How to Use ClickUp AI Meeting Recording Transcriber

The ClickUp AI Meeting Recording Transcriber helps you turn long meetings into accurate, searchable notes in minutes. This guide walks you through how to set it up, use it effectively, and get the most value from every recorded conversation.

What the ClickUp Meeting Recording Transcriber Does

The AI Meeting Recording Transcriber in ClickUp automatically converts your meeting recording into text and generates intelligent summaries. It is designed to reduce manual note-taking and ensure no important detail is missed.

From any compatible recording, you can instantly create:

• A full written transcript of the conversation
• Summaries tailored to your role or goals
• Action items and follow-ups captured as tasks
• Notes that live directly inside your workspace

Accessing the ClickUp Meeting Recording Transcriber

The feature is part of the broader AI capabilities provided within the platform. To start using it, ensure you have access to ClickUp AI in your workspace and that the AI features are enabled for your account.

1. Sign in to your workspace.
2. Verify that AI features are turned on in your settings or by your admin.
3. Open the area where you manage documents, tasks, or notes.

Once enabled, you will see AI options available when working with recordings and notes.

Preparing Your Meeting for ClickUp Transcription

For the AI Meeting Recording Transcriber to work best, you should begin with a clear recording. Good preparation improves transcription accuracy and the quality of summaries and action items.

Best practices before recording

• Use a reliable meeting platform with high-quality audio.
• Ask participants to speak clearly and avoid talking over each other.
• Record the entire meeting from start to finish.
• Ensure you can export or access the recording file afterward.

These steps help ClickUp AI capture more accurate content when it processes your file.

Uploading a Meeting Recording to ClickUp

Once your meeting is finished, you can upload the recording for transcription. The platform allows you to connect the recording to documents, tasks, or notes so that every result is right where you need it.

Step-by-step upload process

1. Open the space, folder, list, task, or document where you want to store the meeting output.
2. Locate the option to attach or insert a file or recording.
3. Upload the meeting recording from your computer or connected storage.
4. Confirm that the file has successfully uploaded and is accessible.

After upload, you will be ready to run the ClickUp AI Meeting Recording Transcriber on the file.

Running the ClickUp AI Meeting Recording Transcriber

With the recording in place, you can launch AI to generate a transcript and notes.

How to start transcription

1. Open the item (task, doc, or note) that contains your recording.
2. Find and select the AI option associated with the file.
3. Choose the meeting transcription feature.
4. Confirm or adjust any relevant settings, such as language or output type if available.
5. Start the transcription process.

The ClickUp AI Meeting Recording Transcriber will process the audio and generate structured content based on your recording.

What AI generates from your recording

After the process completes, you can typically expect:

• A full transcript of the conversation, organized by time or speaker where possible.
• A concise meeting summary that highlights the key points.
• A list of decisions made during the meeting.
• Action items or next steps derived from the discussion.

This output keeps all important insights connected to the work you are managing in your workspace.

Using ClickUp AI Summaries and Action Items

The AI Meeting Recording Transcriber works together with other AI features to provide more value than a basic transcript. You can refine summaries, tailor the language, and convert insights into work items.

Customizing AI summaries

Once the summary is generated, you can:

• Ask AI to shorten or expand the summary.
• Refine the content for different audiences, such as leadership or clients.
• Request a bullet-point breakdown of the most important topics.
• Highlight risks, blockers, or priorities mentioned in the meeting.

Because everything is integrated, these refinements remain connected to the original recording and transcript.

Turning notes into tasks

One of the strengths of using ClickUp AI is the link between your notes and your project management. From the transcription results you can:

• Create tasks directly from identified action items.
• Assign owners, due dates, and priorities based on the conversation.
• Attach the transcript to tasks for additional context.
• Keep all work items traceable back to the original discussion.

This workflow transforms meetings from passive conversations into structured, trackable work.

Reviewing and Editing AI Meeting Transcripts

Even with powerful AI, reviewing the transcript is a good practice. It lets you adjust wording, clarify decisions, and ensure sensitive information is handled correctly.

How to refine your transcript

1. Read through the AI transcript from start to finish.
2. Correct any misheard terms, names, or acronyms.
3. Use headings or formatting to separate topics.
4. Clarify key decisions and responsibilities in plain language.
5. Save your edited version so the latest content is available to your team.

These adjustments help improve clarity and make future reference easier for everyone in your workspace.

Collaborating on Meeting Notes in ClickUp

Because the AI Meeting Recording Transcriber stores results inside your workspace, your team can collaborate on notes in real time.

Ways teams can collaborate

• Comment directly on specific lines in the transcript or summary.
• Mention teammates to request clarification or input.
• Link related tasks, docs, or goals to the meeting notes.
• Track follow-up meetings or progress against decisions.

This type of collaboration ensures that the value of each meeting extends beyond the original conversation.

Best Practices for Reliable AI Meeting Transcription

To get the best results from the AI Meeting Recording Transcriber, follow a few recurring practices every time you run a session.

• Start recordings on time so the full context is captured.
• Announce agenda items out loud at the start of each topic.
• Summarize decisions verbally before moving to the next section.
• End the meeting with a spoken recap of action items.

These habits help the AI more easily detect structure, decisions, and tasks when generating the final output.

Learning More About ClickUp AI Features

The Meeting Recording Transcriber is one part of a broader set of AI capabilities designed to help you plan, execute, and review work. You can explore more examples and detailed feature breakdowns on the official product page.

For a complete overview of the AI Meeting Recording Transcriber, visit the official page at ClickUp AI Meeting Recording Transcriber.

If you need consulting, implementation, or training support for your workspace setup, you can also work with specialists such as Consultevo, which focuses on optimizing work management and AI-powered workflows.

Next Steps

Start by enabling AI features in your workspace, uploading your next meeting recording, and running the AI Meeting Recording Transcriber. As you refine your process, you will convert every important conversation into clear documentation, structured tasks, and reliable records that stay in sync with your work.

Need Help With ClickUp?

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

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