Description
I am requesting additional controls and configuration options for the AI Notetaker feature to better support privacy, confidentiality, and centralised governance.
The requirement is to restrict AI Notetaker usage so that only system admins can access and use the feature. Members should not be able to enable or interact with AI Notetaker.
Within this setup, system admins would operate from a shared workspace (for example within the CRM product) where AI Notetaker is enabled. Each system admin would connect their own calendar to the AI Notetaker.
For output, each system admin should have a private board (visible only to them) that is automatically populated:
A parent item for each meeting attended (including meeting details and notes).
Subitems for any actions assigned to that admin during the meeting.
This would ideally be supported through native workflows or automations, ensuring meeting data is not shared across users and does not require manual handling.
What are you trying to achieve
The primary goal is to ensure privacy, confidentiality, and controlled access when using AI Notetaker.
Some meetings attended by senior stakeholders are private and confidential, meaning users must not be able to see:
Other users’ calendars
Other users’ meetings
Other users’ meeting notes or action items
At the same time, each authorised user needs a single, private location to revisit all their meeting notes and assigned tasks, providing clarity and accountability without exposing sensitive information.
Finally, we want to enforce a control management procedure by allowing organisations to explicitly choose who can access the AI Notetaker feature (e.g. system admins only). This ensures the feature is used responsibly, compliantly, and in line with internal governance and data protection requirements.