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Taking notes during meetings

Take manual notes in addition to Coffee's automated AI notes

Updated over a week ago

Coffee automatically handles your meeting notes when recording is enabled, but you can also add manual notes to specific meetings, people, or companies.


​To learn more about how these summaries are generated and where to find them, see Meeting Summary.


Adding manual notes to a meeting

You can add your own notes to any meeting scheduled on your calendar.

  1. Navigate to your Today page.

  2. Select the specific meeting you want to annotate.

  3. Click Notes.

  4. Type your observations or additional information into the text field.

Manual notes are automatically saved within the meeting summary under a dedicated "Manual Notes" section. These notes are also linked to any person or company included in the meeting invitation.

You can also add notes to any person, company or deal (see Adding notes to a company, person or deal.)

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