How to Record and Generate A File Note

Before generating your first file note, make sure your IT setup is complete (if you haven't done this yet, please complete the How to Connect to the Filenote AI Platform steps first).

Once connected, generating your output is as simple as recording your meeting. Filenote AI works quietly in the background to pick up the recording and automatically create your required file note.

Below is everything you need to know to get started with our primary recording methods.

Option 1: Record on Microsoft Teams (Virtual or In-Person)

Step 1 — Open your Teams meeting

Launch your scheduled meeting in Microsoft Teams.

Step 2 — Click More

Click More (the 3 dots at the top of the screen).

Step 3 — Start recording

Select Record and transcribe and then click Start recording.

Step 4 — Conduct your meeting

Conduct your meeting as normal. Once the meeting is completed, we will automatically pick up the recording. Your finished output will be delivered directly via email (or as determined by your custom Delivery Settings).

Step 5 — Edit and Finalise your Output

After you upload, your output will appear as a new task in the Task section on the web platform.

To find your Task:

• Log into platform: app.filenote.ai
• Go to Tasks, find your new task
• Open task, and edit your documents
• When complete, you can:
  • Save: saves to our platform
  • Download: downloads document
  • Finalise: saves to your OneDrive or Sharepoint and marks Task as complete

Option 2: Record on Zoom

Step 1 — Start your Zoom meeting

Launch your scheduled Zoom meeting.

Step 2 — Record

Click Record on the bottom toolbar and select 'Record to the Cloud'

Step 3 — Conduct your meeting

When the meeting ends, we automatically process the recording and generate the output, which will also be delivered directly to your email.

Step 4 — Review & Edit your Output

After you upload, your output will appear as a new task in the Task section on the web platform.

To find your Task:

• Log into platform: app.filenote.ai
• Go to Tasks, find your new task
• Open task, and edit your documents
• When complete, you can:
  • Save: saves to our platform
  • Download: downloads document
  • Finalise: saves to your OneDrive or Sharepoint and marks Task as compl

Option 3: Filenote AI iPhone App (In-Person Meetings)

Step 1 — Open the app

Open the app and tap to record your in-person meeting.

Step 2 — Save and Upload

Once the meeting is done, click Save and Upload.

Step 3 — Choose meeting details

Choose your meeting type and add the client's name. This will be processed via Magic Studio and automatically create a new Task for you in the platform Tasks bar containing your file note.

Step 4 — Review & Edit your Output

After you upload, your output will appear as a new task in the Task section on the web platform.

To find your Task:

• Log into platform: app.filenote.ai
• Go to Tasks, find your new task
• Open task, and edit your documents
• When complete, you can:
  • Save: saves to our platform
  • Download: downloads document
  • Finalise: saves to your OneDrive or Sharepoint and marks Task as compl

Looking for more details?

For a complete step by step recording for all supported devices? Check out our Overview: Ways to Record Your Client Meetings.

Related Articles

• Record Online Meeting via Microsoft Teams App on Desktop
• Record Online Meetings via Zoom on Desktop
• How to Use the Filenote AI App (iPhone)
• Review, Edit and Finalise your Outputs
• Customise Workflows