Meeting Notes
Capture what happens during every meeting. Auto-transcribe with Otter or Fireflies, or add notes manually. Either way, SavirOS processes the content into summaries, action items, and relationship updates.
Two Ways to Capture
Auto-Capture
Connect Otter.ai or Fireflies.ai. Transcripts import automatically after each meeting ends.
Recommended — hands-free, comprehensiveManual Entry
Add notes after any meeting. Quick summary, key points, action items. Works for calls, in-person, or when recording is not appropriate.
Works everywhere, no recording neededTranscription Integrations
Otter.ai
AvailableReal-time transcription with speaker identification. Transcripts sync automatically after meetings end. Supports Zoom, Meet, and Teams.
Fireflies.ai
AvailableAI meeting assistant that joins your calls. Full transcripts with searchable archives and topic detection.
Connect in Settings → Integrations.
Post-Meeting Workflow
After a meeting ends, here is what happens automatically:
Content arrives
Transcript imports from Otter/Fireflies, or you add manual notes.
AI generates summary
A 3-5 sentence overview of what was discussed and key decisions made.
Action items extracted
Promises and commitments are identified with owners and due dates when mentioned.
Follow-up email drafted
AI writes a follow-up email recapping the meeting. Review, edit, and send.
Relationship records updated
Everything is added to each attendee's profile, building compounding memory.
What AI Does With Your Notes
Generate summaries
Concise overview of what was discussed. Key decisions, topics covered, and sentiment.
Extract action items
Who promised what, with due dates when mentioned. Tracked as “open loops” in your relationship record.
Draft follow-up emails
AI writes a follow-up email recapping the meeting with next steps. You review and edit before sending.
Update relationship records
Notes, summaries, and action items are added to each attendee's profile. Future prep briefs reference this data.
Adding Manual Notes
Open the meeting in your calendar view
Click "Add notes"
Write a quick summary: what was discussed, decisions made, next steps
SavirOS processes it the same way as a transcript
Tip: Even brief notes help. “Discussed pricing. They will get back by Friday. I need to send proposal.” is enough for AI to extract action items and update the relationship record.
Meeting transcripts and notes are only accessible to you. They are used to generate summaries and update your relationship records. Your data is never shared with other users or used for AI training.