Meetings & Notes: Lucy’s Note-Taker, Recordings and the Notes Page

Every conversation your team has can end up in one place: the Notes & meetings page. Lucy writes the notes, picks out the decisions and lists the action items with owners and dates, ready to become tasks. There are three ways to get a meeting in:

1. Lucy joins the call. Her silent note-taker joins the Zoom, Google Meet and Teams meetings on your calendar, or any call you send her to.
2. You record it. Record a meeting in the room with your microphone, or a call running in another browser tab.
3. You import it. Upload an audio file you recorded elsewhere.

Which plan? In a PeerBie workspace, meeting notes come with the Lucy AI add-on ($20 per user a month on Pro and above; the 14-day free trial includes it). Booking Zoom, Google Meet or Teams meetings from PeerBie works on every plan. In the personal Lucy app, the note-taker needs Lucy Pro or Max (or the 7-day trial), because the free plan has no calendar.

The Notes & meetings page

Open Notes in the left menu. At the top you record, import or send Lucy to a call. Below is Lucy in your meetings, and then all your recordings, newest first, with a search box and filters for voice notes, lectures and meetings.

Let Lucy join your calendar meetings

1. Connect your calendar: click your photo at the top right, choose My Account, and under Connections click Manage. Connect Google or Microsoft 365.
2. In the Meetings section, switch on Lucy joins my meetings and takes notes. You can also use the Join all my meetings switch on the Notes & meetings page.
3. Prefer to choose? Leave the switch off and pick the meetings Lucy should join this week, one by one, under Lucy in your meetings.
4. Lucy joins every chosen meeting that has a Zoom, Google Meet or Teams link, a minute before it starts. She stays silent and only listens.
5. When the call ends, the notes appear on the Notes & meetings page.

It is good manners, and in many places the law, to tell the other people in the call that Lucy is taking notes.

Send Lucy to a call that is not on your calendar

1. On the Notes & meetings page, click Send Lucy to a meeting link.
2. Paste the Zoom, Google Meet or Teams link.
3. Click Send Lucy. She joins within a minute.

Record a meeting yourself

1. Click Record on the Notes & meetings page.
2. Pick the kind of meeting, such as investor, demo, team or one-to-one. Lucy uses it to shape the notes.
3. Under What should Lucy hear?, choose In the room (microphone) for a meeting around a table, or An online call in this browser for a call running in another tab.
4. For a browser call, your browser asks which tab to share: pick the tab with the call and turn on sharing its audio. Your own microphone is included. This works in Chrome and Edge on a computer.
5. Click Start Meeting. Stop when you are done; the notes follow a moment later.

Want Lucy to answer out loud during the meeting? Tick Engager Mode, then say “Lucy, …” and she replies through your speakers.

To add a recording you made elsewhere, click Import an audio file instead.

After the meeting: notes, decisions and tasks

1. Click a meeting in the list to open it.
2. Read the summary, the key points (decisions and risks included) and the action items, each with an owner and a date.
3. Click Create Tasks to turn the action items into PeerBie tasks with those owners and dates.
4. Click Ask Lucy about this to ask a question about the meeting, for example “What did the client say about the photography?”
5. Click Save to Notion to keep a copy in Notion, or Show next to the raw transcript to read every word.

You can play the audio back for 30 days. Rename a recording with the pencil icon, and use the search box to find any meeting by what was said.

Book meetings from PeerBie

PeerBie does not run calls itself. It books them in Zoom, Google Meet or Microsoft Teams, and everyone joins from the meeting card.

1. In Connections, connect the meeting app your team uses and choose it under Default for new meetings.
2. Schedule from the post composer in the feed, or with Schedule a video meeting on the Notes & meetings page when your workspace has meetings switched on.
3. With the Lucy AI add-on, you can also just ask: “Book a 30-minute Teams call with Deniz and Maya tomorrow at 10.” Lucy shows who will be invited and waits for your OK before she sends the invitation.

Huddles: quick audio rooms with your team

Every team has a Huddle button on the Teams page. A Huddle is an audio room with screen sharing on the web, for a quick talk without booking anything. Invite Lucy or an AI employee into a Huddle and they listen, answer when asked, and write the notes afterwards, including what was shown on screen.

More: Meetings in PeerBie · PeerBie for Zoom

Questions

Does Lucy record video?

No. Lucy listens to the audio and writes notes from it. PeerBie does not run calls itself; your calls run in Zoom, Google Meet or Teams.

Will the other people in the call see Lucy?

Yes. The note-taker joins as a participant, so everyone can see that Lucy is there. She does not speak unless you use Engager Mode in your own recording.

What happens to the recording?

The notes, decisions and action items stay with the meeting. The audio can be played back for 30 days.

Can I choose which meetings Lucy joins?

Yes. Switch on joining for all meetings, or pick them one by one under Lucy in your meetings. You can also send her to a single link.

Does this work with Outlook and Teams?

Yes. Connect Microsoft 365 and Lucy joins the Teams meetings on your Outlook calendar. See PeerBie for Microsoft 365.