MEETING NOTES

Capture and organize notes from meetings, including whiteboard photos and uploaded documents — with AI-powered text extraction.

Overview

## What Are Meeting Notes?

Meeting Notes are structured records of meetings tied to your CRM data. They give you a place to document what was discussed, who attended, and any follow-up actions — all linked directly to the relevant accounts, contacts, and opportunities. Unlike the general activity timeline notes, Meeting Notes are purpose-built for meetings. They support file attachments, image uploads, and AI-powered text extraction so you can quickly digitize handwritten whiteboard notes or printed documents.

***

Creation

## Creating a Meeting Note

Go to any **Account**, **Contact**, or **Opportunity** record and click **Add Meeting Note**, or navigate to **CRM → Meeting Notes** and click **New Meeting Note**.

| Field | Description | | -------------- | --------------------------------------------------------------------------- | | Title | A descriptive name for the meeting (e.g., "Q2 Strategy Review — Acme Corp") | | Date | When the meeting took place | | Content | Your written notes and summary | | Attendees | Team members and contacts who were present | | Linked Records | Accounts, contacts, and opportunities this meeting is related to |

***

OCR Upload

## Uploading a Whiteboard Photo

If you photographed a whiteboard during the meeting, you can upload the image and ParsaLink will extract the text automatically using OCR (Optical Character Recognition). Navigate to an existing meeting note or create a new one. Click **Upload Image** in the attachments section. Select your whiteboard photo (JPG, PNG, HEIC, or WEBP). ParsaLink processes the image and extracts any text it finds. This typically takes a few seconds. The extracted text appears in the **Extracted Content** panel below the image. Review it for accuracy — OCR works best on clearly lit, high-contrast whiteboard photos. The extracted text is stored alongside your manual notes and is fully searchable within the meeting note.

***

Documents

## Uploading Documents

Attach PDFs or Word documents to a meeting note to keep reference materials together with your notes. Supported formats: **PDF**, **DOCX**, **DOC**

After uploading, ParsaLink extracts the text content from the document and stores it in the **Extracted Content** section. This makes the document content searchable and surfaceable in your meeting record without needing to open the file separately.

Document extraction works best with text-based PDFs. Scanned PDFs (images inside a PDF) use OCR, which may have lower accuracy depending on scan quality. ***

Relationships

## Linking to Accounts, Contacts, and Opportunities

Meeting Notes can be linked to multiple CRM records at once. For example, a partner review meeting might be linked to the account, the primary contact, and two open opportunities being discussed. To link records: 1. In the **Linked Records** section, click **Add Link**. 2. Search for and select the account, contact, or opportunity. 3. Repeat for each record you want to link. Linked records will show this meeting note in their activity timeline so the full meeting history is visible from any related record.

***

View

## Viewing Extracted Text Alongside Manual Notes

The Meeting Note detail view has two panels: * **Your Notes** — The manual text you typed, formatted with rich text. * **Extracted Content** — Text pulled from uploaded images and documents via OCR or document parsing. Both panels are visible simultaneously so you can reference whiteboard content while writing up your formal notes or action items.

After a meeting, upload the whiteboard photo first so the extracted text is ready while you write up the formal notes — saving you from having to transcribe it manually.