Caret Note Detail Overview

Note Details

Get the full picture of your meeting with comprehensive summaries, complete transcripts, and detailed analysis.

Overview

The note detail page shows you everything about your meeting, with the key info displayed at the top: Meeting info: Title, duration, date, company, and who was there - all shown at the top. Quick actions: [Add tags] to organize, audio playback controls, and a folder button to find the original audio file.

Tabs and Features

Summary Tab

The Summary tab shows AI-powered insights and your personal notes from the meeting.

AI Summary

Smart meeting summary - AI creates comprehensive summaries with key points, decisions, action items, and insights. Make your summary better: Use the [Regenerate] button, ask AI to “Regenerate meeting summary”, or use the [Template] button to change formats.

Private Notes

Your personal notes - Private notes that only you can see, perfect for personal observations and follow-up reminders.

Transcript Tab

The Transcript tab has the complete conversation record with advanced management features.

Full Transcript

Complete conversation - Full transcript where you can edit speakers, navigate by timestamp, and search.

Timeline View

Meeting overview - Visual representation of how your meeting flowed and speaker participation patterns.

Analysis Tab

Enterprise Plan Feature: Advanced analytics are available exclusively for Enterprise plan users.
Meeting analytics - See speaking metrics like talk time, how often people spoke, participation balance, and conversation patterns.

Ask AI

Smart meeting assistant - Found at the bottom of every note, Ask AI helps you: Try asking: “What were the main concerns?”, “List action items”, “Please summarize more briefly”, “Focus on technical decisions”. Change your content: Ask for different styles, add context, or highlight specific parts of the conversation.

Sharing Options

Share with links - Copy shareable links with permission settings:
  • Anyone with a link: Public access for sharing outside your team
  • Team (workspace): Only workspace members can access
  • Only me: Keep it private
Export your content - Copy the transcript or download in multiple formats. Send to other tools - Send notes directly to your connected services and apps.

Best Practices

Optimize your note experience: Tag consistently, review summaries for accuracy, edit speakers, use Ask AI for different perspectives, and choose appropriate sharing methods.

FAQs

Click on any speaker name in the transcript to edit it. You can also select multiple segments to bulk reassign them to the correct speaker.
Yes! Use the [Regenerate] button for a new summary, or ask AI to “Regenerate meeting summary” or “Focus on [specific topic]” for customized summaries.
You can set three permission levels: “Anyone with a link” (public), “Team (workspace)” (workspace members only), or “Only me” (private access).
No, private notes are only visible to you and are never shared with meeting participants or through sharing links.
Yes, you can copy transcripts, download in multiple formats, or send notes directly to your integrated services and tools.
The Analysis tab with advanced speaking metrics is only available for Enterprise plan users.

What’s next