automatically connect those notes to an existing ClickUp task that represents the same meeting — even when the meeting title, date/time, and attendees clearly match. Notes remain in a private Doc that only the note-taker can see, requiring manual sharing every time. What I would like ClickUp to do: Auto-match AI Notetaker notes to a related task based on shared criteria: meeting date/time, attendees, and/or meeting title keywords — and link the notes Doc to that task as a relationship or in the task description. Auto-share notes with all meeting attendees who are ClickUp workspace members — without requiring manual permission grants after every meeting. Expose AI Notetaker docs via API/MCP — specifically: • A trigger when a new AI Notetaker doc is created (for Agent/automation use) • A GET /doc/{id} that returns attendee metadata and meeting timestamp • A PATCH /task/{id}/relationships endpoint to link a Doc to a task • A DELETE /doc/{id} endpoint Why does this matter? Teams using ClickUp as their single source of truth create tasks for meetings. The AI Notetaker should close the loop — turning a meeting into a documented, shared, actionable record on the right task automatically — not create an isolated private doc that requires manual cleanup. Workaround today: None fully viable via API or automation.

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>"

We use the AI Notetaker a lot and love it. However it can be hard to find the right recording that you did 4 weeks ago... We'd love to have folders, so e.g. we can put all AI Notes calls with client X in a Note folder for client X.

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

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.