AI Notetaker

For the notetaker, I should be able to automatically get access to my team's meeting notes (and to be able to set it to auto-record for external meetings only or internal too) and to automatically setup their settings and be able to control that they have it on.

Would love to have the video also recorded and to be able to access that like Fathom

This is a must for our workflow where we meet with lots of our clients in person to present them are products for sales.

I apparently had only been using the AI Notetaker for calls that lasted less than one hour, but I was relying on the notetaker to record a visual demo for me, and the call lasted longer than one hour, and I ended up with only an audio recording. I Googled it after the fact and learned that the feature is still in beta, but it seems crazy that there is no alert that the video recording is stopping or won't be delivered, or that you wouldn't deliver the first hour of video recording. I would have used another service to record my call if it had been clearly labeled anywhere in the UX.

Current Challenge: The AI Notetaker joins all calendar events by default once enabled. To exclude it from specific meetings, I must manually go through each event to disable participation. For users with high meeting volumes, especially daily stand-ups or low-priority calls, this becomes time-consuming and impractical. --> It would be great to have bulk management options in the AI Notetaker settings.

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Recently there are more and more just audio recordings of the meetings. Would like to see video recordings of them as well. I was almost sure I had recordings in video up to 2 hours once, but now a meeting of 1.5 hours is just audio?

The default date format is mm/dd/yyyy which is something that is confusing for us. We use dd-mm-yyyy or preferably yyyy-mm-dd - Meeting name. Would be nice if we can have some additoinal context to be added to AI notetaker, e.g. Agent instructions that we can add yourselves.

Currently, ClickUp Agents can only be triggered by actions on tasks or chats, not directly by actions on Docs. We need the ability for Agents to trigger and perform actions (such as duplicating, moving, or tagging) when a Doc is created, updated, or tagged—without requiring a linked task. This would enable workflows like automatically filing AI Notetaker meeting notes in the correct Doc location based on tags or content, without manual task creation. This feature would greatly improve automation and organization for teams using Docs as primary records.

A potential workaround that could help with pinpointing and correcting translation and transcription errors more efficiently: adding timestamps. If key takeaways, action items, and topic bullet points included timestamps, users could easily jump to the relevant part of the recording and correct any issues before finalizing the MOM.