Go to Project Management > Meetings and open the Recorded tab. This shows all meetings recorded with Productive Notetaker that you've attended or that have been shared with you.
Use the filters above the list to find a specific meeting. You can filter by:
Organizer: the person who organized the calendar event (not necessarily the person whose Notetaker joined the call). For meetings without a calendar event, like those started with Record active call, the organizer is the person who started the recording.
Guest: everyone on the meeting, both people who were invited and people who joined.
Joined: only people who actually joined the call.
Click Me to see only meetings where you’re the organizer or a guest.
📌 If a client invited you to their call, you’re a guest on that meeting, so you’ll find it with the Guest filter.
The same filters are available in the Meetings tab of a project. The Upcoming tab always shows only your own meetings and has no filters.
Inside a Meeting Recording
Click any meeting to open it. Everything from the call is in one place: the meeting info at the top, the video recording and transcript, and the AI-generated Action Points and Meeting Notes on the right.
👉 To share a meeting with others, see Sharing Meetings.
Meeting Guests
The meeting info at the top shows how many guests the meeting had.
Click the number of guests to open the full list, split into Invited (everyone on the invite) and Joined (people who actually joined the call). The organizer is marked with (Organizer).
Video Recording
The video recording plays directly in Productive. The player is synced with the transcript, so clicking any timestamp in the transcript jumps to that moment in the video.
Use the video player controls to:
Play the video in full screen or picture-in-picture
Skip back or forward by 15 seconds, or use the left and right arrow keys
Change the playback speed
📌 To download the video, click the three-dot menu in the upper right and select Download video.
Transcript
The transcript shows speaker names and timestamps for the full meeting. Use the toggle in the top-right corner of the transcript panel to switch between two views:
Transcript timeline: a visual timeline showing each speaker's participation, color-coded by speaker; click any point to jump to that moment in the video
Raw transcript: the full transcript with speaker names and timestamps, with a search bar to find specific moments; click any timestamp to seek the video
📌 To copy the full raw transcript to your clipboard, click the Copy transcript button.
If multiple people joined the call from the same device, the transcript will attribute all their speech to a single participant. Speaker breakdown in the transcript timeline reflects individual devices, not individual people.
Action Points and Meeting Notes
Action Points and Meeting Notes are displayed to the right of the video and transcript.
Action Points: a list of AI-generated follow-up items identified from the conversation
Meeting Notes: an AI-written summary of the meeting
📌 Action Points and Meeting Notes are AI-generated. Both can be edited directly: click on either section to make changes.
Create Tasks from Action Points
Click the Create tasks from action points button next to the Action Points heading to turn your action points into tasks in Productive.
The AI Assistant opens with each action point converted into a draft task with a verb-first title, a short description linking back to the meeting recording, an assignee based on who was mentioned, other attendees as subscribers, and the linked project pre-filled. If a deadline was clearly stated in the meeting, it's added too.
The Assistant shows you the proposed tasks and asks for your confirmation before creating anything.
Post Follow-Up Note on Existing Task
Click the Post follow-up note on existing task button next to the Action Points heading.
For each task clearly referenced by name, ID, or scope during the meeting, the Assistant drafts a comment summarizing decisions, next steps, and open questions, with a link back to the meeting recording.
The Assistant shows you the proposed comment(s) and asks for your confirmation before posting anything to the task.
Create a Time Entry
Click the Create time entry button next to the Meeting Notes heading.
The Assistant logs a time entry for you only (not other attendees), using the meeting's scheduled date and duration rather than the actual call length, and attaches it to the linked project when one is available.
The Assistant shows you the proposed time entry and asks for your confirmation before creating it.
Copy to Clipboard
Click the Copy button in the Meeting Notes or Action Points heading to copy the full contents to your clipboard.
Ask AI
Click Ask AI at the top of any meeting to open the AI Assistant with the full meeting as its context. You can ask questions about what was discussed, or use one of the suggested actions:
Create tasks from action points: turns each action point into a draft task in Productive
Create time entry: creates a time entry based on the meeting
Post follow-up note on existing task: adds a follow-up comment to a related task
Ask AI and Create tasks from action points count toward your organization’s AI usage. 👉 Learn more in How AI Usage Works.
Editing and Deleting a Recording or Meeting
Click the three-dot menu in the top-right corner of the meeting view:
Edit meeting: lets you edit the meeting title
Download video: download the video file
Delete video: removes the video file only; the transcript, Action Points, and Meeting Notes are preserved
Delete (meeting): removes the entire meeting record including all content (deleted meetings are moved to the Recycle Bin and can be restored)
📌 To see who renamed, re-linked, or deleted a meeting, check the Audit Log.
Meeting Summary Email
After a recorded meeting is processed, Productive can email a summary to the participants.
Summary emails are sent only for meetings scheduled through your Google or Outlook calendar. Recipients are drawn from the calendar event's attendees, so calls added by pasting a meeting link aren't covered.
📌 The email is sent to attendees who have a Productive account and are internal users (not clients).
Each summary email includes:
Meeting title, date, and duration
Participants
The linked project or deal (if the meeting is linked to one)
Action points
A summary
📌 The summary email is turned on by default. You can turn it off for yourself in Settings > Notifications. To manage this and other email notifications, see General Notification Settings.
