Create a note-taking assistant

Learn how to set up an automated meeting note-taker that joins your meetings, creates docs with notes and recaps, and emails them to you.

Welcome to the sixth and final lesson of our AI personal assistants course!

In this tutorial, we'll walk you through the process of creating a meeting note-taker with Lindy. This AI personal assistant will join your meetings, take notes, create summaries, and send you the results automatically. By the end of this tutorial, you'll have a fully functional meeting assistant that can help you stay organized and clear on meeting next steps.

Steps we’ll follow in this tutorial:

  • Set up the meeting note-taker template
  • Set up the event filtering condition
  • Configure the meeting recording settings
  • Set up document creation
  • Configure message and email notifications
  • Test your meeting note-taker

You’ll need:

Let’s dive in!

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