How to Use ClickUp as a Google Meet Note Taker

ClickUp can turn your Google Meet calls into clear, organized notes, action items, and follow-ups with the help of AI. This how-to guide walks you step by step through using ClickUp AI with Google Meet so you never miss important details again.

The instructions below are based on the workflows described in this detailed guide to AI note takers for Google Meet, adapted into a practical tutorial format.

Why Use ClickUp for Google Meet Notes

Before you set anything up, it helps to understand why ClickUp is a strong option for capturing notes from your meetings.

• Centralizes meeting notes, tasks, and documents in one workspace
• Uses AI to summarize conversations and suggest action items
• Supports recurring meeting templates so every call is structured
• Helps teams track decisions, owners, and deadlines after the meeting

Instead of juggling transcription tools and separate docs, you organize everything in one place and connect notes directly to work.

Step 1: Prepare Your ClickUp Workspace

Start by creating a simple structure for your meetings so notes are always easy to find.

Create a Space for Meetings in ClickUp

1. Open your ClickUp workspace.
2. Create a new Space called something like Meetings or Client Calls.
3. Add one or more Folders for different types of meetings, such as Internal, Client, or Project Reviews.

This structure mirrors what the original article recommends: keeping meeting information organized by team or project so AI-generated notes are always contextual.

Set Up a Meeting Notes List

1. Within each Folder, create a List named after the meeting series, such as Weekly Standup or Marketing Sync.
2. Choose a default view (List, Board, or Doc) that suits your team’s style. For recurring meetings, a List view with one task per session works well.

Every new meeting will either become a new task under this List or a section within a meeting Doc template.

Step 2: Build a ClickUp Meeting Notes Template

To capture consistent notes from Google Meet, build a reusable template you can quickly launch before each call.

Create a Task or Doc Template in ClickUp

1. Open the Meetings List where you want to store notes.
2. Create a new Task named Meeting Notes Template (or create a Doc if your team prefers docs).
3. Add common sections such as:
   • Meeting Title
   • Date & Time
   • Attendees
   • Agenda
   • Discussion Notes
   • Decisions
   • Action Items (with assignees and due dates)
4. Format with headings and bullet points so AI can better understand the structure.

Save the Template in ClickUp

1. Open the task or Doc you just created.
2. Click the Templates menu.
3. Choose Save as Template.
4. Name it clearly, for example, Google Meet – Standard Meeting Notes.
5. Set permissions so your whole team can use it.

Now, every time you have a Google Meet call, you can spin up a pre-formatted note space in seconds and then let AI help you fill it in.

Step 3: Capture Your Google Meet Conversation

To get accurate AI-generated notes in ClickUp, you need a good recording or transcript of your Google Meet call.

Record or Transcribe Your Meeting

Depending on your plan and tools, you have a few options to capture the audio or text of your meeting:

• Use Google Meet’s built-in recording feature (where available).
• Enable closed captions in Google Meet and download the transcript if your plan supports it.
• Use a third-party recording or transcription tool to capture audio and convert it to text.

Once you have a recording or transcript, you can bring the content into ClickUp AI to generate high-quality notes and summaries.

Step 4: Use ClickUp AI to Generate Meeting Notes

With your template ready and your conversation captured, you can let ClickUp AI do the heavy lifting.

Paste Transcript Text into ClickUp

1. Open the meeting task or Doc you created from your template.
2. Under the Discussion Notes section (or a separate area), paste the raw transcript text or a detailed summary of what was said during the Google Meet.
3. Keep the transcript in chronological order to help AI recognize the flow of the conversation.

Run ClickUp AI Prompts on the Meeting Content

1. Highlight the transcript or select the area with your notes.
2. Click the AI icon in the ClickUp editor.
3. Choose or type a prompt, for example:
   • “Summarize this meeting in 5 bullet points.”
   • “List all action items with owners and suggested due dates.”
   • “Create a concise executive summary of this Google Meet discussion.”
4. Review the AI-generated output and edit where needed for clarity or accuracy.

This workflow mirrors the way the original article describes using AI meeting assistants: you feed the conversation in, and ClickUp AI returns structured summaries, decisions, and follow-ups.

Step 5: Turn AI Notes into Action in ClickUp

One advantage of using ClickUp instead of a standalone AI note taker is that you can immediately connect notes to tasks, owners, and projects.

Create Tasks from Action Items

1. Locate the Action Items section generated by ClickUp AI.
2. For each bullet point, do one of the following:
   • Convert highlighted text directly into a task (using the contextual menu).
   • Manually create new tasks in the same List, copying the action title and description.
3. Assign each task to the correct owner and add a due date.
4. Apply relevant tags or custom fields (such as Priority or Client) so work is easy to filter.

Link Notes to Existing Work

• Use relationships to connect meeting tasks to ongoing Epics or Projects.
• Add links to relevant Docs, specs, or tickets discussed in the meeting.
• Include the meeting task link in sprint or project views so everyone can revisit decisions easily.

By doing this, Google Meet conversations become directly actionable within your workspace instead of disappearing into separate tools.

Step 6: Automate Recurring Meetings in ClickUp

If you host recurring Google Meet sessions, you can automate much of the note-taking workflow in ClickUp.

Use Recurring Tasks with Templates

1. Create a task in your Meetings List called, for example, Weekly Marketing Sync.
2. Set it as a recurring task for the day and time of your regular Google Meet.
3. Attach your Meeting Notes Template so each recurrence starts with the same structure.
4. Before or right after each call, open the new instance and paste your transcript or notes, then run ClickUp AI.

Optional: Automations and Integrations

While the source guide focuses on AI note-taking capabilities rather than deep integration steps, you can enhance the workflow by:

• Using calendar integrations so your ClickUp tasks align with your scheduled Google Meet events.
• Configuring notifications so attendees are reminded to review AI-generated notes after each call.

Best Practices for Using ClickUp with AI Meeting Notes

To get the most out of ClickUp as an AI assistant for Google Meet, keep these recommendations in mind:

• Use clear agendas: Add your agenda in the template before the call so AI summaries map to topics.
• Name tasks consistently: Include the meeting date and main topic in task titles.
• Standardize prompts: Create a short list of AI prompts your team uses after every call to keep output consistent.
• Review AI output: Always verify summaries and action items before sharing them.
• Train your team: Make sure everyone knows how to access the meeting Space, template, and AI tools.

Where to Learn More About ClickUp and AI Notes

If you want a broader overview of AI note takers and how they compare, revisit the original guide at ClickUp’s blog on AI note takers for Google Meet. It highlights multiple tools, pros and cons, and how they stack up against a workspace-centric approach.

For additional strategy around structuring workflows, you can also explore resources from optimization-focused partners such as Consultevo, which covers systems design and productivity best practices.

Turn Every Google Meet Into Action with ClickUp

By combining structured templates, solid transcripts, and AI-powered summaries, ClickUp becomes more than a place to store notes. It turns each Google Meet session into clear decisions, prioritized tasks, and trackable outcomes.

Set up your meeting Space, build a reusable template, capture the conversation, and let ClickUp AI organize the details. With this workflow in place, your team can focus on the discussion while your workspace keeps everything documented and actionable.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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