Enabling PI Meeting Notetaker

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.

How to enable PI Meeting Notetaker

PI Meeting Notetaker can be enabled for any meeting currently tied to a workspace in Perform. To enable the notetaker:

Log in to PI Perform.
Select the desired workspace on the left-hand side.
Click the link titled "Invite PI meeting Notetaker" near the top of the agenda.
A pop-up will appear prompting you to confirm the correct meeting link for the notetaker to join.
- If you're enabled Perform's calendar integration, the link should automatically sync from your calendar. (You can also manually input a meeting link if Perform is pulling in the wrong one.)
- If you haven't enabled the calendar integration, you will be prompted to manually enter a meeting link.
Once you've selected/entered the correct link, click "Invite PI Meeting Notetaker."
You should receive a success message in the bottom-right corner, explaining that PI Meeting Notetaker has been invited to your meeting.
You will also see a chip at the top of the screen explaining that PI Meeting Notetaker is currently being used.
If you haven't already joined the meeting yourself, click the "more actions" button on the right-hand side.
Click "Join meeting" from the dropdown options.
You will join your video meeting (via Zoom, Microsoft Teams, etc.).
Depending on your video conferencing software, you may be asked to approve PI Meeting Notetaker. Here's an example of what Zoom may ask:
Approve the addition of PI Meeting Notetaker.
PI Meeting Notetaker will join your meeting as a meeting participant.

Talk through your meeting agenda as normal. Once you end your meeting, PI Meeting Notetaker will compile everything said and generate an AI-powered summary of key takeaways and suggested action items.

Tip: Not seeing your meeting summary? Try manually stopping the notetaker to trigger the summary creation.

How to manually stop PI Meeting Notetaker

While PI Meeting Notetaker is designed to auto-generate your meeting summary once the meeting has ended, you can also manually generate the summary at any time.

To do so:

Return to Perform.
Click the "more actions" button next to the "Meeting in progress with PI Notetaker" chip.
Select "Stop notetaking & create summary" from the dropdown options.
Your summary will appear at the top of your meeting agenda.

FAQs

General questions

What meetings are best used with PI Meeting Notetaker?

PI Meeting Notetaker is recommended for any internal, recurring meeting for which you have a Perform workspace! We encourage you to use it for manager 1:1s, team check-ins, cross-functional meetings, and other meetings where the notetaker would be helpful.

Which meeting platforms does PI Meeting Notetaker support?

PI Meeting Notetaker currently supports Zoom, Microsoft Teams, and Google Meet.

Note: Zoom webinars are not supported at this time.

Is it possible to pause/resume the PI Meeting Notetaker?

No. Currently, PI Meeting Notetaker does not support pause or resume functionality. That said, we plan to add this functionality in the near future.

Meeting summaries

I'm only seeing a portion of the meeting summary. How do I view the full summary?

Click the link titled "View full summary." Doing so will expand the content of the meeting summary so you can see all the contents.

I don't see the meeting summary under "Agenda." Where can I find it?

You can find any past meeting summaries via the "History" tab of your workspace.

To find past meeting summaries:

Click the "History" tab within the relevant workspace.
Select "Meetings Notes" (if not already selected).
You will see your most recent meeting summary.
You can also refer back to older meeting summaries by selecting a different date on the dropdown calendar.

Can I edit the AI-generated summary?

No. Currently, PI Meeting Notetaker does not support the ability to edit summaries. That said, you can accept or reject any AI-suggested action items before they go live.

We’re considering adding the ability to edit summaries, and will have more details to share in the future.

Data privacy

Does PI Meeting Notetaker record audio or video?

No. PI Meeting Notetaker does not record audio or video from your meeting. Instead, our tool leverages meeting captions from your video conferencing tool (Zoom, Teams, etc.) to help summarize notes.

Who can access AI summaries generated by PI Meeting Notetaker?

Only members of a specific workspace can access AI summaries generated in that workspace. Summaries are never shared outside of that workspace (unless you manually copy and share it).

Troubleshooting questions

The notetaker isn’t working in my Microsoft Teams meetings. Why?

There are 2 common reasons why:

Your organization limits Team meetings to logged-in or CAPTCHA-verified users. (PI Meeting Notetaker is designed to join as an anonymous participant.) To use PI Meeting Notetaker, reach out to your IT team and request the ability to allow anonymous participants.

Your organization uses non-business Teams meeting links. PI Meeting Notetaker only supports links containing “teams.microsoft.com.” If your meeting uses the “teams.live.com” URL, you will need to switch to a business link to use the notetaker.

If neither scenario applies to your organization or you’re still experiencing issues, please reach out to our support team.