What are meeting summaries and action items?

Retrieve concise meeting recaps and actionable follow-ups with Summaries and Action Items, now available in the Nylas Notetaker API. Add more context to your AI applications by using our API to record, transcribe, and now generate meeting insights across Zoom, Microsoft Teams, and Google Meet. Summaries and Action Items is built to help developers build meeting intelligence for any use case or SaaS integration.

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API for meeting summaries and action items

Why add meeting summaries and action items to your app?

Meeting summaries and action items transform raw transcripts into usable outputs, empowering teams to focus on execution rather than review.

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Clarity over clutter

Provide summaries and action items instead of long transcripts, highlighting decisions and responsibilities for quick reference.

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Save time and reduce errors

Eliminate manual note-taking and custom AI pipelines, delivering accurate follow-ups without extra engineering.

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Actionable outputs

Generate structured data like JSON summaries to automate workflows, ensuring meetings lead to real progress.

What you’ll get with Summaries and Action Items

More than just endpoints. The Nylas Notetaker API helps you build AI meeting features faster.

Enable and disable summaries and action items

Get complete control to turn Summaries and Action Items on for every meeting via API call or through the Notetaker API’s calendar sync settings. 

Custom instructions for summaries and action items

Customize how outputs are generated. Prompts are flexible so you can tailor summaries and action items for industry-specific use cases and frameworks. 

Speaker labels for action items

Work with transcripts that have accurate speaker labels, so your action items are automatically attributed to the right meeting participants. 

Returns URLs for files with summary and action items

Retrieve secure JSON file URLs for easy access and integration into any SaaS app you’re building or using.

Calendar Sync

Automate meeting recordings and seamlessly generate summaries and action items without user intervention or manual bot deployment.

  • Integrates natively with Google and Microsoft Calendars to monitor events.
  • Auto-deploys bots to scheduled Zoom, Teams, and Google Meet calls for instant analysis and output.
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How meeting summaries and action items work?

Integrating summaries and action items into your app is straightforward with the Nylas Notetaker API. Here’s how it works:

 

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Invite the Notetaker bot

Use a POST /notetakers request with the meeting URL to schedule the bot for a Zoom, Teams, or Meet call.

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Automatic Recording & Transcription

The bot joins, records, and transcribes the meeting with AI.

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AI Analysis

The API generates summaries and action items with optional custom instructions and access JSON files via signed URLs.

Use Cases

Transform your app with meeting summaries and action items

This feature unlocks powerful use cases to make your application more productive and user-friendly.

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CRM platforms

Automatically log call summaries and action items into opportunity records for precise deal management and follow-ups.

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Recruiting Tools

Generate summaries of candidate interviews with key insights and next steps, streamlining hiring decisions.

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Project Management

Extract action items from meetings to update tasks, ensuring accountability and project momentum.

FAQs

Need more help? Let’s talk!

What do Meeting Summaries and Action Items do?

After every meeting, Notetaker generates a summary of key points and a list of action items with owners and due dates.

How is this different from transcripts?

Transcripts are raw; summaries and action items highlight decisions, responsibilities, and follow-ups.

Who is this for?

Sales, customer success, coaching teams, and developers building meeting intelligence tools.

How do I enable it?

Use the /notetakers endpoint or grant’s meeting_settings with “summary”: true and “action_items”: true.

Is there an additional cost?

No, it’s included in Notetaker at no extra charge.