How to take notes automatically with Leexi

To take automatic notes, use an AI note taker like Leexi. It fully automates note-taking during your meetings, from recording to sharing the meeting summary. In just a few minutes, you get a clear, structured report ready to be shared with your team.

How to Take Notes Automatically with Leexi, Step by Step

1. Start your meeting and let Leexi do the work

   • Create an account on the platform leexi.ai.
   • Connect your calendar (Google Calendar, Outlook, etc.) to Leexi so it can automatically detect your Zoom, Microsoft Teams, or Google Meet meetings.
   • Schedule or start the meeting: Leexi automatically joins the call and handles note-taking.
   • You can even use Leexi for in-person meetings! Yes—even away from your computer, simply open the Leexi mobile app and it will record your meetings live. You can also record a meeting offline and upload the recording later directly from the app.

2. Accurate real-time transcription

   During the meeting, Leexi automatically transcribes every word using its speech recognition engine. Accuracy exceeds 95%, ensuring a reliable meeting summary. You can stay focused on the discussion while Leexi takes care of everything else.

3. Smart summary and action assignment

   At the end of the call, the AI agent analyzes the full transcription to extract decisions, action items, and key information. Thanks to speaker recognition, it identifies who said what and automatically assigns each task to the right person.

   After the meeting, you’ll find on Leexi a structured summary, chaptering, the full transcript, and follow-up tasks.

   The summary can even be 100% customized using prompts that you can edit and refine at any time to adapt the AI to your specific needs, adjust tone or style, and ensure consistency with your standards or brand guidelines.

4. Automatic sharing and organization of notes

   The final meeting notes are automatically formatted and archived in your Leexi workspace.

   They can then be shared directly with your project management tool, your drive, or your CRM, and sent by email to all participants—including those without a Leexi account—without any copy-pasting or manual exports.

Why Choose Leexi?

Leexi goes beyond simple meeting transcription: it handles the entire note-taking process, helping you save 3 to 4 hours per week. With Ask Leexi, your meeting notes become interactive—you can ask questions directly to your notes and instantly retrieve precise information without rereading the entire transcript.

Quality is at the core of Leexi: each summary can be tailored to your needs, tone, and standards to ensure clear, relevant, and consistent notes. Security is also guaranteed: your data remains protected and confidential at every step. Finally, follow-up is simplified: decisions and tasks are automatically assigned to the right people, with centralized archiving and sharing so your teams stay aligned and efficient.

Many Belgian startups and European scale-ups already use Leexi to accelerate their sales cycles and efficiently track their projects. Try Leexi today and focus on what matters most while AI takes care of the rest!

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