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Meetings & recordings

Edit the notes

Fix, add or remove lines in a meeting's notes. When the meeting is on a client, the client's memory and promises follow your edit.

Updated 10 Oct 2026

The notes KretaOS writes after a meeting are a first draft. You were in the room, so you have the last word: open the recording, press Edit on the Notes card, and change anything.

What you can change

  • Summary — the paragraph at the top.
  • Decisions, What they said, Next steps, Open questions — edit a line, remove one with the ×, or press Add a line.
  • Commitments — who promised (We / They), the name, what was promised and the day it is due. Add a commitment if the AI missed one.

Press Save notes. Cancel throws the changes away.

What follows your edit

If the meeting is already on a client's page, KretaOS updates the client's memory from your lines, in the background:

  • A removed line retires the fact that came from it. The fact is kept as history, never deleted, and a promise that was already kept is never touched.
  • A new or reworded line becomes a fact in your words. It outranks what the AI read from the transcript, so a corrected number or name wins.
  • A commitment you change updates the promise on the promise ledger, and a reminder set from it follows the corrected promise.

The transcript and the audio never change. The meeting on the client's timeline keeps the notes it was attached with as history; the recording page and the client's memory show your version.

If the meeting is not on a client yet, your edit simply waits: when you attach it, it goes on the client's page with your notes.

Going back

The Notes card says edited by you and when. Reset to AI notes puts the AI's version back, and the memory follows in the same way. It asks once before doing so.

Who can edit

Anyone who can open the recording can edit its notes, except a Viewer. By default that is the person who recorded it; see Who sees a recording.

Related

  • Transcript and speakers — Read the notes and transcript of a recorded meeting, name who is speaking, and fix a line that went to the wrong person.
  • Attach a meeting to a client — Choose the client once and the meeting lands on their page as a single entry, with its notes, facts, promises and follow-ups.
  • The promise ledger — How KretaOS finds the promises made on both sides, keeps their dates honest, and keeps a kept promise as proof you delivered.
  • What becomes memory — Which touches KretaOS reads for facts and promises, what it deliberately throws away, and what it never reads at all.
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