Meetings

PraxisNote helps you prepare for, capture, and follow up on meetings. Record audio with live transcription, run AI analysis to extract summaries and action items, and reflect on your communication patterns — all in one place.

Getting Started

1. Open Meetings from the sidebar.
2. Click the New Meeting button.
3. Fill in the title, date/time, and attendees (optional).
4. Click Create — you’re taken to the meeting editor.
5. Record your meeting or paste a transcript, then run Analyze to get AI-powered insights.

Import from calendar

If you have Google Calendar connected (see Integrations), click Import on the meetings list to pull in upcoming events with their titles, times, and attendees pre-filled.

Meeting List

The meeting list groups your meetings by date:

Group	Shows
Today	Meetings from today
Yesterday	Meetings from yesterday
Day name (e.g. “Monday”)	Meetings from earlier this week
Month + Date (e.g. “Jan 15”)	Older meetings

Within each group, meetings are sorted by time (newest first).

Search

Type in the search bar to filter meetings by title or attendees in real time.

Meeting Editor

The meeting editor is organized into collapsible sections. Click any section header to expand or collapse it.

Details Section

The details section contains three editable fields:

Field	Description
Title	The meeting name. Auto-saves as you type. The AI can auto-generate a title from the transcript.
Date & Time	When the meeting occurred. Use the quick-pick buttons (Today, Yesterday) or enter a custom date and time.
Attendees	Comma-separated list of participant names. Used for behavioral analysis context.

Note

All detail fields auto-save with a short debounce delay. You’ll see a “Saving…” indicator in the header while changes are being persisted.

Tags

Add tags to meetings for cross-feature organization. Click the tag area to add tags — the same tag system used by tasks and notes.

Recording & Transcription

PraxisNote supports two recording modes, each optimized for different meeting types.

Microphone

Best for: In-person meetings, phone calls

Records audio from your device microphone. Place your device where it can pick up all speakers.

1. In the Transcript section, click Microphone.
2. Grant microphone permission if prompted.
3. Recording starts with a live waveform indicator.
4. Speak naturally — transcription happens in real time via Deepgram.
5. Click Pause to temporarily stop, or Stop to end the recording.
6. The transcript appears in the text area as you speak.

Online Meeting

Best for: Zoom, Teams, Google Meet, and other video calls

Records both system audio (the meeting participants) and your microphone simultaneously.

1. In the Transcript section, click Online Meeting.
2. A screen/tab sharing prompt appears — select the tab or window running your video call.
3. Recording captures both the meeting audio and your microphone input.
4. Live transcription runs as the meeting progresses.
5. Click Stop when the meeting ends.

Browser support

System audio capture requires a Chromium-based browser (Chrome, Edge, Brave). Safari and Firefox do not support capturing system/tab audio.

Pasting a Transcript

If you already have a transcript from another tool:

1. Expand the Transcript section.
2. Paste your transcript text into the text area.
3. The transcript is saved automatically.

Clearing a Transcript

Click Clear in the transcript section to remove the transcript content. This does not affect any analysis results that were already generated.

AI Analysis

After recording or pasting a transcript, run the AI analysis to extract structured insights.

1. Ensure the transcript section has content.
2. Click the Analyze button.
3. The meeting status changes to Processing with a progress indicator.
4. After 10-60 seconds, the analysis completes and results appear.

Analysis Results

The AI produces several types of output:

Section	What it contains
Summary	A concise overview of the meeting discussion
Key Points	Bullet list of the most important topics discussed
Decisions	Any decisions that were made during the meeting
Action Items	Tasks identified from the discussion, with assignees when detectable
Behavioral Analysis	Communication pattern analysis (see below)
Suggested Tags	AI-recommended tags based on the meeting content

Meeting Statuses

Status	Meaning
Draft	No analysis has been run yet
Processing	AI analysis is currently running
Ready	Analysis is complete and results are available
Reviewed	You have submitted a reflection for this meeting
Failed	Analysis encountered an error — you can retry

Behavioral Analysis

When the AI analyzes a transcript, it generates a detailed behavioral analysis covering:

Speaking Dynamics

• Talk time by participant — percentage of meeting time each person spoke
• Interruption patterns — who interrupted whom and how often
• Question vs. statement ratio — balance between asking questions and making statements

Sentiment & Tone

• Participant sentiments — positive, neutral, or negative tone for each speaker
• Tone shifts — moments where the conversation tone changed significantly
• Emotional indicators — detected emotional cues in the language

Communication Patterns

• Overall clarity score — how clear and direct the communication was
• Follow-up patterns — topics that were or weren’t followed up on
• Engagement levels — high, medium, or low engagement per participant

Red Flags

The AI detects potential communication concerns:

Type	Description
Evasive	Avoiding direct answers to questions
Hedging	Excessive qualifiers and non-committal language
Defensive	Reactive or self-protective communication
Inconsistent	Contradictory statements within the meeting

Each red flag includes context, the participant involved, and a severity rating (low, medium, high).

Action Items

Action items are automatically extracted from the transcript during AI analysis.

Managing Action Items

• Toggle complete — click the checkbox to mark an action item as done
• View assignee — if the AI detected who was assigned, their name appears as a badge
• Promote to task — click the promote button to create a task on the kanban board

Promoting to Tasks

1. Find an action item you want to track on the kanban board.
2. Click the promote button (arrow icon) next to the item.
3. A task is created in the Todo column with the action item text as the title.
4. The action item now shows a status badge linking to the task.
5. Click the badge to navigate to the task on the kanban board.

Note

Promoting creates a one-way link. Toggling the action item checkbox does not change the task status, and vice versa.

Reflection

After AI analysis is complete, you can submit a self-reflection to build self-awareness about your communication patterns.

1. Expand the Reflection section (appears after analysis completes).
2. Answer the prompted questions — each has quick-pick options and a freeform text field.
3. Click Submit Reflection to save.

Reflection prompts are tailored to the behavioral analysis results and may cover:

• Talk time — how much you think you spoke vs. what the AI measured
• Engagement — your self-assessed participation level
• Tone — your perception of your communication tone
• Interruptions — awareness of interruption patterns
• General — open-ended reflection

Reflections feed into the Insights dashboard, helping you track self-awareness over time through the Johari Window.

Excluding from Insights

If a meeting is atypical (e.g., a casual chat, a presentation where you were the sole speaker), you can exclude it from behavioral trend calculations.

Click the exclude toggle in the meeting editor to prevent this meeting from affecting your Insights dashboard metrics.

Importing Meetings

Google Calendar Import

With Google Calendar connected:

1. Click Import on the meetings list page.
2. A dialog shows upcoming calendar events for the next 7 days.
3. Select the events you want to import.
4. Click Import Selected — meetings are created with title, date/time, and attendees pre-filled.

Screenshot Import

You can also import meetings by taking a screenshot of your calendar:

1. Click Import on the meetings list page.
2. Choose the Screenshot tab.
3. Upload or paste a screenshot of your calendar view.
4. AI extracts event details (title, time, attendees) from the image.
5. Review and select the events to import.

Transcript Import

Import meetings from Google Gemini meeting notes or any meeting transcript:

1. Click Import on the meetings list page.
2. Choose the Transcript tab.
3. Paste your meeting transcript text, or click upload .txt or .docx files to import from files.
4. Click Parse with AI to extract structured data (title, date, attendees, summary, action items).
5. Review the parsed results — each meeting shows a status badge:
   • Complete — all key fields were extracted successfully
   • Needs Review — some fields could not be extracted (check the warning message)
   • Duplicate — a meeting with the same title and date already exists
6. Select the meetings you want to import and click Import.
7. The success screen shows how many meetings were imported and action items found.

Tip

This feature is ideal for corporate Google Workspace users who cannot connect Google Calendar due to admin restrictions. Copy your Gemini meeting notes and paste them directly into PraxisNote.

Deleting Meetings

1. Open a meeting in the editor.
2. Click the trash icon in the header bar.
3. A confirm button appears with a countdown — click to confirm.
4. A toast notification appears with an Undo button (5-second window).

Keyboard Shortcuts

Shortcut	Context	Action
Escape	Meeting editor (not in a text field)	Navigate back to meetings list

Tips & Best Practices

Record everything

Even for quick meetings, hit record. You can always discard the transcript later, but you can’t recover insights from a meeting you didn’t capture.

Online Meeting mode for remote calls

Use the “Online Meeting” recording mode for Zoom/Teams calls — it captures both sides of the conversation, producing much better transcripts than microphone-only recording.

Promote action items immediately

Right after analysis completes, scan the action items and promote any that need tracking to the kanban board. This ensures nothing falls through the cracks.

Reflect honestly

The reflection feature is most valuable when you’re candid about your self-perception. The gap between self-assessment and AI analysis is what powers the Johari Window insights.

Tag meetings by project

Apply consistent tags to meetings, notes, and tasks in the same project. The Tag Hub then gives you a complete view of all project activity.