Save meeting notes to a project

How to move a meeting summary into a specific project in your Wonderly account.

After a meeting, you can attach the AI Notetaker summary directly to a project so the notes, decisions, and context from the call stay connected to the work.

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When to use: You want to file a meeting summary under a specific project instead of leaving it in Meeting Notes.

  1. Click Calendar in the main sidebar.

  2. In the secondary sidebar, click Meeting Notes.

  3. Hover over the meeting note you want to save to a project.

  4. Click Move.

  5. Find and select a project from the dropdown list in the workspace where the project lives.

Expected outcome: The meeting summary is now linked to the project you selected and accessible from the Projects section.

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