AI Notetaker + Agent BuilderTurn conversations
into coordinated work.
Acta's AI agents turn meeting context into tasks, updates and follow-through across your team's tools. Work reaches the right people, while you stay informed and in control.
1The meeting. Acta takes the notes, no bot needed.
✦ Acta is taking notes
Sam: “Honestly, we're looking at other tools before renewal.”
FROM THE NOTES
☐ Share the reporting roadmap · Priya · Thu
⚠ Risk: Brightline may not renew · raised by Sam
2The work. Your agent notices, decides and acts.
- When a customer call endsBrightline quarterly review✓ Done
- Spot churn signalsAI · “looking at other tools”High risk
- If the risk is highIf / else · Yes✓ Done
- Check the accountHubSpot · renews in 34 days · $48k/yr✓ Done
- Write a save planAI✓ Done
- Alert the ownerSlack · #cs-alertsSent
- Create the tasksAsana · for PriyaRunning…
● Churn risk: Brightline
Renews in 34 days · $48,000/yr · Owner @Priya
On today's call Sam said: “Honestly, we're looking at other tools before renewal.”
Save plan
1. Call Sam this week with the reporting roadmap
2. Offer a 30-day analytics add-on trial
3. Bring in an executive sponsor
Agents work with the apps you already use
- Gmail
- Slack
- Google Sheets
- Google Calendar
- HubSpot
- Salesforce
- Zoho
- Jira
- Asana
- Zendesk
- Freshdesk
- Any API
1 · Describe
Say it in one sentence. Get a working draft.
Tell Acta what should start your agent and what it should do. The AI picks the trigger, the steps and the apps, and gives you a first draft to check and finish.
- No flowcharts to draw from scratch
- A to-do list of what's left to fill in
- Or start from blank, or from a Prebuilt Agent
2 · Build
Every step explains itself
Add steps from the list on the left: get meeting data, ask AI, check with a person, send from Gmail. Hover any step to see what it's for, when to add it, what to fill in, and an example.
- 20 steps, in plain words
- Answers from earlier steps drop in with one click
- Check setup tells you what's missing, with a fix button
3 · Ask
Stuck? Ask Help. It builds with you.
Help knows your agent, your connected apps and your last test. Ask why a run failed or how to do something, and it answers in simple steps, with the change ready to apply. Nothing changes until you click Apply, and you can undo it.
4 · Test, then turn on
Safe by default
Tests send nothing
A test runs every step and shows what it would send. Or send it to yourself first.
You approve first
Add an approval step to check and edit anything before it goes out, in Acta or from your inbox.
Your own sign-ins
Agents act as you, only in the apps you connect. Keys are stored encrypted.
Every run in History
See what each step did. A failed run says what went wrong and what to do next.
Trusted AI Note Taker for Modern Teams
Unlock the hidden value of meeting conversations.
From conversation to completed work
Acta handles the whole loop, so meetings end with decisions made and work moving.
- 01
Record
Acta records your Zoom, Google Meet and Teams calls from the desktop app, the Chrome extension or a notetaker that joins from your calendar.
- 02
Understand
Acta transcribes the meeting for you. Minutes later you have a transcript with speaker names, a summary, decisions and action items with owners.
- 03
Act
Report templates turn the meeting into deal reports, scorecards, Jira tickets, post-mortems or clinical notes, and OneChat answers questions across all your meetings.
Record your way. No bot required.
Guests never see a notetaker join when you record with the desktop app or Chrome extension. It even works in meetings where bots are blocked.
Speaker-named transcripts
Who said what, with timestamps.
Summaries & decisions
An hour-long call in a few lines.
Action items with owners
Every next step, nothing missed.
Follow-up emails
A recap ready to send in Gmail.
OneChat
4 meetings selectedAsk OneChat anything.
Chat with all your meetings and files. Ask about a customer, a project or a quarter, and OneChat finds the right conversations and answers from what was actually said.
- Summarise a year of leadership meetings in one report
- Spot recurring issues, risks and customer feedback across calls
- Build a searchable meeting knowledge base that stays when people move on
Report templates for every team
Not just a summary. Each template reads the meeting the way your role works and delivers the document you would have written.
Sales
MEDDPICC, BANT, SPIN & SPICED
Product
PRDs and Jira, Asana, ClickUp tickets
Engineering
CTO-ready reviews and tech debt
Recruiting
Candidate scorecards
Finance & VC
Client reviews, KYC, credit committees and dealflow
Support
Issues, sentiment, follow-ups
Marketing
Voice of the customer
Product demos
Demo metrics and coaching
Operations
KPI reviews, post-mortems and vendor reviews
Education
Lecture notes and parent-teacher meetings
Healthcare
Draft SOAP notes and care team huddles
Pharma
MSL insights and clinical trial site visits
What changes after the meeting
One meeting in, the document your team needs out. Here is what Acta writes for each kind of call.
Sales
Discovery call
MEDDPICC deal report
- No more CRM homework. Automated sales call summaries are ready before the rep joins the next call, and the notes can go straight to HubSpot.
- See the gaps before the forecast. MEDDPICC call notes flag what's missing, like an unknown economic buyer or no decision date.
Product & Engineering
Bug triage
Ticket suggestions
- Tickets nobody has to type. Your AI meeting notes go to Jira as tickets with type, priority, owner and due date. You choose which ones to create.
- A PRD from the meeting notes. The PRD draft captures goals, requirements and acceptance criteria while they're still fresh.
Hiring & People
Interview
Candidate assessment
- Structured interview notes. Every candidate scorecard has the same sections, so you compare candidates, not whose notes were longer.
- No bot in the interview. Record from your computer so the candidate only sees you. The interview transcription is ready shortly after you hang up.
Customer Success & Support
Escalation call
Support case summary
- Clean hand-offs. The next person sees the issue, steps taken and status without re-asking.
- Promises tracked. Every follow-up goes on the action item tracker with an owner and a date.
Leadership & Boards
Board meeting
Board meeting minutes
- Minutes in minutes. Agenda items, resolutions, votes and actions in a formal format.
- One decision log. Every decision across meetings, with the quote and the moment it was said.
Healthcare
Consultation
Clinical visit note (SOAP)
- Draft notes, clinician in control. A SOAP draft from the conversation, checked and corrected before use.
- Patients leave with a summary. What was discussed and what to do next, in plain language.
Supercharge every meeting
Choose the plan that's right for you
Free (15 days)
High quality meeting notes.
- Unlimited recordings & transcriptions
- Limited AI Summarization & Action points
- Integrations
- Report templates
- 600 mins of storage
- Ask Acta : AI assistant
- Upload File
- Record on-line
- Mobile App
- Chrome Extension
Pro
Collaboration for teams or companies
- Unlimited transcription
- Unlimited AI summaries
- Unlimited storage
- Download transcripts, summaries, recordings
- Talk-time analytics
- Follow-up centre for action points
- Unlimited integrations
- Conversation intelligence templates
- Meeting consolidation
Enterprise
For large scale enterprises
Let's Talk
- On-Premise deployment
- White Label Solutions
- APIs
- SSO
- SOC1 TYPE2 Compliance
- HIPAA compliance
- Private storage
- Custom data retention
- Transcript + Summary only mode
- Super admin role
- Dedicated account manager
Frequently asked questions
Can't find what you need? Contact us or read about security.
What is Acta?
Acta (acta.ai) is an AI meeting assistant and notetaker for Zoom, Google Meet and Microsoft Teams. It records meetings with or without a bot and turns them into transcripts with speaker names, summaries, decisions and action items. Report templates write sales reports, interview scorecards, product requirements, post-mortems and board minutes.
How is Acta different from other AI notetakers?
Acta records without a bot from its desktop app or Chrome extension, writes the document your role needs, such as a MEDDPICC deal report or a candidate scorecard, not just a summary, and OneChat answers across many meetings at once, so you can follow a customer, project or hire over time.
Can Acta record meetings without a bot?
Yes. The Acta desktop app for Windows and Mac records Zoom, Microsoft Teams or any call on your computer, and the Acta Chrome extension records meetings in your browser. Both record from your own computer, so no extra participant joins. You can also let Acta's notetaker join meetings from your calendar.
Which meeting platforms and devices does Acta support?
Zoom, Google Meet and Microsoft Teams. Acta runs on Windows and Mac (desktop app), in Chrome (extension), on the web, and on iPhone and Android (mobile apps).
How does OneChat answer questions across meetings?
OneChat uses retrieval-augmented generation (RAG). You choose a set of meetings, Acta indexes their transcripts, finds the parts relevant to your question and writes an answer from them, so answers are based on what was actually said.
Can I get automatic meeting notes for every meeting?
Yes. Connect your Google or Microsoft calendar and the Acta notetaker joins your scheduled meetings, or set the desktop app to start recording when a Zoom or Teams meeting begins. Either way, the AI meeting notes are waiting for you after each call.
Does Acta integrate with Jira, Asana and other tools?
Yes. Acta creates tickets in Jira, Asana, ClickUp and Monday.com from the tasks discussed in a meeting, connects to Google and Microsoft calendars, and drafts follow-up emails for Gmail.
Is there a free trial?
Yes. Acta is free for 15 days with unlimited recordings and transcriptions, so you can try it on your real meetings. After that, choose the Pro plan for unlimited AI summaries, storage, report templates and meeting consolidation. Enterprise plans add SSO, private storage and custom data retention.
Is my meeting data private?
Yes. Recordings and notes belong to your Acta account and are only shared if you share them. See the security page for how Acta protects your data.
Make your next meeting count.
Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.