This article applies to all Perform users in the PI2 platform.
Meetings are an essential part of the Perform experience. By holding effective meetings, you and your teammates can align on discussion points, assign action items, and create a culture of accountability.
But meetings are only effective when everyone is an active participant. With our latest beta feature, we're tackling an aspect of meetings that always tends to distract rather than help: notetaking.
Introducing the PI Meeting Notetaker: an AI-powered tool that notates and summarizes your team's meeting minutes and actions — so you can focus on the discussion.
Learn how to enable and leverage the Meeting Notetaker in this article.
Note: The PI Meeting Notetaker is currently in beta and may be changed or removed in the future.
How does PI Meeting Notetaker work?
Meeting Notetaker is an opt-in feature that allows users of a workspace to summarize their next meeting through the use of AI.
The tool works by integrating with your video conferencing software, such as Zoom or Microsoft Teams. Simply enable Meeting Notetaker, add your meeting link (if not already detected by Perform), and host your meeting as normal.
When you host your meeting, you will see Meeting Notetaker join your meeting like a normal participant. That means the tool is functioning as intended.
As you talk with your team, Meeting Notetaker will notate anything said. After your meeting wraps, the tool will go to work, summarizing the meeting contents into a digestible AI summary.
Each PI Meeting Notetaker summary contains the following:
A summary of the meeting contents
A list of suggested action items
A more detailed outline of the meeting
Note: PI Meeting Notetaker does not record the actual meeting, nor does it capture any visual input. It is purely a notetaking and summarization tool.