See Meeting Notes in Action
Hit record. Stop when done. BDB transcribes the audio, summarizes the conversation, and extracts the tasks — then saves them to your job.
You walked the job with the homeowner this morning. You talked through the scope, talked through the change orders, talked through who's responsible for what. By the time you got back to the shop, half of it was gone.
That's how jobs lose money. Tasks discussed in the truck get forgotten by the time the crew is back at the shop. The change order the customer agreed to verbally never makes it onto the estimate. The thing the supplier promised never gets followed up on. Action items live in someone's head — until they don't.
And the alternative isn't better. Nobody is going to sit down at a laptop after a 10-hour day and type up clean meeting notes. So the meetings get a few scribbles in a notebook, or nothing at all, and the team operates on memory.
Meeting Notes replaces the notebook scribble and the "I'll write it up later" promise that never happens. Hit record, link the job, and let BDB do the typing.
Tap Record on Company Home. Optionally link a job so the note ends up attached to the right project record. Stop when you're done. That's the whole capture step.
The note moves through processing → transcribed → summarized → ready on its own (or to error if something fails). Audio is stored by month on BDB's servers. You don't babysit the upload — you check back when it's ready.
Edit the title or linked job. Re-summarize with a different prompt if the first pass missed the angle you wanted — the history is kept, never overwritten. Click Extract Tasks. Review and save them into Task Templates attached to the job.
A finished note: summary up top, extracted tasks ready to save to the job.
Site visit with homeowner on 5/14. Walked the kitchen scope. Customer approved upgraded backsplash tile and added pendant lighting over the island. Asked us to confirm delivery window for cabinets. Trash haul-off needs to happen Friday before drywall starts.
Most voice-note apps give you a transcript and call it a day. Meeting Notes turns the conversation into action items the crew actually sees.
First pass too short? Want a different angle — just the action items, or just the scope decisions? Run a new prompt. The summary history is preserved, never overwritten, so you can compare passes.
Optional, but the link is what makes the summary findable from the job's record. Open the job a month later and the meeting from the kickoff walk is right there with everything else.
Extracted action items save into the existing Task Templates flow so they show up on the crew's Task Checklist. No separate to-do app to babysit. The tasks live where the work lives.
Turn it on for the crews that need it. Not every company runs the kind of meetings where this earns its keep — so it's a toggle, not a default, and we don't charge extra when you switch it on.
Audio-only. No video processing overhead, no awkward camera-on meetings, no giant files to upload from the truck. Just the sound of the conversation — which is all you needed anyway.
You don't watch a progress bar. Hit Stop, walk away, and the note moves itself through the pipeline. Audio sits on BDB's servers stored by month. You come back to a finished summary and a task list ready to extract.
Audio uploaded to BDB's servers. The note is queued and the transcription job is starting.
The audio has been turned into text. Transcription runs after upload — not during the recording itself.
BDB has condensed the transcript into a readable summary. You can re-summarize with a different prompt at any time.
Open the note. Edit. Re-summarize. Extract Tasks. Save action items to Task Templates on the linked job.
If anything fails along the way, the note flips to error instead and surfaces what went wrong — so you're never left wondering whether the upload made it.
Meeting Notes turns the conversation in the cab into a clean summary and a real task list on the right job. Included with every BDB Project Tools subscription — turn it on whenever you're ready.
Founder's Pricing: $69/mo for 20 users. Retail $149/mo. All tools included. Founder's rate locked when you sign up before June 30, 2026.