Productive

Notetaker

Productive has a built-in meeting recorder that captures transcripts, generates AI summaries, and converts action items directly into tasks.

Set up calendar sync

  • Go to Settings > App Marketplace > Connected Apps
  • Connect both Microsoft Mail and Microsoft Calendar (if this did not happen during Day 1 Introduction)
  • Check Time > Calendar View to confirm the sync has worked (can take 24-48 hours)

To record a meeting

  • Go to Project Management > Meetings > Upcoming, find your meeting, and toggle on Notetaker
  • Use the + button (top right) to paste a meeting URL directly if preferred
  • Link the project or deal before or after the meeting for context
Productive Notetaker

Other notetakers

We also have an account with Otter.ai, but our licence features a maximum of 25 seats and is available to some of our power users. Contact Karina if you feel you need a seat.