Motion AI Notetaker Notes

Note: This article assumes you've read "Motion's AI Notetaker". If you haven't, we recommend starting there for foundational concepts.

Summary:

Motion AI Notetaker Notes allow you to unlock your organizational potential by storing all your past, present, and future meeting notes all in one place. Whether you'd like to prepare notes for an upcoming sales call, or simply reflect back on the action items from last week's budget meeting, you can do it all with Motion Notetaker Notes.

Stored neatly in the 'AI Meeting Notes' section of your Motion dashboard, Motion Notetaker Notes ensure you come prepared to all your meetings and never lose track of any of your meeting's recordings, discussion points, and action items. Additionally, you can now create tasks, projects, and documents directly from your Motion Notetaker Notes.

In this article we will introduce Motion Docs, highlight all the amazing features, and detail best practices to allow you to get the most out of your Motion experience.

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Accessing Motion Meeting Notes

To access your Motion AI Meeting Notes, simply navigate to the 'AI Meeting Notes' tab located on the left-hand side of your Motion dashboard (under 'Team Schedule' and above 'Tutorials').

Getting the Most out of Your Motion Docs: Pre and Post Meeting

Pre-Meeting Approach:

• Navigate to the 'My Future Calls' section in the AI Meeting Notes tab.

• Select a meeting from the list of future calls.

• Upload any forms of documentation, talking points, and notes to best prepare for the upcoming meeting.

Note: Meeting notes are publicly viewable to all meeting invitees. Additionally, meeting summaries and action items from the meeting will be added to any pre-existing meeting notes added prior to the meeting.

Post-Meeting Approach:

• Navigate to the 'My Calls' or 'Shared with Me' section(s) of the AI Meeting Notes tab.

• Select a meeting from the list of past calls.

• Review all the meeting summaries, notes, and action items from the meeting.

• If you haven't already done so, you can approve the meeting's action items directly from your meeting notes. Approving an action item will immediately create an auto-scheduled task in Motion.

• Rewatching meeting recordings and reviewing meeting notes/action items ensures you are always up to date and never out of the loop.

Creating Tasks, Projects, and Documents from Meeting Notes

Follow the instructions below to create new Tasks, Projects, and Documents directly from your Meeting Notes:

• Navigate to any of the sections (My Calls, Shared With Me, All Calls, or My Future Calls) in your Meeting Notes.

• Select a specific event you would like to create your task, meeting, or document from.

• Use the / feature to open a list of editing options.

• Select either 'New Task', 'New Project', or 'New Doc' from the base of the editing options list.

• Once created, simply click into the new task, project, or doc directly from the Meeting Notes to access either the task/project modal or be directed to the new documentation notes page.