AI Notetaker

Currently, the bot has Name's ClickUp Notetaker as the name of the bot. Ideally we'd like to have more control over the experience of the bot and adjust the name, image and possibly even chat messages it pushes in the conversation.

"Sometimes in Customer facing calls I share content that I would like to review later via a video recording"

It would be very nice to be able to add AI Notetaker to SyncUp meetings!

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.

We can create Zoom meetings from Tasks directly. Currently, if we want Notetaker to join, we need to create the meeting, copy the link, go to calendar, create a calendar event and join from there. We should be able to toggle to have Notetaker join meetings created from Tasks, or a workspace-wide "Join ALL meetings" setting, not limited to Calendar.

Enable manual activation of the AI notetaker during meetings through the button bar in the web browser or from the popup sidebar.

The ability to choose which list the tasks should be generated/created into from the AI notetaker would make awesome. : )

I need to be able to set triggers for meetings to automate actions. Example: When {project} is mentioned, add action steps to list}

Not to jump on the "you're competing with Fathom" bandwagon, but including audio feels like an afterthought if the Key Takeaways and transcript don't have timestamps. Ideally, hyperlinking the timestamps to the audio timeline would also be great but I realize this would require a lot of extra work...

Have the note taker be invited to recurring meetings. Right now I have to enable it for each instance Have the notes from recurring meetings organized so each meeting is a page and the A toggle to decide if you want to share notes automatically with other attendees - would essentially be null if #2 was enacted because you could share the entire note with the attendees and they should have access to everything -I think lol