Meeting Notes
AI meeting notes on your Mac, with no bot in the call
Your voice and theirs on separate tracks, the notes when it ends, and the to-dos before you’ve closed the tab.
Saved on your Mac firstNotes when you hang upTo-dos one click from your list
Start to finish
One 16-minute call, from countdown to to-dos.
Sam Rivera, founder of Fernhill, has a 2:14 PM kickoff with Joe Raman from Lumora. His teammate Maya joins too.
2:09 PM
A countdown to the call, with Record on it
With “Countdown before meetings” on, “Lumora kickoff · 4:32” ticks down above your Dock. Click “Open Meeting” to join the call, and the pill offers Record.
2:26 PM
Both sides recorded, the call transcribed live
The pill reads “Recording · Lumora kickoff” while you talk, and anything you type in the notepad goes into the meeting’s notes. Switch on captions to watch Joe’s words arrive, with his name on Google Meet.
The SwitchDesk meeting notepad in the Black scheme during the Lumora kickoff call: your notes (Pilot: 12 seats, support team; Starts next month; Send revised proposal (Thu)) above live captions — Joe: “We'd want twelve seats to start, for the support team, starting next month.” Joe: “If the pilot goes well, we'd roll it out to all forty agents. Can you share the pilot pricing before then?” You: “Great — I'll send the revised proposal by Thursday.”.
The notepad's Ask panel during the call: "What did Joe say about seats?" — answered "Twelve seats to start, for the support team, starting next month — and all forty agents if the pilot goes well."
2:31 PM
Notes and suggested to-dos when you hang up
Hang up, and the Call Summary is written. Once it’s ready, the call’s action items come up as suggested to-dos, ready to add.
AI notesSuggested to-dosCopy for Slack
The “+ Add” buttons work. Try one.
SwitchDesk to-do window, Beige theme: Today's Todo: Prep pricing slides for Thursday; Reply to Daniel about the Q4 hiring plan (in progress). Fernhill: Send Joe the pilot timeline by Thursday.
The SwitchDesk meeting notepad in the Black scheme during the Lumora kickoff call: your notes (Pilot: 12 seats, support team; Starts next month; Send revised proposal (Thu)) above live captions — Joe: “We'd want twelve seats to start, for the support team, starting next month.” Joe: “If the pilot goes well, we'd roll it out to all forty agents. Can you share the pilot pricing before then?” You: “Great — I'll send the revised proposal by Thursday.”.
The notepad's Ask panel during the call: "What did Joe say about seats?" — answered "Twelve seats to start, for the support team, starting next month — and all forty agents if the pilot goes well."
The Meetings window showing “Lumora kickoff” (Wednesday, 2:14 PM · 16:02) on the Call Summary view.
Lumora wants a 12-seat pilot for its support team, starting next month. If it goes well they'd roll out to all 40 agents, so the next step is a revised proposal with pilot pricing by Thursday.
- 12 seats for the support team, starting next month
- Rollout to all 40 agents if the pilot goes well
- Revised proposal with pilot pricing due Thursday
- Pilot Scope. Joe wants 12 seats for Lumora's support team to start, beginning next month.
- Rollout Path. If the pilot goes well, Lumora would roll it out to all 40 agents.
- Pilot Pricing. Joe asked to see the pilot pricing before the pilot starts; it goes in the revised proposal.
- Check-in. A pilot check-in with Joe two weeks in.
- 12-Seat Pilot. Start with Lumora's support team next month.
- Two-Week Check-in. Review the pilot with Joe two weeks in.
- You | Send Lumora the revised proposal by Thursday
- Maya | Set up the pilot workspace
- You | Book a pilot check-in with Joe two weeks in
- Share the pilot pricing with Lumora before the pilot starts
- “If the pilot goes well, we'd roll it out to all forty agents.” — Joe
- “We'd want twelve seats to start, for the support team, starting next month.” — Joe
Local-first
Two tracks. Nothing joins the call.
- No bot in the participant list.
- Your mic and the call’s audio, recorded as two tracks on this Mac.
- The recording stays here.
During the call, the audio streams to our transcription provider for the transcript. Afterward, the transcript goes to an AI model for the notes. What leaves your Mac →
Saved on this Mac first
- Audio, two tracks
- Transcript
- Notes, in Markdown
Three ways to start recording
- 1From the menu bar. Click “Record Meeting”, even for a call that isn’t on your calendar.
- 2From the countdown pill. Press Record on “Lumora kickoff”, before or after you open the call.
SwitchDesk’s meeting countdown after opening the call: a Record button, Dismiss, and Lumora kickoff in 4:32. - 3When you open the meeting. Turn on “Auto-record when opening a meeting” and clicking “Open Meeting” starts the recorder too.
Auto-record when opening a meeting
Clicking Open Meeting also starts the recorder. Stop any time from the Recording pill.
Works with call apps whose audio plays through your Mac. Names need Google Meet in Chrome. Everywhere else, transcript lines read “Me” and “Them”.
Plan: Essential 25 h/mo, Pro Unlimited
Live captions
Who said what, with names from Google Meet.
Names come from Google Meet’s own captions and participant list. On other call apps, lines read “You” and “Them”.
- You
- Them
- Joe
- Maya
The SwitchDesk meeting notepad in the Black scheme during the Lumora kickoff call: your notes (Pilot: 12 seats, support team; Starts next month; Send revised proposal (Thu)) above live captions — Joe: “We'd want twelve seats to start, for the support team, starting next month.” Joe: “If the pilot goes well, we'd roll it out to all forty agents. Can you share the pilot pricing before then?” You: “Great — I'll send the revised proposal by Thursday.” Maya: “I'll set up the pilot workspace.” You: “Let's book a pilot check-in with you two weeks in.”.
The notepad's Ask panel during the call: "What did Joe say about seats?" — answered "Twelve seats to start, for the support team, starting next month — and all forty agents if the pilot goes well."
The SwitchDesk meeting notepad in the Black scheme during the Lumora kickoff call: your notes (Pilot: 12 seats, support team; Starts next month; Send revised proposal (Thu)) above live captions — Joe: “We'd want twelve seats to start, for the support team, starting next month.” Joe: “If the pilot goes well, we'd roll it out to all forty agents. Can you share the pilot pricing before then?” You: “Great — I'll send the revised proposal by Thursday.” Maya: “I'll set up the pilot workspace.” You: “Let's book a pilot check-in with you two weeks in.”.
The notepad's Ask panel during the call: "What did Joe say about seats?" — answered "Twelve seats to start, for the support team, starting next month — and all forty agents if the pilot goes well."
Try it: drag the captions’ header to resize them, press A− / A+, or switch “Clean up” and “Live text”.
- Audio is never analyzed for identity. Names go with the transcript to the AI model that writes the notes.
- No headphones? The call’s echo in your mic is hidden, so no line appears twice.
- Each person keeps one color for the whole call.
- Captions are off by default; turn them on in the notepad.
- Reading names needs Accessibility access; everything else records without it.
“When a name can’t be observed, that line stays unlabelled rather than guessed.”
Notepad
Take your own notes while it records.
“Notes for this meeting” opens when the recorder starts, and what you type lands in the meeting’s “My Notes” tab. The summary is written from the call and your notes. Any line of yours it leaves out is added back under “Written notes”.
The Meetings window showing “Lumora kickoff” (Wednesday, 2:14 PM · 16:02) on the My Notes view.
Lumora wants a 12-seat pilot for its support team, starting next month. If it goes well they'd roll out to all 40 agents, so the next step is a revised proposal with pilot pricing by Thursday.
- 12 seats for the support team, starting next month
- Rollout to all 40 agents if the pilot goes well
- Revised proposal with pilot pricing due Thursday
- Pilot Scope. Joe wants 12 seats for Lumora's support team to start, beginning next month.
- Rollout Path. If the pilot goes well, Lumora would roll it out to all 40 agents.
- Pilot Pricing. Joe asked to see the pilot pricing before the pilot starts; it goes in the revised proposal.
- Check-in. A pilot check-in with Joe two weeks in.
- 12-Seat Pilot. Start with Lumora's support team next month.
- Two-Week Check-in. Review the pilot with Joe two weeks in.
- You | Send Lumora the revised proposal by Thursday
- Maya | Set up the pilot workspace
- You | Book a pilot check-in with Joe two weeks in
- Share the pilot pricing with Lumora before the pilot starts
- “If the pilot goes well, we'd roll it out to all forty agents.” — Joe
- “We'd want twelve seats to start, for the support team, starting next month.” — Joe
Nested and numbered lists
Press Tab to nest a line under the one above. Numbered lists renumber themselves when you do. Press ▶ Play to watch Sam’s notes from the kickoff, or pick a color.
A compact meeting notepad in the Black scheme with a nested list: “1. Pilot: 12 seats, support team”, a bullet “Starts next month” under it, then “2. Send revised proposal (Thu)”.
AI notes
Summary, decisions, action items, in the same order every call.
Hang up, and the kickoff’s “Call Summary” fills in. A section the call didn’t cover is left out, not padded.
The Meetings window showing “Lumora kickoff” (Wednesday, 2:14 PM · 16:02) on the Call Summary view.
Lumora wants a 12-seat pilot for its support team, starting next month. If it goes well they'd roll out to all 40 agents, so the next step is a revised proposal with pilot pricing by Thursday.
- 12 seats for the support team, starting next month
- Rollout to all 40 agents if the pilot goes well
- Revised proposal with pilot pricing due Thursday
- Pilot Scope. Joe wants 12 seats for Lumora's support team to start, beginning next month.
- Rollout Path. If the pilot goes well, Lumora would roll it out to all 40 agents.
- Pilot Pricing. Joe asked to see the pilot pricing before the pilot starts; it goes in the revised proposal.
- Check-in. A pilot check-in with Joe two weeks in.
- 12-Seat Pilot. Start with Lumora's support team next month.
- Two-Week Check-in. Review the pilot with Joe two weeks in.
- You | Send Lumora the revised proposal by Thursday
- Maya | Set up the pilot workspace
- You | Book a pilot check-in with Joe two weeks in
- Share the pilot pricing with Lumora before the pilot starts
- “If the pilot goes well, we'd roll it out to all forty agents.” — Joe
- “We'd want twelve seats to start, for the support team, starting next month.” — Joe
An action item gets an owner, like “Maya |”, only when a named line shows who took it.
“Copy for Slack” copies the notes, formatted to paste into a Slack message.
Unscheduled calls name themselves
A call you record from the menu bar starts as “New Meeting”, then takes a three-to-six-word name from what was said. Calls from your calendar keep their title.
The Meetings window showing “Lumora Pilot Pricing Tiers” (Wednesday, 3:40 PM · 1:11), which the app renamed from “New Meeting”.
The orange shimmer, the title crossfade and the annotations are added for this page.
Ask & search
Ask any call what was said.
After the call, answers show their sources. Click one and the transcript opens at that moment.
Plan: Both plans Unlimited
The notepad's Ask panel during the call: "What did Joe say about seats?" — answered "Twelve seats to start, for the support team, starting next month — and all forty agents if the pilot goes well."
Plan: Essential 15 questions/mo, Pro Unlimited
Ask across all past meetings: "What have we promised Lumora so far?" — answered "A 12-seat pilot for their support team starting next month, a revised proposal by Thursday, and the security questionnaire you said you'd send after the intro call." Sources: Lumora kickoff · Today · 8:41; Lumora kickoff · Today · 12:11; Lumora intro call · Thu last week · 5:12.
A 12-seat pilot for their support team starting next month Lumora kickoff · Today · 8:41, a revised proposal by Thursday Lumora kickoff · Today · 12:11, and the security questionnaire you said you'd send after the intro call Lumora intro call · Thu last week · 5:12.
The Lumora kickoff transcript, opened at 8:41.
Search finds words, people and moments
Type “pilot”, pick Joe Raman, and the kickoff comes up under “Best matches” with the words in bold. Choose it and the call opens on its Call Summary, every “pilot” highlighted.
The Meetings window: a search for “pilot” filtered to Joe Raman found the Lumora kickoff, opened on its Call Summary with every “pilot” highlighted.
Meeting search: “pilot” filtered to Joe Raman — 1 meeting. Best match: Lumora kickoff, Summary: “…Joe asked to see the pilot pricing before the pilot starts; it…”, plus 15 more.
The Meetings window showing “Lumora kickoff” (Wednesday, 2:14 PM · 16:02) on the Call Summary view, with “pilot” highlighted.
Lumora wants a 12-seat pilot for its support team, starting next month. If it goes well they'd roll out to all 40 agents, so the next step is a revised proposal with pilot pricing by Thursday.
- 12 seats for the support team, starting next month
- Rollout to all 40 agents if the pilot goes well
- Revised proposal with pilot pricing due Thursday
- Pilot Scope. Joe wants 12 seats for Lumora's support team to start, beginning next month.
- Rollout Path. If the pilot goes well, Lumora would roll it out to all 40 agents.
- Pilot Pricing. Joe asked to see the pilot pricing before the pilot starts; it goes in the revised proposal.
- Check-in. A pilot check-in with Joe two weeks in.
- 12-Seat Pilot. Start with Lumora's support team next month.
- Two-Week Check-in. Review the pilot with Joe two weeks in.
- You | Send Lumora the revised proposal by Thursday
- Maya | Set up the pilot workspace
- You | Book a pilot check-in with Joe two weeks in
- Share the pilot pricing with Lumora before the pilot starts
- “If the pilot goes well, we'd roll it out to all forty agents.” — Joe
- “We'd want twelve seats to start, for the support team, starting next month.” — Joe
The Meetings window showing “Lumora intro call” (Thursday, 10:30 AM · 6:08) on the Transcript view.
Ask across all past meetings: "What have we promised Lumora so far?" — answered "A 12-seat pilot for their support team starting next month, a revised proposal by Thursday, and the security questionnaire you said you'd send after the intro call." Sources: Lumora kickoff · Today · 8:41; Lumora kickoff · Today · 12:11; Lumora intro call · Thu last week · 5:12.
A 12-seat pilot for their support team starting next month Lumora kickoff · Today · 8:41, a revised proposal by Thursday Lumora kickoff · Today · 12:11, and the security questionnaire you said you'd send after the intro call Lumora intro call · Thu last week · 5:12.
Customize
Pick when it records, what you see and how much it suggests.
Every row is copied from Settings → Meetings and Settings → Calendar. Try the switches; this page can’t change your Mac.
Before the call
Countdown before meetings
A countdown appears next to the timer ahead of a meeting and runs down to its start time. Click it to dismiss.
Auto-record when opening a meeting
Clicking Open Meeting also starts the recorder. Stop any time from the Recording pill.
During the call
Show a notepad while recording
Opens a small notepad when a recording starts. Anything you type is added to that meeting’s notes. Close it any time, or reopen it from the menu bar.
Live text in captions
The strip under the live captions showing the sentence currently being spoken. Whatever you choose here is the default — if you show or hide it during a call, that’s remembered instead.
Captions and names
Identify speakers by name
When a name can’t be observed, that line stays unlabelled rather than guessed.
Notepad color
The color of the meeting notepad and its captions drawer, separate from the app’s own light/dark look. Black is the default.
Exports
Plan: Pro
Meeting exports
Send a copy of future calls in a category to a webhook — Zapier, Make, n8n, or your own server. Calls stay on this Mac; only what you pick is sent, and only calls that start after you set it up.
Meeting hours
Plan: Essential 25 h/mo, Pro Unlimited
Recording never stops. Over your hours, notes are generated at reset or when you upgrade. Your history is never locked.
“How much to suggest” sets how picky the popup after a call is. See it in Suggested to-dos ↓
All meeting settings7 more
Captions
Caption text size
The size of the live captions and the live text under them. You can also nudge it during a call with A− / A+ at the top of the captions.
Keep Meet captions on while recording
Names come from the meeting’s own captions, which label each line with who said it. If captions are off, SwitchDesk presses Meet’s Turn on captions button for you — you’ll see them appear. If they go off during the call, they’re turned back on — unless you switch them off again right after, which leaves them off.
Ask and to-dos
Open the Ask panel by default
Suggest to-dos after a meeting
Countdown and links
Sound alerts
Heads-up chimes before the meeting, then a final chime as it starts.
Whose meetings
A countdown only starts for meetings you've accepted — never for calendars you just follow.
Meeting links
When a countdown ends, Open Meeting launches the call in the Chrome profile signed into that calendar’s account. Auto matches by email.
Lands in your to-do list
What you promised on the call, one click from your list.
Each suggestion arrives with a category and a time estimate. Press “+ Add” on yours, or “Add all”, and they land under Fernhill.
The end-of-call popup for the Lumora kickoff offers 4 suggested to-dos — Send Lumora the revised proposal, Set up the pilot workspace, Share the pilot pricing with Lumora, Book a pilot check-in with Joe. Each “+ Add” files that to-do under Fernhill in the to-do list beside it.
SwitchDesk to-do window, Beige theme: Today's Todo: Prep pricing slides for Thursday; Reply to Daniel about the Q4 hiring plan (in progress). Fernhill: Send Joe the pilot timeline by Thursday.
Animation added for this page.
When the call’s speakers could be identified, the notes show who took each item; the popup still offers all of them, so add the ones that are yours.
“How much to suggest”
Shown at the default, Concrete tasks only.
How much to suggest
How picky the after-meeting list is — you still choose which suggestions to add.
Also in SwitchDesk
Also in Meetings · Notes
Notes for everything that isn’t a call
The same notepad you use in meetings, for ideas, drafts and lists. Everything lives in one Notes window: a sidebar of every note on the left, the note you’re writing on the right.
- Titles and tags write themselves. After about 40 words, AI names the note and adds up to three tags. Your category names come first, in their colours. Remove a tag and it never comes back.
- Find anything. Search, filter by tag, or scan Today, Yesterday, This Week and Earlier. Switching between notes keeps your place in each.
- Open one by voice. Say “notes” to start a new note, or press ⌥⌘N.
- Saved on your Mac. Deleted notes can be restored for 7 days. If you choose, AI apps you connect can read and add to them.