What changed

Generated meeting notes read more like something you’d write yourself. The language is more natural, section headings match what you actually discussed, and the structure adjusts to the meeting context instead of forcing a rigid template.

Notes also handle edge cases more reliably—especially when a meeting could fit more than one type (for example, prospect vs. onboarding) or when tax topics come up. When tax-related items are discussed, the notes keep the framing appropriate (coordination with the client’s tax professional rather than positioning you as giving tax strategy).

Where to find it

1. Go to Meeting Notes
2. Select Generate Notes