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Notetaker
Getting started with meeting notes in Visualist
Getting started with meeting notes in Visualist

About this feature

After each meeting, Vai creates a Note that includes the transcript, summary, and audio file. Notes are stored in your Library or assigned hub and can be linked to ongoing projects.

What you can do

  • Access transcripts and summaries after meetings.
  • Link notes to specific hubs or keep them in your Library.
  • Review key takeaways and follow-up actions.
  • Search across all notes for topics or clients.

Why it’s useful

  • Personal stylists: Revisit client styling sessions or wardrobe discussions.
  • Interior designers: Refer back to design decisions or feedback threads.
  • Wedding & event planners: Quickly find meeting notes related to vendors or timelines.

How it works

  1. Open the Meetings page.
  2. When the status shows Complete, click View Note.
  3. Access the transcript, summary, and action suggestions.
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