Go to Project Management > Meetings and open the Recorded tab.
This shows all meetings recorded with Productive Notetaker that you've attended or that have been shared with you.
Click any meeting to open it.
Video Recording
The video recording plays directly in Productive. The video player is synced with the transcript and clicking any timestamp in the transcript jumps to that moment in the video.
Use the controls in the video player to:
Full-screen the video using the full-screen icon
Download the video, change playback speed, or use picture-in-picture via the three-dot menu in the player
Transcript
The transcript shows speaker names and timestamps for the full meeting. Use the toggle in the top-right corner of the transcript panel to switch between two views:
Transcript timeline: a visual timeline showing each speaker's participation, color-coded by speaker; click any point to jump to that moment in the video
Raw transcript: the full transcript with speaker names and timestamps, with a search bar to find specific moments; click any timestamp to seek the video
📌 If multiple people joined the call from the same device, the transcript will attribute all their speech to a single participant. Speaker breakdown in the transcript timeline reflects individual devices, not individual people.
Action Points and Meeting Notes
Action Points and Meeting Notes are displayed to the right of the video and transcript.
Action Points: a list of AI-generated follow-up items identified from the conversation
Meeting Notes: an AI-written summary of the meeting
📌 Action Points and Meeting Notes are AI-generated. Both can be edited directly: click on either section to make changes.
Create Tasks from Action Points
Click the Create tasks from action points button next to the Action Points heading to turn your action points into tasks in Productive.
The AI Assistant opens with each action point converted into a draft task with a verb-first title, a short description linking back to the meeting recording, an assignee based on who was mentioned, other attendees as subscribers, and the linked project pre-filled. If a deadline was clearly stated in the meeting, it's added too.
The Assistant shows you the proposed tasks and asks for your confirmation before creating anything.
Sharing a Meeting
For meetings created from a calendar event, Productive automatically shares the recording with other attendees once the meeting is complete, matching them to existing Productive users by email.
📌 If the meeting was added manually, not from a calendar event, the recording is not automatically shared with other participants. You'll need to share it manually
They'll receive Can view access by default. Attendees without a Productive account won't be added.
To share a meeting manually, click the Share icon at the top of the meeting. Select individual users, teams, or dynamic groups (like the project manager, project members, or all employees) and choose their access level.
📌 Dynamic groups like project manager and project members are only available if the meeting has been linked to a project.
Can view: the person can view the recording, transcript, and notes, but cannot make changes.
Full access: the person can view the recording, transcript, and notes, and edit the meeting title, Action Points, and Meeting Notes.
Sharing access works on top of permissions. A person needs at least the View, edit, and delete meetings the user can access permission to see a meeting shared with them. If they don't have that permission, they won't be able to access it even if you share it directly.
Explore
Click Explore at the top of any meeting to open the AI Assistant with the full meeting as its context. You can ask questions about what was discussed, or use one of the suggested actions:
Create tasks from action points: turns each action point into a draft task in Productive
Create time entry: creates a time entry based on the meeting
Post follow-up note on existing task: adds a follow-up comment to a related task
Editing and Deleting a Recording or Meeting
Click the three-dot menu in the top-right corner of the meeting view:
Edit meeting: lets you edit the meeting title
Delete recording: removes the video file only; the transcript, Action Points, and Meeting Notes are preserved
Delete meeting: removes the entire meeting record including all content
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