monday Notetaker

Your best sales meetings happen in person. Now you can capture every one of them. monday On-The-Go NoteTaker lets you record face-to-face meetings right from your phone, then automatically transcribes and summarizes them inside monday CRM. No laptop needed. No Zoom link required. Just tap record and focus on the conversation. What it does: Record any in-person meeting with one tap. Even without a signal, the app captures and stores the audio locally, then uploads and processes it the moment you're back online. By the time you're done commuting, your summary is waiting. Back at your desk or on the train, you can review all your past meetings, summaries, and key insights directly from the app. Everything stays in sync with monday CRM, so nothing falls through the cracks between the field and your pipeline. Built for people who sell face-to-face. Field reps, account managers, consultants -- anyone who spends time in rooms with clients and not on video calls. If you've ever lost track of what was said, missed a follow-up because your notes were incomplete, or spent 20 minutes writing up a meeting you barely had time to breathe in -- this is for you. Key features: One-tap recording for face-to-face meetings Offline recording with automatic upload when back online AI transcription and meeting summaries, powered by monday NoteTaker Review past meetings, summaries, and insights from your phone Fully synced with your monday CRM workspace Requires a monday.com account with NoteTaker access.