Meeting notes automatically sent to ALL meeting participants
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Chris Nicolau
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.
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Andrew Shumeikin
Alex Lashkov We would like to join beta as well if possible, we're on Business Plus plus Everything AI with just 5 members.
I've just convinced our CEO to pay for Everything AI and hoped for more flexibility, but still have to share meeting notes manually which is very frustrating. (Even thinking of making an AI agent to remind me after meetings...)
Alex Lashkov
Andrew Shumeikin: Hey! Sure thing, can you pls email me from your WS email to alashkov@clickup.com and I will make sure you will receive a beta sign up comms when we launch!
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Jim McDermott
Commenting so I'm notified when this is done. This is a sorely needed feature.
Alex Lashkov
Jim McDermott may I ask what plan is your workspace on? You can send me a dm via email alashkov@clickup.com, we are close to the beta but it will include workspaces of a specific size first.
Fran Bocanelli
Looking forward to this!
Alex Lashkov
Fran Bocanelli we are close to the beta here!
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Tom Newton
Not just automatically sent to all participants but publicly available through a “meetings” dashboard. This helps our teams stay aligned and allows anyone to post and track takeaways. Equally important is the ability to pipe all meeting transcripts into Claude via MCP. We use Claude as our company “GPT” and having meeting notes as context will significantly improve it’s functionality.
Alex Lashkov
Tom Newton not sure about MCP here, but we are building our own Meeting Agents now which can have meeting notes as their knowledge. Should be pretty sick when done!
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Alexis Lim
Although automatically sending meeting minutes to all participants is helpful, it would be even better to have the flexibility to choose between manual and automatic distribution. Some meeting minutes may require amendments before being sent to customers or bosses, and automatically sending unreviewed minutes could cause confusion if any information is inaccurate.
Maiya Holliday
yes, this is such a major blocker for us - I had a client call yesterday, our PM was on the call with her CU notetaker, now the meetings notes are completely inaccessible to me.
Alex Lashkov
Maiya Holliday but the PM can share the meeting note doc, no?
Maiya Holliday
Alex Lashkov sure, but why does it have to be manual? If the PM is OOO the next morning or forgets, I can't get to the notes and it's problematic. And the PMs are spending time manually sharing notes to ensure the team can review when the team was in the original call and should have access to the notes based on being on the invite.
Ideally there are permissions that can a) share notes with all users who were in the call (just like fathom and many other systems) b) pre-authorize specific admins or superusers to access everything, and/or c) a way to ensure that notes are connected to projects and auto-shared through those permissions
Alex Lashkov
Maiya Holliday: I think shared notetakers which we are working on now will solve that - it will just share the meeting notes doc with everyone on the calendar invite. It is not necessary to attend in this case, just accept an invite. Would that work?
Maiya Holliday
Yes sounds like it would work -this feature can't come soon enough, what's the ETA on rollout?
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Fred Murray
We have clients (meeting attendees) requesting this right now.
Alex Lashkov
Fred Murray we are very very close to the beta. Will be posting more on that soon!
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Fred Murray
This would be amazing... Please implement ASAP!
Alex Lashkov
Fred Murray on it right now!
Sabina Brdnik
How can we volunteer to be in the beta? Asking for a friend..
Alex Lashkov
Sabina Brdnik I will post the beta announcement right in this thread so that y'all will get a notification!
Sabina Brdnik
Alex Lashkov thank you very much! Do you have an ETA for the beta? �
Katie Bani
Alex Lashkov any updates on this one?
or do you know a workaround with automations?
Alex Lashkov
Katie Bani we are now doing final customer research for the designs and I think we should be ready for a beta soon!
Katie Bani
Alex Lashkov thank you - excited to start using it. My clients are pushing for this and have to still use Fireflies notetaker just due to the privacy settings
Alex Lashkov
Katie Bani yeah, it is getting closer and closer!
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