--- title: "AI-Driven In-Person Meeting Notetaker: A Game Changer for Sales Reps" url: "https://www.epic.digital/en/blog/in-person-meeting-notetaker-ios-only" --- # AI-Driven In-Person Meeting Notetaker: A Game Changer for Sales Reps [EPIC](https://www.epic.digital/)› [Blog](https://www.epic.digital/en/blog) ›[Hubspot Updates](https://www.epic.digital/en/blog/tag/hubspot-updates) ›AI-Driven In-Person Meeting Notetaker: A Game Changer for Sales Reps Hubspot Updates # AI-Driven In-Person Meeting Notetaker: A Game Changer for Sales Reps Epic Published on Jul 28, 2025 2 min read **In short:** Capture conversas de vendas presenciais em tempo real com o Notetaker AI do HubSpot. Automatize resumos pós-reunião e elimine a necessidade de anotações manuais. ### What is it? The In-Person AI Meeting Notetaker brings the power of HubSpot AI to face-to-face sales conversations. Mobile reps can now capture real-time voice transcriptions through the HubSpot mobile app to automatically generate post-meeting summaries and email them to all participants. To alleviate privacy concerns, meeting captures are automatically deleted once summarization is complete. No more manual admin after an in-person meeting. ### Why does it matter? For field reps, in-person meetings are the norm, and while these interactions are critical to building pipeline and closing deals, they often lack the digital paper trail that online meetings provide. Reps struggle with capturing notes and managing follow-up tasks, especially when meetings are informal or spontaneous. This feature bridges that gap, enabling reps to focus on the conversation while HubSpot AI handles the heavy admin lifting post-meeting. ### How does it work? To enable capturing in-person meeting audios, enable the following settings in the HubSpot desktop portal: - Settings > Calling > Call Setup > Call Configurations ‘Call recording’ - ‘Transcription and analysis’ - Settings > AI ‘Give users access to generative AI tools and features’ - ‘CRM Data’ - ‘Customer conversation data Once enabled, representatives can initiate voice capture (with consent) from the mobile app. AI processes the content to create summaries. Once the summary is created, users can either email it to all participants or copy it. No recordings are stored, only the transcription summary remains, which helps reduce privacy concerns. Entry points include scheduled meeting pages and calendar items flagged as in-person meetings without online links, as well as created Log Activity Meetings. Users will also be able to see these in-person AI summaries from HubSpot’s desktop version. Upon completion, an AI-generated meeting summary notification will be sent to reps, allowing them to click directly on the summary. The In-Person AI Meeting Notetaker leverages [Google Speech-to-Text functionality](https://legal.hubspot.com/sub-processors-page#:~:text=*-,Google%20LLC,-reCAPTCHA) for the transcription. By participating in this Beta, you acknowledge and agree that Google LLC will process recording data. ### Who gets it? This feature is in private beta for Sales Hub Professional and Enterprise seated users on iOS only. Make sure your mobile app is updated to the latest version to access this new feature. ## Frequently asked questions Which HubSpot users can access the In-Person AI Meeting Notetaker? The In-Person AI Meeting Notetaker is in private beta for Sales Hub Professional and Enterprise seated users on iOS only. Users need the latest version of the HubSpot mobile app to access it. How does HubSpot protect privacy during in-person meeting recordings? HubSpot automatically deletes the meeting audio capture once the AI finishes generating the summary, so only the transcription summary remains. No audio recordings are stored. What settings must be enabled to use the In-Person AI Meeting Notetaker? Admins need to enable Call recording and Transcription and analysis under Settings > Calling > Call Setup > Call Configurations, plus generative AI tools access and customer conversation data under Settings > AI. What technology does HubSpot use to transcribe in-person meetings? The In-Person AI Meeting Notetaker uses Google Speech-to-Text for transcription. By joining the beta, users acknowledge that Google LLC processes the recording data. How is the In-Person AI Meeting Notetaker different from the standard HubSpot Meeting Notetaker? The In-Person AI Meeting Notetaker captures audio through the HubSpot mobile app during face-to-face meetings without an online link, while the standard HubSpot Meeting Notetaker joins virtual calls on Zoom, Google Meet, or Microsoft Teams. Both generate AI summaries, but the in-person version is mobile-only and currently in private beta on iOS. Share: Written by ### Epic ## More in Hubspot Updates [See all](https://www.epic.digital/en/blog/tag/hubspot-updates) ### [Maximize Sales Efficiency with HubSpot Meeting Notetaker](https://www.epic.digital/en/blog/maximize-sales-efficiency-with-hubspot-meeting-notetaker) Epic ## Is your revenue operation ready to scale? Let's look at where the bottlenecks are, together. First conversation, no strings attached. [Talk to a specialist](https://www.epic.digital/contato) ## Get the next posts RevOps, demand generation and applied AI — without filling your inbox. Subscribe