Run a meeting with live notes

Schedule a meeting whose notes are shared live and whose action items become tasks.

You'll create a meeting where attendees edit notes together in real time, and any checkbox lines automatically turn into tasks when the call ends. This keeps everyone aligned during the meeting and turns discussion into action without extra work afterward.

1

Open Meetings in the top navigation.

Open Meetings in the top navigation.

The Meetings section is where you create and manage all your scheduled calls.

2

Click New meeting.

Click New meeting.

 

3

Set the Title and When — an agenda doc is created and shared with attendees.

Set the title and time — an agenda doc is created automatically and shared with attendees.

An agenda doc is created automatically and shared with all attendees before the meeting starts.

4

Click Schedule meeting — invites go out with the agenda doc attached.

Click Schedule meeting — invites go out with the agenda doc attached.

Invites include the agenda doc as an attachment, so attendees can review it before joining.

5

During the call, everyone edits notes live — checkbox lines become tasks when it ends.

During the call, notes are edited live by everyone — checkbox lines become tasks when the meeting ends.

 

Any line with a checkbox becomes a task in your task list once the meeting ends, so action items are captured without manual entry.

 

What's next

With your meeting scheduled and live notes ready, join the call and start collaborating. Your attendees can edit the agenda in real time, and you'll have tasks waiting for you when it's over.