💰 Tern's AI Notetaker is free while in beta. Since we do have an hourly cost, there will be an optional additional fee for unlimited monthly usage post Beta (likely starting April).
🚧 As of March 2026, Tern's AI Notetaker is currently in closed beta.
Tern AI Note-Taker: Beta Guide
Step 1: Enable the Notetaker Connection
Go to Settings, then click Email and Scheduling in the left sidebar. You should see both Email and Scheduling listed as connected. If you don't, you'll need to go through the connection process — separate documentation is available for that.
Important: Connecting only your email is not enough. The note-taker requires the Scheduling connection to read your calendar. Right now, this requires either a Google or Microsoft calendar system.
Step 2: Configure Which Meetings It Joins
Once you're in the beta group, you'll see an AI Note-Taker section in Settings. You can control which meetings it joins using four options:
External meetings — Meetings where someone outside your email domain is invited. For example, if your domain is tern.travel and a client from loveinasuitcase.com is on the invite, that's an external meeting.
Internal meetings — Meetings where everyone shares your domain. Uncheck this if you don't want it joining internal team calls.
Organized by you — Meetings where you are the organizer.
Organized by others — Meetings where someone else created the invite.
After making your selections, press Save.
Step 3: How the Note-Taker Joins
Once configured, the note-taker will automatically schedule itself to join any meeting that meets your criteria. A few things to know:
The meeting must have a conferencing link attached to it. It works with Zoom, Google Meet, and Microsoft Teams. Invites without a conferencing link will be skipped.
If you create a meeting at the last minute (e.g., starting in the next few seconds), it may not have enough time to schedule and could miss it.
The note-taker joins using your business name from Business Settings. For example, if your business name is Love in a Suitcase, it will appear as "Love in a Suitcase Note-Taker."
Depending on your conferencing platform settings, you may need to manually admit the note-taker when it requests to join.
A couple of minutes after joining, it will post a message in the meeting chat letting participants know it's recording and that they can ask the host to remove it if they'd prefer not to be recorded.
If there are five consecutive minutes of silence, the note-taker will automatically drop off. It will also leave when the meeting ends.
Handling Privacy
If a participant would prefer not to be recorded, remove the note-taker from the meeting. Each conferencing platform has its own process for removing participants. The recommendation is to let people know upfront that you use a note-taker.
After the Call: Notes and Transcripts
Once a meeting ends, it can take a couple of minutes for the transcript to be processed. After that, a note will automatically appear under the Contacts tab, linked to the relevant contact.
Each note is titled with the meeting name, the conferencing platform, and the date. Inside you'll find:
Summary — Key details the note-taker pulls out, focused on things travel advisors are likely to want to remember (e.g., trip details from a mock France trip in testing).
Action Items — Things people committed to or that you may want to follow up on, automatically extracted from the conversation.
Full Transcript — The complete conversation.
Notes work like any other note in Tern — you can edit, add to, or change them. Coming soon: the ability to chat with your notes, similar to how other note-taking apps work.
Contact Matching
Tern will try to automatically match the note to the right contact record using the same approach as duplicate contact detection — matching on both email address and name. If it can't find a match (for example, if a participant is using a different email than what's in Tern), the note will be unmatched. In that case, you'll receive an email letting you know. You'll also get an email when a transcript has been successfully processed and associated with a contact.
Pricing
The note-taker is free throughout the beta period, which is expected to run through the end of March. After that, there will be an optional paid add-on. The current thinking:
Every account will get a set number of free hours (likely around 5–10 hours, not renewing as a large one-time block they can use at any point).
Beyond that, there will be options for additional monthly hours or unlimited.
The goal is to be cost-competitive and cheaper than tools like Granola and Otter.
This will be completely optional. If it's not adding value, you won't need to subscribe.
Feedback
We'd love feedback on all of it — especially:
What the summary is getting right or wrong
What you wish was included in the summary that wasn't
Action item accuracy
Thanks for being in the beta.