Auto-Link AI Notetaker Notes to a Related Task + Share with All AttendeesAuto-Link AI Notetaker Notes to a Related Task + Share with All Attendees
Christian Gustafson
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.
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