Team Meeting Notes: Client Call Summaries Your Whole Team Reads in Slack

One Slack message per client call in the channel you name, posted by the Routines app in your workspace, not from your own account: the title and date, a short summary, the decisions, and the action items with owners. Teammates read it in Slack like any other message, with no recording attached. Prefer email? Connect Gmail with read and write access and ask for one email to your team address instead. Outlook is connected read only, so it cannot send.

No. A routine run has no approval step today, so the Slack post or email goes out as soon as the routine runs. To read it first, change the last part of the prompt to write each note in the routine output instead of posting it, then paste what you want into Slack yourself.

Yes, with the Share button on a meeting while you are signed in. Anyone with the link can open the page without logging in, and it is kept out of search engines. It shows the title, date, duration, attendees, and the AI notes, without your own notes and without audio. The transcript is not shown as text, but it is uploaded with the share and answers the page's Ask about this meeting chat, so treat the link as access to what was said. Links do not expire and cannot be revoked today, and each one is a snapshot of the notes when you shared.

The meeting audio does leave: it goes to Deepgram for transcription with model training switched off, on the key we manage if you are on Pro or in the free trial, and on your own Deepgram key on the Free plan. Transcripts, summaries, and notes are then stored in local SQLite on your Mac, and stay there unless you turn on Cloud Sync and Backup, share a meeting by link, or share the memory folder they are saved in as a collection or a team folder. Writing the summary is a model call, so the transcript goes to the AI: through Routines AI, which stores neither the prompt nor the answer, or straight to your provider on your own key. The routine then posts the note to Slack, which keeps it like any message in that channel.

No. Only the person who records the calls needs Routines on a Mac. Teammates read the note in Slack, or open a shared meeting link in a browser. There is no team workspace for meetings in the app: the Teams plan shares memory folders between members, and Cloud Sync only syncs your own devices, not your teammates'. If your team already shares a Drive, Dropbox, or iCloud folder, you can put your memory folder inside it, and each finished meeting is saved there as a Markdown file with the AI notes and any notes you typed during the meeting, and no transcript. Do not type anything there you would not show the team. Routines does not manage who can open that folder, and the whole memory folder moves there, not only meetings. If you want Routines to manage who reads them, share the meetings folder as a collection or a team folder instead, which uploads that folder to your Routines account.

No bot. Routines records locally with one click when a call starts, so nothing appears in the participant list. Routines ships no disclosure watermark, no automatic announcement, and no consent prompt today. Telling the people in the meeting is your responsibility, and we recommend saying you record.