Meeting Minutes & AI-Powered Meeting Notes

Capture, assign, and automate meeting outcomes in real time. Project Insight transforms collaboration into actionable plans by automatically converting discussions into tasks, risks, issues, and decisions your team can track—all directly linked to the project plan. Whether you’re running agile stand-ups or executive reviews, every outcome becomes visible, owned, and measurable.

Requirements

Before using AI Assisted Meeting Minutes, confirm that the correct features and add-ons are active in your account. This feature is limited to PI Enterprise customers only. 

Required Add-Ons 

• Projects and Tasks

• Meeting Minutes

• AI features enabled workspace-wide (How to toggle Workspace AI Features on or off)

Additional Add-Ons That Enhance Simulation Detail

• Risks

• Actions

• Issues

• Decisions

How to use Meeting Minutes & AI Assisted Meeting Minutes

1. Access Meeting Minutes

   • From any Project, open Meeting Minutes under Project Views

   • Click + Meeting Minute to start a new record.

2. Record key details

   • Enter a Meeting Title, Date, and Attendees.

   • Use the Discussion Summary field to outline topics covered or paste AI-generated summaries (e.g., from Zoom, Otter, or PI’s AI companion).

3. Capture and assign in real time

   • As you discuss, add Action Items, Decisions, Issues, or Risks directly from the minutes.

   • Assign owners, due dates, and priorities on the spot—no re-entry required.

   • Each Task added automatically links to the project plan for tracking.

   • Any RAID or Task item added notifies the assignee of the new assignment.

4. Link supporting materials

   • Attach meeting documents, design files (e.g., Figma, Sketch), or external resources for quick reference.

5. Review and share outcomes

   • Summarize takeaways and send a recap to participants using Share Meeting Minutes.

   • Linked tasks, issues, and decisions remain visible on dashboards, reports, and RAID logs.

Highlights

• Turn collaboration into action with real-time task and decision capture

• Enumerate and assign action items during the meeting—no re-entry required

• Log tasks, risks, issues, and decisions directly to projects as you discuss

• Link documents, risks, or external files like Figma/Sketch while capturing notes

• Summarize key takeaways and share meeting recaps with linked work items

What sets Project Insight apart?

• Live assignment: Create and assign tasks, issues, and risks in the moment

• Native project plan integration: Notes and actions align automatically with ongoing work

• One-click conversion: Convert notes into structured, trackable work items

• Centralized collaboration: Prep, run, and follow up on meetings from one workspace

• Mobile-ready: Capture, assign, and review notes from any device

Best practices

• Prepare agenda topics as placeholder notes before meetings to speed entry.

• Assign actions during the meeting so ownership is clear while context is fresh.

• Use AI summaries for faster documentation but review before publishing.

• Link decisions to RAID or project milestones for traceability.

• Keep one meeting record per session; don’t overwrite historical notes.

Useful Links

• 🎥 VIDEO PLAYLIST: Meeting Minutes

• 📘 Feature Page: Meeting Minutes Overview