Easy Tech TutsHow to Use AI Note Taker in ClickUp Easily 2026
By Impran M N
Taking notes during a meeting while also trying to participate is hard to do well. ClickUp's AI Note Taker, powered by ClickUp Brain, aims to solve that by transcribing calls and extracting action items automatically. This guide covers enabling the feature, connecting it to your video conferencing tool, and turning a generated summary directly into trackable tasks.
01Verify ClickUp Brain is active
Check your account preferences to confirm the ClickUp Brain and AI Note Taker features are enabled on your subscription.
02Connect your video conferencing tool
Go to the integrations panel and authorize a connection with Zoom, Google Meet, or Microsoft Teams so the note taker can join your calls.
03Let the AI Note Taker join a meeting
When you start a meeting, the note taker bot connects silently to capture audio and identify multiple speakers.
04Review the transcript
Open the sent meeting document and click 'View Transcript' to see dialogue organized and attributed by speaker.
05Generate a summary and extract action items
Click the AI highlight option to produce a structured summary with key takeaways, then hover over extracted action items to create tasks directly.
06Assign tasks with due dates
Map the newly created tasks onto specific sprint lists and assign them to team members with clear deadlines.
Frequently asked questions
Which video tools work with the AI Note Taker?
It connects with popular platforms like Zoom, Google Meet, and Microsoft Teams once you authorize the integration in your settings.
Can it tell different speakers apart in the transcript?
Yes, the tool uses speaker identification to attribute dialogue to different participants without manual cleanup.
Can I record a quick voice note without a scheduled meeting?
Yes, you can use the Clips or Voice Clips feature inside a task comment thread to capture ad-hoc audio and get an automatic transcription.
Does this feature require a paid ClickUp Brain add-on?
Yes, the AI Note Taker is tied to an active ClickUp Brain subscription, so you'll need that add-on enabled to use it.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
