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Guide · 1 min read

Meet Stella, your meeting notes done for you

Stella Notetaker turns your client video meetings into a summary and action items, ready to file once you've checked them.

Stella lines up your client meetings and posts the summary when they finish.
Stella lines up your client meetings and posts the summary when they finish.

In a client meeting, your attention belongs to the client, not your keyboard. Stella Notetaker means you can listen properly and still leave with complete notes.

How Stella works

  • She lines up your meetings. When a client video meeting lands in your calendar, Stella picks it up automatically. For anything else, paste a Teams or Zoom link.
  • Notes in minutes. About 10–20 minutes after the meeting ends, a summary and suggested action items are ready for you to review.
  • A head start on the fact find. Ask Stella to fill in fact-find answers from what was discussed, then review every field before it saves.

You decide what's kept

  • Nothing is filed and no tasks are created until you confirm.
  • Confirmed summaries sit on the client's Communication History, dated to the meeting, alongside their emails.
  • Skip any meeting you don't want covered.

Stella works from the meeting transcript rather than recording the call herself, and you remain responsible for telling clients a meeting is being transcribed.

Let Stella take the notes.

A 30-minute walkthrough of the platform and Stella.