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Meeting notes

ClarityLoop’s meeting notes feature helps capture key points, decisions, and action items during 1:1 meetings. Notes are collaborative, easy to reference later, and can be converted into tasks using AI.

How to use meeting notes​

  1. Open the meeting.

    • In the ClarityLoop web app, go to 1:1 Meetings and select an ongoing or past meeting.

  2. Add notes collaboratively.

    • Both participants can contribute notes in real time.
    • When notes are saved they are visible to both parties.

  3. Use voice-to-text (optional).

    • Click the microphone icon to dictate notes directly.
    • The system transcribes your voice into text for easy capture during discussions.

  4. Summarize into actions.

    • Click "Generate Actions" and the AI assistant will suggest action items based on the content.
    • Assign actions directly or review them later.

Why structured notes help​

Effective 1:1 meetings rely on structure and clear documentation. ClarityLoop’s note-taking system provides:

  • Clarity: Meeting details are captured in a consistent, easy-to-read format.
  • Focus: Notes focus on key discussion points, not irrelevant side topics.
  • Follow-through: Action items are linked to the meeting for ongoing visibility.

AI-powered action summaries​

ClarityLoop uses AI to identify and structure action items by analyzing the notes.

  • Extracts tasks with owners and deadlines when mentioned.
  • Highlights key themes, like feedback patterns or growth discussions.
  • Suggests next steps where possible to reduce post-meeting workload.

Example:
"Discussed the new onboarding process." → (Action: Assign Alex to create the onboarding checklist by next week.)

Best practices​

  • Use voice-to-text for faster note-taking: Great for capturing ideas during fast-moving conversations.
  • Focus on decisions and actions: The AI will help summarize and structure the details.
  • Review notes together: After the meeting, check the action items for accuracy.

FAQs​

Who can edit the notes?
Both meeting participants can edit notes during, or after the meeting.

Where can I find past notes?
Notes are available in the 1:1 Meetings section and linked to the relevant event.

Can we customize the note format?
The notes follow a standard structure to maintain clarity but allow for free-form text as needed.

What if we forget to take notes?
You can add notes after the meeting, though it's best to capture them during the conversation to retain context.

Next steps: