AI Meeting Notes

If you meet with clients regularly—whether to align on strategy or review in-progress work—you’ve likely run into the challenge of documenting and acting on meeting takeaways. Motion.io’s AI Meeting Notes feature helps you bridge that gap by turning meeting transcripts into clean summaries and pre-built task suggestions for both clients and internal team members.

How to Create Meeting Notes in Motion.io

Paste Your Transcript

To get started, open any project in your Motion.io dashboard and navigate to the Notes & Meetings tab. Click the "Add Meeting" button in the top left.

Paste your meeting transcript into the field provided. Then toggle on the “Summarize with AI” option before clicking Save. Behind the scenes, Motion.io will begin processing the transcript and organizing the key takeaways. This process typically takes 1–2 minutes. You’ll receive an email as soon as your summary is ready.

Review the AI Summary and Suggested Tasks

Once the summary is complete, you can view it from the Notes & Meetings tab. The AI will break the transcript into organized sections so you can quickly understand what was discussed, even if you weren’t on the call.

At the bottom of each AI-generated meeting summary, Motion.io provides a list of suggested tasks based on key action items discussed in the conversation. These tasks come pre-filled with smart recommendations for the task type, assignee, and content—saving you from creating them manually.

Finalize and Customize the Tasks

When you click Create Task, the task composer opens with those details already populated. From there, you can assign the task to the appropriate project stage, choose whether it's visible to the client or internal only, and make any final adjustments.

For client-facing tasks, you can add a file upload field or form block; for internal tasks, you might include a checklist or deadline. In either case, the AI jump-starts your workflow, turning meeting notes into clear next steps in just a few clicks.