The 5-minute setup
Set it up once.
Never take notes again.
Everything below takes about five minutes. When you're done, every meeting you have — Zoom, Teams, Meet, or in-person — records, summarizes, and files itself.
Create your free account
~ 30 sec
Create your account with email, Google, or Apple. The free plan is yours forever — 30 minutes of AI processing every month, all 16 templates, no credit card.
- ✓One account works across desktop, mobile, Chrome, and web
- ✓Nothing to configure yet — just sign up and keep going
Install the desktop app
~ 2 min
Download the desktop app — it lives in your menu bar and does the automatic recording. The first-launch wizard walks you through two permissions:
1. Screen Recording
This is how macOS lets apps capture system audio— the voices of everyone else on the call. System Settings → Privacy & Security → Screen Recording → toggle Note Genie on.
2. Microphone
Captures your side of the conversation. If you skip it, Note Genie still records everyone else — you just won't be in the transcript.
Connect calendar & meeting apps
~ 2 min
Open Dashboard → Integrations and connect what you use. All of this is optional — the desktop app already records everything — but integrations make it fully automatic:
Google Calendar / Outlook
See upcoming meetings in the app and auto-record them. Per-calendar toggle, and you can exclude any meeting or recurring series.
Zoom
If your Zoom plan has cloud recording, connect it once and every cloud recording imports itself — Zoom's transcript and real speaker names included. On a free Zoom plan? Skip this; the desktop app has you covered.
Microsoft Teams
Your Microsoft 365 admin connects it once for the whole organization — then every recorded Teams meeting lands in the organizer's Note Genie automatically. No bot in the call.
Google Meet
Connect your Google account and Meet recordings import from Drive as soon as Google finishes processing them.
Add Chrome & mobile
~ 1 min
Two more installs and you're covered on every surface:
- ✓Chrome extension — catches browser-based meetings, records any tab, and turns webpages into PDFs for your knowledge base. Add to Chrome ›
- ✓iPhone / Android app — in-person meetings, lectures, voice memos; push notification when notes are ready. App Store › Google Play ›
Record your first meeting
~ 0 clicks
Join your next call like you always do. The desktop app detects it and this appears in the corner of your screen:
- ✓Virtual meeting? Zoom, Teams, and Meet are auto-detected. Nothing to click.
- ✓In person? Open the mobile app and tap record.
- ✓Already have a recording? Upload any audio, video, PDF, or document from the web dashboard — AI processes it the same way.
- ✓Sensitive conversation? Flip on Privacy Mode and nothing leaves your device.
Meet your notes
~ 30 sec later
About 30 seconds after the meeting ends, your notes are ready: a speaker-labeled transcript on one side, structured notes on the other — TL;DR, key takeaways, decisions, and action items.
Transcript — speakers detected
Dr. Reyes 08:12 Our biggest bottleneck is charting — clinicians lose two hours a day.
You 08:31 If we automated that, what would the impact be per clinic?
Dr. Reyes 08:44 Roughly $30k a month across the network. That's the number the board cares about.
Structured output
Build your knowledge base
the part you'll love
Create a folder per client, project, or class, and drop every related meeting in it. The folder becomes a knowledge base of everything you've ever discussed — and Ask AI answers from all of it, citing the exact meeting and minute:
Every meeting, one place
Kickoff — scope & goals
Mar 4 · 42 min
Design review v1
Mar 18 · 31 min
Budget check-in
Apr 2 · 18 min
Weekly sync #6
Apr 9 · 27 min
Stakeholder demo
Apr 23 · 55 min
What budget did we finally agree on for phase 2, and who approved it?
Phase 2 was approved at $48,000 — up from the original $40k to cover the CMS migration. Dana approved it and asked for invoicing in two milestones.
- ✓Folder Intelligence auto-builds insight tabs across every recording — action items, themes, requirements — and updates as you add meetings
- ✓Drop in PDFs, documents, and photos too — they're read and become part of the same searchable knowledge
- ✓No more "where did we discuss that?" — ask the folder and click straight to the moment it was said
- ✓Share a recording — one link with the video/audio, transcript, and summary. Expires automatically; revoke it anytime.
- ✓Share a folder — invite teammates as admin, editor, or viewer. They see the whole knowledge base and can ask it questions too.
- ✓Recap emails — send the summary and action items to everyone who was in the meeting, right from the recording page.
- ✓Comments & @mentions — discuss specific moments inline; mentioned teammates get notified.
Once you're rolling
Dictate Anywhere
Press ⌘⇧Space and talk — your words type themselves into any app. Great for drafting replies and prompts.
Ask Genie
The desktop assistant answers questions and searches across ALL your meetings — not just one folder.
AI Connect (MCP)
Plug your Note Genie library into Claude and other AI tools so they can search your meetings too.
Five minutes now.
Every meeting after, handled.
30 free minutes every month. No credit card.
Stuck on anything? We'll help ›