Notetaker Docs to a Folder based on meeting title, calendar, or attendees
G
Growth Horizon
AI Notetaker creates great Docs with recordings, transcripts, and AI summaries. The problem: every Doc lands on the workspace root with no way to automatically organize it.
What we need:
The ability to set routing rules so AI Notetaker Docs are automatically placed in a specific Folder or Space.
Why this matters:
We built a private Meeting Hub Space with 120+ client subfolders. Folder permissions control who sees what (designers see team meetings, not sales calls). But the Docs only get the right permissions when they physically live in the correct folder. Right now we have to manually move every Doc via "Move to" after each meeting.
Ideal solution (any of these would work):
- A "default destination" setting per calendar or Notetaker type
Routing rules in AI Notetaker settings (title contains X → move to folder Y)
- A public API endpoint to change a Doc's parent location (PATCH doc parent)
- A "Doc created" trigger in native Automations
- A "Move Doc" tool for Super Agents
Even just option 3 or 4 would let us build the rest ourselves.
Impact: This would make AI Notetaker production-ready for any team that needs permission-based meeting organization, which is basically every agency, law firm, or consultancy using ClickUp.
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