Take meeting notes

Extension on by default

Meetings captures your meetings on your own machine, transcribes them live, and turns them into a shareable summary when you're done.

Open Meetings from the left sidebar to see your upcoming meetings on a calendar and your finished ones under Past notes. When you record, a single workspace holds your notes and the live transcript. When you end transcription, Glean Tau writes a summary on your machine and uploads the meeting to Glean. It then appears under Past notes in Glean Tau, and in Glean Web under Library with the Meeting Notes filter.

Each meeting produces three things:

• Notes — Notes you type during the meeting, autosaved as you go. Live on your machine while recording, then a versioned note in Glean after upload.
• Transcript — The live speech-to-text transcript, labeled You and Others. Committed locally as it's captured, then uploaded to Glean.
• Summary — A concise summary generated when the meeting ends. Generated on your machine, then uploaded to Glean.

Glean Tau doesn't store raw meeting audio or screen video.

Decide when to use Meetings

Use Meetings for conversations where you want an accurate record and a summary without taking full notes yourself:

• Standups, planning, and design discussions you want to summarize
• Customer or stakeholder calls where decisions and action items matter
• Interviews or reviews you want to revisit by transcript
• Any meeting you'll want to ask questions about afterward in a linked chat

It captures your microphone and system audio locally, so use it only with the awareness and consent of meeting participants, and follow your organization's recording policy. For a meeting you can't record, open its note and type in Notes without starting transcription.

Prerequisites

• Meeting Notes enabled for your workspace by your admin
• On macOS, Microphone, Screen Recording, and System Audio permissions granted the first time you open Meeting Notes. After you grant Screen Recording and System Audio permissions, restart Glean Tau.
• On macOS, version 14.4 or later, which Glean Tau needs to transcribe system audio
• On Windows, Microphone access. Windows doesn't need a separate system audio permission.

Start a meeting

Start a meeting in the following ways:

• Ad hoc: on the Meetings page, choose Start meeting notes to start transcribing immediately.
• Scheduled: select a meeting on the calendar to open its editable note without recording. Choose Start transcription when the meeting begins. If the calendar event has a meeting link, Join meeting appears after transcription starts.
• From a reminder: before a scheduled meeting, the reminder notification offers Join & take notes, which starts transcription and opens the meeting link, or Take notes, which opens the note without recording.
• Detected: when you join a supported meeting app, a notification offers to start notes for the matching calendar event.

Work during a meeting

• Type notes in Notes and follow the live Transcript.
• Use the transcription controls to control capture: the pause button, Resume, and End. Hover a control to see its full name, such as End transcription. If the connection drops, the transcript shows a reconnecting state, and pause and End stay available. If Glean Tau can't reconnect, transcription pauses. Select Resume to try again. If transcription stops because of an error, the Transcription Stopped notification offers Resume to continue the same meeting. If you dismiss the notification, or it expires, Glean Tau ends the meeting and generates its summary.
• Transcription pauses automatically after about seven quiet minutes, and a notification offers to resume it for about five minutes. Transcription also ends when you leave the meeting in a supported meeting app.
• End stops transcription without leaving the meeting in your meeting app.
• While a meeting is in progress, its notes and transcript live on the machine recording them. Saved confirms the local copy, not that Glean has your latest edit. The copy in Glean exists only after the meeting uploads.

Leaving the Meetings page doesn't stop transcription. To return to the active meeting, select the Open meeting in Meeting Notes indicator, or select the Ongoing meeting row on the Meetings page.

warning

Muting yourself in the meeting app doesn't stop transcription. Assume the meeting is still being transcribed until you select End in Glean Tau.

Review a meeting afterward

End finishes capture. Glean Tau then saves your notes and transcript locally, generates the summary, and uploads your notes, summary, and transcript to Glean. A meeting with no content is discarded.

Open Past notes to read previous notes, summaries, and transcripts. A completed meeting is read-only apart from its notes. Edits to your notes after upload update the copy in Glean.

From a past meeting, you can:

• Copy content with Copy notes, Copy summary, or Copy transcript.
• Share the summary with specific people or your company with Share summary. A shared meeting shows Shared.
• Open the meeting note artifact in Glean Web with Open in Glean. It's filed under Library with the Meeting Notes filter.
• Continue the meeting with Resume, for a completed meeting that has a summary. Glean Tau adds new speech to the existing transcript and regenerates the summary when you end transcription again.
• Delete the meeting. Glean Tau asks you to confirm first.

A summary you created can list Action items, the follow-up tasks Glean Tau found in the meeting. Select Start beside an item to send it to a new chat outside any project, so the agent can begin on it.

If the summary wasn't generated, select Generate summary, or Retry summary if generation failed. If the upload didn't complete, select Retry upload.

Search past notes

Use Search past notes to find a meeting by title or participant. For meetings recorded on this device, search also matches notes, summary, and transcript text, and shows a matching excerpt. Press Esc to clear the search.

Chat about a meeting

Select Chat to open the chat linked to that meeting. If the meeting doesn't have one yet, Glean Tau creates it. You can start the chat before the transcript has content. The chat receives the transcript as it becomes available.

To add part of the transcript to the chat, select text or hover a transcript entry and select Add to chat. Deleting a meeting chat removes only the chat, not the meeting's notes, summary, or transcript.

Configure meeting reminders

Open Settings → Extensions, then open the Meeting Notes settings to turn reminders on or off:

• Scheduled meeting reminders notify you before calendar meetings.
• Meeting detection reminders notify you when Glean Tau detects that you joined a supported meeting app.

The Meeting Notes toggle on the Extensions page shows or hides the Meetings UI. It isn't a reminder setting.

Limitations

• Upcoming meetings: the calendar always shows today and lists later days only when they have events. A day with no events doesn't appear.
• One recording at a time: turning off the Meeting Notes view removes its UI but doesn't stop an active recording.
• Transcript retention: your organization's retention policy can delete transcripts or turn off transcript access. When access is off, the Transcript tab says so.

See also

• Extensions — turn Meeting Notes on or off and reach its settings