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Limited trial · Google Meet, Microsoft Teams & Zoom · macOS 15+
Overview
Trial users hesitate before inviting a teammate because the workspace does not yet feel ready to share.
Live notes
The first invite still feels risky. People don’t know what their teammate will see.
Let’s move the invite before advanced setup so collaboration becomes the first value moment.
I can rewrite the empty state and show a preview of the invited teammate experience.
We should track invite sent, invite accepted, and the first collaborator view.
Good. Let’s test the shorter path in the next onboarding release.
I’ll prototype it today and remove the workspace settings that don’t need to block anyone.
I’ll pair the new copy with a small preview so the invitation feels predictable.
The success metric should be time from workspace creation to first accepted invite.
Let’s compare that with first collaborator activity and second-day retention.
Perfect. We’ll review the first cohort in next Thursday’s product sync.
Customer discovery follow-up
Thursday · Product team
Agenda
- Find the point where new teams hesitate before the first invite
- Decide which setup steps can move until after collaboration starts
- Agree on the success signal for the shorter onboarding path
Prep Notes
Bring examples from last week’s onboarding interviews. Focus on what an invited teammate expects to see after accepting.
Marked moment · 1:46
Show a preview of the invited teammate experience.
Works with the tools your meetings already use
Google Meet
Microsoft Teams
ZoomNotes you can hand to anyone
Overview, decisions, action items, and detailed notes, all linked back to the source conversation.
Overview
Trial users stall before the first invite. The team agreed to move collaboration earlier and make workspace readiness visible.
Action items
Stay in the meeting. The notes come to you.
The note1 overlay floats above Zoom, Teams, Meet, or any other app. Follow the transcript, watch the summary build, mark a moment, and keep your eyes on the conversation.
Always on top
A compact pill expands only when you need it and works across every app and Space.
Notes while you talk
Decisions, owners, and action items update during the call, not minutes after it.
Live transcript
Scroll back or search what was said without interrupting the person speaking.
Prep in context
Keep the agenda, background, and questions beside you before and during the conversation.
Overview
- Rollout owner confirmed for launch.
- Checklist update shipping today.
- Beta feedback review moved to Thursday.
Action items
- Share the updated checklist · Danny
- Follow up Friday on launch risk · Elena
- Book the beta review for Thursday · Sam
If the rollout slips we should know by Wednesday at the latest.
Cool. Let’s also put a task behind that so it doesn’t get lost.
I think that works.
The other argument could be made that even if we build it…
Context for this meeting
Customer discovery follow-up. Focus on the point between creating a workspace and inviting the first teammate.
Questions to answer
- 01 What makes the first invite feel risky?
- 02 What does a teammate expect to see?
- 03 Which setup steps can move later?
Real overlay UI from note1 for Mac · adjustable opacity · resizable panel
Never miss a detail from your meetings
Jump from a long recording to the speaker stats, transcript matches, follow-ups, questions, and topics that need attention.
Customer discovery - onboarding friction
Danny Miles · Sat, Jun 6 3:30 PM
Speakers
Recording people can trust
Meeting records are useful only if your team is comfortable with how they’re made. note1 keeps capture visible, scoped to your workspace, and under your control.
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The Notetaker joins as a named participant everyone can see. note1 is built for meetings people know are being recorded.
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Choose how to capture
Use a visible Notetaker participant, or record locally on your Mac without adding a bot to the call.
Consent-friendly defaults
Per-meeting control over what gets recorded, so your team can follow its own disclosure and recording policies.
Simple per-seat pricing
Evaluate note1 with a limited trial, then choose the paid plan that fits your meeting volume.
Trial
Evaluate note1 with restricted usage.
- 3 meetings per month (up to 60 minutes each)
- 180 minutes transcription per month
- Video recording & playback
- AI-generated summaries (3 per month)
- Speaker detection (up to 3 speakers)
- 3 action point generations per month
- 3-day retention
- Community support
Pro
What's included:
- 3,000 minutes transcription per month
- 60 meetings per month
- Meetings up to 4 hours
- Advanced summaries
- Custom summary templates (coming soon)
- Speaker analytics (talk time, interruptions, quotes)
- Smart meeting memory search
- 1-year retention*
- Priority support
Business
Everything in Pro, plus:
- 7,500 minutes transcription per month
- Unlimited meetings
- Meetings up to 8 hours
- Advanced meeting memory search
- Conversation intelligence & topic trackers
- Dedicated support
What is note1?
note1 is an AI note taker and AI meeting assistant that records meetings, creates searchable transcripts, generates AI notes, summarizes decisions, and helps teams track action items after the call.
How is note1 different from a regular AI notetaker?
A regular AI notetaker usually stops at a transcript or recap. note1 connects the full workflow: calendar context, live transcription, searchable transcripts, AI summaries, action items, speaker insights, and meeting history in one workspace.
Which meeting platforms does note1 support?
note1 supports Google Meet, Microsoft Teams, and Zoom, with calendar workflows for Google Calendar and Outlook.
Can note1 record meetings without a bot joining the call?
Yes. The note1 desktop app records meetings on your Mac without a bot joining the call, with live transcripts and real-time notes that land in the same workspace as bot-recorded meetings.
Can note1 record meetings automatically from my calendar?
Yes. Connect Google Calendar or Outlook and note1 can prepare scheduled meetings for recording, transcription, summaries, and follow-up from the correct meeting page.
Can note1 create action items from meetings?
Yes. note1 extracts action items from meetings, keeps owner and timestamp context, and makes follow-ups easier to review after the call.
Is meeting data private and secure?
note1 is designed for team meeting records, so transcripts, summaries, notes, and recordings stay tied to your workspace and authenticated team access.
Does note1 record without people knowing?
No. note1 is built around visible meeting capture: the Notetaker joins as a named participant, and teams should use note1 in line with their consent, disclosure, and workplace recording policies.
Can I try note1 before subscribing?
Yes. note1 includes a limited trial for evaluating meeting capture, transcription, and summaries. Ongoing use requires a paid plan.
Leave every meeting with the notes already written
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