How to Use Meeting Notes in Obvious

This feature is currently in beta. Contact help@obvious.ai to request access.

This guide walks you through connecting your meeting tools to Obvious so your recordings, summaries, and action items show up in your workspace.

What you get

Once connected, Obvious can join your meetings and generate:

Summaries — Key topics covered, decisions made, and open questions.
Action items — What needs to happen next, with suggested owners.
Full transcripts — Searchable, with citations linking action items back to specific moments in the conversation.

Browse all of this from the meetings sidebar, or bring it into a project for the agent to work with.

Connect your calendar

Obvious pulls meetings from your calendar. You can connect one calendar account or multiple — for example, a personal Gmail and a work Google Workspace account. Events from all connected accounts are aggregated in the meetings sidebar, the meetings page, and the assistant sidebar.

To connect a calendar account:

Open Settings → Connectors.
Find your calendar provider — Google Calendar or Outlook — and click Connect.
Follow the authorization flow to grant access.

Once connected, your upcoming and recent meetings appear in the meetings sidebar.

To add another calendar account, repeat the same steps. Each account is cached independently, so adding a second account doesn't affect the first.

Connect Granola (optional)

If your team uses Granola for meeting notes, you can connect that too.

Open Settings → Connectors.
Find Granola and click Connect.
Authorize the connection.

With Granola connected, the agent can search your meeting notes, retrieve transcripts, and surface action items directly in your workspace.

Start a recording from Obvious

You can record a meeting directly from within Obvious — no bot required, no external tool. Obvious records from your microphone, transcribes the audio, and generates a summary when you stop.

To start a recording:

Click the + button in any project.
Select Recording from the menu.

Obvious begins capturing audio right away. You'll see a live transcript preview as you speak. You can pause and resume at any time.

When the meeting ends, click Stop. Obvious uploads the recording and generates your notes — summary, action items, and a full transcript. This usually takes a minute or two. You can navigate away and come back; you'll find the completed notes in your meetings list.

Attendees are automatically identified from the speakers in your recording, so you don't have to add them manually.

Note: Recording requires microphone access in your browser. If prompted, click Allow.

Record a calendar meeting

To record an upcoming calendar meeting, open the meetings sidebar and mark the event for recording. Obvious sends a bot to the call that captures the audio and generates a summary when the meeting ends.

Note: Bot recording is only available for meetings that have a conference link (Zoom, Google Meet, Teams, etc.). If a meeting doesn't have one, you can paste a link manually from the event's detail view.

Turn on auto-join

Instead of marking each meeting manually, you can turn on auto-join for a calendar connection and Obvious will record all meetings on that calendar automatically.

To set it up:

Open the meetings sidebar and click the options menu (⋯) next to your calendar connection.
Select Auto-join Settings.
Toggle Auto-join meetings on.
Choose which calendars to include — select all or pick specific ones.
Click Save.

Once enabled, Obvious marks meetings on those calendars for recording as they appear. You'll see a toast notification confirming how many meetings were auto-joined. You can opt out of auto-join for a specific meeting from the meeting's detail view.

Note: Auto-join uses the same bot recording as manual recording — it requires a conference link (Zoom, Google Meet, Teams, etc.).

Browse your meetings

Click the meetings icon in the sidebar to open the meetings panel. You'll see a timeline of events grouped by date. If you've connected multiple calendar accounts, you can filter by account — each account is listed separately in the calendar filter. Each meeting card shows the meeting's current state:

Upcoming — Scheduled but not yet started or recorded.
Ongoing — Happening now, or currently recording.
Processing — Recording complete; summary is being generated.
Summarized — Summary ready to review.
Enriched — Summary generated and action items have been further analyzed.
Failed — Something went wrong with the recording or processing.

Click any meeting to open its details. Up to five tabs organize the content: Actions (action items with owners and citations — only appears when action items exist), Summary (meeting summary), Transcript (full searchable text), Info (meeting metadata including date and attendees), and Projects (projects linked to this meeting).

Create a meeting

You can schedule a new meeting directly from the meetings sidebar or the full meetings page.

Click + in the meetings header. The Create Meeting modal opens.
Enter a title for the meeting.
Set the date and start time. The end time defaults to 30 minutes after the start — adjust it if your meeting runs longer.
Add guests. Search for people in your workspace or type an external email address to invite someone outside it.
To add a conference link, toggle Add Google Meet. Obvious generates the link immediately. You can remove it before creating the meeting if you change your mind.
Optionally, add a location or link the meeting to a project.
Click Create. Obvious saves the meeting and opens its detail view.

You can share a meeting summary with anyone — no Obvious account required.

From the meeting's detail view, click Share. The share modal has two tabs: Link and Send.

Sharing is only available for meetings in Summarized or Enriched status. Meetings that are still processing or failed can't be shared yet.

Link tab

The Link tab generates a public URL. Anyone with the link can view the summary in their browser without signing in. Click Copy link to grab the URL and send it however you like.

Send tab

The Send tab lets you send the meeting notes directly to someone — including people who don't have an Obvious account.

Click the Send tab in the share modal.
Enter the recipient's email address.
Click Send.

The recipient gets an email with a link to the public meeting page.

Add to Calendar

Recipients who are signed into Obvious will see an Add to Calendar button on the public meeting page. Clicking it adds the meeting directly to their calendar. If they haven't connected a calendar yet, clicking the button will prompt them to set one up in Settings.

Bring meeting content into a project

From any meeting's detail view, you can start a new project with that meeting's context already loaded. The agent knows what was discussed and can help you follow through on action items.

You can also ask the agent in any existing project to pull in meeting content:

Find my meeting notes from this morning's standup

The agent searches your connected meetings and brings the relevant content into your workspace.

Ask the agent

The agent can work with your meetings directly. Try:

Summarize the key decisions from last week's planning meeting

Which action items from Tuesday's standup are still open?

Something not working? Email help@obvious.ai.

Meetings