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DATTLE / Work

Meeting Notes

Keep the context and decisions from a meeting in one entry. A consistent title, attendee list, recording, and note format makes the next handover easier.

Three coworkers reviewing a notebook and recording next steps on a phone, with illustrated symbols for related records.
Good meeting. Clear next steps. AI-generated illustration.

Make it your own

On the web, sign in and choose New Dattle → Template. Web Dattles use Shared access; you can start with just yourself and invite people later. For a Private Dattle stored on your device, use the mobile app.

Open Dattle

After signing in, search for Meeting Notes under New Dattle → Template. You can leave the invite list empty while you get started.

  1. Start from the template

    In New Dattle, choose Template and search for Meeting Notes, or browse Work. Open its preview, choose Use template, and review the name and fields before saving. The suggested name is Meeting Notes.

  2. Capture your first entry

    Give the meeting a specific title and list attendees. Record the conversation only with participant agreement, and write decisions and follow-ups in Notes.

  3. Review and keep it useful

    Check Summary and Action Items against your notes and any recording. Confirm names, owners, and dates before circulating the result.

TEMPLATE FIELDS

What Meeting Notes includes

These are the starting fields and choices in this template. You can review and adjust the setup before saving your Dattle.

Fields for Meeting Notes
FieldTypeWhat to record
TitleTextUse a clear description that will make sense when you revisit the record.
AttendeesTextUse a clear description that will make sense when you revisit the record.
RecordingAudioAdd an agreed recording relevant to the record.
NotesTextUse a clear description that will make sense when you revisit the record.

Choose whether to use AI

This template includes AI enrichment for the fields below. To start without AI, open Edit Fields during setup and turn off AI enrichment for these fields before creating your Dattle. For each one, replace Output Columns with the field’s own name so your entry appears under one clear heading. You can still enter and keep your own notes.

  • Recording → Summary, Action Items

When enabled, AI processing sends the selected field content to the selected AI provider. Subscription or credit requirements may apply. Compare generated text with your original entry and correct it before using or sharing it.

Bring others into the record

Use a Shared Dattle for colleagues who need the record. Agree on naming, units, and who maintains existing entries. Use Can view for readers or Can add for people contributing new records and comments.

Make a report with PDF Stories

Include the meeting title, attendees, notes, and reviewed action items for a meeting recap. Open Dattle actions (•••) → Create PDF Story, choose the scope and fields, and check the included entries. On the web, use Print or save PDF; on mobile, use Create & share PDF.

READY TO START?

Create your first few records

In Dattle, choose New Dattle → Template and search for Meeting Notes.

You can also use this field layout in a notebook or spreadsheet.

Open Dattle

Available in the US on iOS, Android, and the web. Features and limits vary by plan; some require a subscription.