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How to take efficient meeting notes with Zoho Notebook AI? What are the exact steps to do so?

2025-08-20 223

Intelligent meeting recording four-step process

Step 1: Pre-preparation
Create a new note card on mobile/computer and select "Audio Card" or click the microphone button. It is recommended to enable the "Speaker Recognition" function (Pro version required) to easily distinguish between different participants.

Step 2: Real-time recording
The entire meeting is recorded and the AI is synchronized and executed:

  • Automatically recognizes terminology (e.g. "ROI analysis") and adds stars to it
  • Marking key time points (when trigger words such as "summarize" occur)
  • Generation of real-time subtitles (suitable for cross-border teleconferencing)

Step 3: Post-processing
After the meeting, click on "AI Processing" to select it:

  • "Generate a summary" to extract 3-5 core findings
  • "Create to-do" converts "need to follow up" type statements into task lists
  • "Optimizing presentation" adjusts colloquialisms to official reporting language

Step 4: Collaborative distribution
When sharing to attendees via Noteboard, set edit permissions:

  • Supervisor may amend portion of resolution
  • Executive level can only comment on specific tasks
  • Read-only permissions granted to external clients

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