Flow Notes
by Applab

New user guide · Flow Notes 0.30

Record every meeting.
Get the notes written for you.

Flow Notes is a botless meeting recorder for macOS and Windows. It captures your calls right on your device — no bot joins the meeting — transcribes them, and writes clean, shareable notes with Claude or ChatGPT running on your own machine. This guide takes you from first launch to your first shared recap.

🎙️ Botless capture 📝 On-device AI notes 📆 Calendar aware 🔗 MCP for your AI assistant
01

What Flow Notes does

Three things happen around every meeting you record — and after you press Stop, all three are automatic.

🎙️

Botless recording

Audio is captured on your own device. Nothing joins the call, so guests never see a recorder bot. Works with Zoom, Teams, Meet, and in‑person meetings.

🔤

Cloud transcription

When a recording ends it's transcribed in Applab's cloud, with per‑line timestamps, separated speakers, and strong Arabic + English support — including meetings that switch between the two.

✨

AI meeting notes

A summary, topics, decisions, key points, and action items assigned to the right people — written after each meeting by the notes engine you choose.

The big idea

You press record and get back to the conversation. Flow Notes handles the transcript and the write‑up — you just review and share.

02

The business value

Meetings are where decisions and commitments are made — and where they quietly get lost. Flow Notes closes that gap: capture any conversation, internal or external, and turn it into shared, accountable action that anyone can pick up and drive forward with AI.

The payoff

Every stakeholder conversation becomes durable, searchable, accountable work — and the leap from “we discussed it” to “it's being handled” happens in Claude, not in someone's memory.

03

First-time setup

The very first launch asks you to sign in and walks you through a short setup. It takes about a minute, and you can step Back or Skip at any point.

Don't have the app yet?

Download Flow Notes for macOS or Windows at flownotes.applab.qa/download — always the latest version. You only need that page for a first install or a new machine; after that the app keeps itself up to date.

  1. Sign in with Applab. Flow Notes uses your Applab work account — a browser window opens for sign‑in and no password is ever stored in the app.
  2. Welcome. A quick tour of the three things above. Select Get set up to continue.
  3. Get ready to record. Give Flow Notes access to your Microphone (your voice) and System audio (everyone else on the call) with Grant access / Open System Settings, then Continue. You only do this once.
  4. How your meetings are handled. A short note on where audio and notes go, and a reminder that — because no bot joins — telling participants they're being recorded is up to you. Select I understand.
  5. Connect your calendar (optional) — select Connect calendar so Flow Notes can show your Outlook meetings and link recordings to them, or Skip for now.
  6. AI meeting notes — select Use the default to continue (or set up your account here if the step offers it). To get AI notes you'll need to connect your Claude account — see section 09.
  7. You’re all set. Choose Record my first meeting or Go to my library.
Flow Notes welcome screen
The welcome step introduces botless recording, cloud transcription, and AI notes.
Grant microphone and system audio permissions
“Get ready to record” — grant Microphone and System audio. Recording won’t work until these are granted.
macOS permissions

On a Mac, macOS itself will pop up to confirm Microphone and Screen & System Audio Recording access; if you're sent to System Settings, the step waits for access, with Check again. If you continue without them you can grant them later from Settings ▸ Recording ▸ Permissions — but recording stays silent until you do. (Windows needs only the microphone.)

Skip leaves the whole setup. Want to run through it again later? Open Settings ▸ About and choose Run again next to First-run setup.

04

Recording a meeting

Start a recording the moment a conversation begins — capture starts instantly, so you never miss the first minute.

  1. Press New Recording at the top of the sidebar (or ⌘+R / Ctrl+R). Recording begins right away.
  2. Click the title (or Untitled recording) to name it in place, and use Link to a calendar meeting underneath to attach the right event — or change or unlink it. If exactly one online meeting is running, the recording links itself.
  3. Use Mute, Pause, and Stop as needed (while paused, nothing is recorded). Watch the live level meters for You (mic) and Participants to confirm both sides are captured.
  4. Press Stop — it turns into End recording? — and press again to confirm (or Keep to carry on). Recordings under 10 seconds with no sound are discarded automatically.
Flow Notes active recorder with title, calendar link, waveform, level meters and controls
The recorder: an editable title with Link to a calendar meeting, a live waveform, mic + participant meters, and Mute / Pause / Stop. The transcript is prepared after the meeting ends.
Watch for warnings under the timer

If Flow Notes hears no audio, loses participant audio, or your microphone stops picking up speech, a notice appears right under the timer — often with an Open Settings button to fix it.

If something changes mid-meeting

The Recording stopped early banner above the library
If capture is lost, a banner says when the recording stopped, why, and how to keep the next one going — with Open meeting to go straight to what was saved.

Two meetings at once?

If two online meetings overlap when a call is detected, Flow Notes asks “Which meeting is this?” instead of guessing — pick one, or Neither. Marking a meeting to Always auto‑record answers that in advance. (Started with New Recording during an overlap? The recording starts unlinked — use Link to a calendar meeting.) And if a different meeting starts while you're still recording, the call prompt shows Another meeting started with Switch to finish this recording and start a separate one.

A colleague already recording?

If someone else is already recording the same meeting, Flow Notes tells you. You can keep yours as a standby (kept only if their recording ends early), Request access to theirs instead, or record anyway if your organization allows it.

Interviewing someone? Turn on Copilot

Select “This is an interview” during a recording, choose an evaluation rubric and the format (online or in‑person) in Interview Setup, and select Enable Interview Mode. The Suggested questions panel then offers questions and lists under‑covered competencies — mark each one asked or dismiss it as you go, or press Suggest now for a fresh batch. After the meeting, the interview scorecard opens with a summary: recommendation, overall score, and a bar per competency.

It keeps running

Navigate away and the recording keeps going in the background. The top of the sidebar turns into a status pill — In progress with the elapsed time — that brings you straight back to the live session.

05

Never miss a call

Flow Notes watches for meetings so you don't have to remember to hit record. Two small helpers make that effortless.

The “Start recording?” call-prompt pill
Call‑prompt pill — when a Teams / Zoom / Webex call or a calendar meeting starts, this floating prompt appears. One tap on Record and you’re capturing. When an online meeting starts, the reminder's Join opens the meeting and starts recording.
The floating recording ribbon
Recording ribbon — a compact always‑on‑top control with the timer, mute, pause and stop, shown while you work in other apps.

Prefer it hands‑off? In Settings ▸ Recording ▸ Meeting Detection turn on Prompt to record when a call starts, or Start recording automatically — it then starts quietly in the background, and the ribbon is your confirmation. Flow Notes detects Teams, Zoom, and Webex calls, even ad‑hoc ones.

Need a different choice for a single meeting? Open an online meeting in your calendar and set Auto-record this meeting to Always or Never (or Use default) to override the global setting for just that event or series. A red record icon on the event marks a meeting that will record; a crossed‑out one marks a meeting that will be skipped.

On a Mac?

macOS may deliver reminders silently. If Flow Notes shows a tip about it, choose Open Notification Settings and turn on Banners or Alerts and Play sound.

06

Your library, notes & transcript

Every recording lands in your Library: All meetings, Shared with me, Shared by me, and Imports. Search with ⌘+F / Ctrl+F, narrow down with Filters (the active filter shows as a chip you can remove), and use View to switch layout and grouping. Select lets you act on several meetings at once.

The Flow Notes library
The Library — meetings grouped by date, each card showing its length and status (Recap ready, Processing, Generating notes, or Notes failed). Right‑click a card (or use its … menu) to Share Notes…, Manage Access…, Rename…, Download Audio…, or Delete.

Open any meeting and it slides in. Once processing finishes (the header moves from Transcribing to Ready, and the Notes tab shows Uploading → Transcribing → Writing notes as it goes), you get two tabs: Notes and Transcript, with the audio player above them.

The Notes tab

A structured recap — Summary, Topics, Key Points, Decisions, and Action Items. A strip of section links along the top (with a count for each, and how many actions are done) jumps to each part and follows your scroll. Topics and points are timestamped, so a click jumps the audio to that moment. A line at the bottom says what wrote the notes — for example Generated by Claude Sonnet 5.5.

For a very long meeting, the notes cover its start and end and say so: “part of the middle of the transcript was left out.” If notes couldn't be written, the tab shows Notes unavailable with the reason and a Try again button. When the cause was your Claude or ChatGPT account hitting its usage limit, Flow Notes also tries once more on its own after the limit resets.

A meeting’s AI-generated Notes tab
The Notes tab: the section strip (Summary, Topics, Key points, Decisions, Actions), then the recap itself — each item linked back to the recording. Share Notes and Manage Access sit in the meeting header.

The Transcript tab

The full, timestamped transcript, with consecutive lines from the same speaker grouped into one turn. Click any line to jump playback there, and press ⌘+F / Ctrl+F to search it (↑/↓ steps through matches). With Auto‑scroll on, the transcript follows the audio; scroll away and it pauses, with a Jump to current button to catch up.

The meeting transcript tab with speakers and timestamps
The Transcript tab — the Speakers card, then speaker‑grouped lines with timestamps.

Name the speakers

The Speakers card lists everyone the transcript found (“Me”, “Speaker 1”, “Speaker 2”…). Press play next to one to hear a sample of this speaker, then give them a name — it updates the transcript, the written notes, and action‑item owners. Set your own name in Settings ▸ General and “Me” is relabelled everywhere.

Regenerate any time

Use Regenerate… on the Notes tab (you can add optional instructions) or Regenerate Notes in the meeting's Actions (…) menu to re‑run the notes. Re‑transcribe, in the same menu, redoes the whole recording; it warns you first if speaker names you've set would be lost, and afterwards offers Regenerate notes so the notes match the new transcript.

Continue or remove a meeting

Meeting picked up again after a break? Actions (…) ▸ Resume Recording records more audio into the same meeting, and the new part is transcribed with it. New voices are numbered after the existing speakers, so names you've already set stay with the right people. Delete Meeting (or Select in the library for several at once) permanently removes the audio, transcript, and notes, including the copy of the recording on your computer — it can't be undone.

Bilingual meetings

A meeting that mixes Arabic and English shows a green “Both languages kept” line — that's good news, not an error. Select Details to see how it was handled.

If your organization deletes recordings

Your admin may set recordings to be deleted a while after they're transcribed. The meeting says so, with the date, and once the audio is gone playback, download, Re‑transcribe, and Resume Recording are no longer available — but the notes, transcript, and a short voice sample per speaker stay, so you can still name speakers.

07

Action items & sharing

Turn a recap into follow‑through. Action items go to the right people, and the whole note can be sent or shared in a couple of clicks.

The Share Notes dialog
The Share Notes sheet — recipients as chips (external ones flagged), an include scope, and an editable message.
The Manage Access dialog
Manage Access — add people, pick role, access and expiry, and Notify by email.

When someone shares a meeting with you, you get a desktop notification and Shared with me shows an unread count. Anything you've shared appears under Shared by me.

08

Your calendar

Connect your Outlook calendar and Flow Notes ties recordings to the right meeting — the title, time, and invitees come along for free.

The Flow Notes calendar view
The Calendar view — your week at a glance with the agenda in the sidebar and a line marking the current time. Use ← / → to move between weeks and T (or Today) to jump back.
09

AI notes & settings

Settings has four panes: General (account, your name, appearance), Recording (permissions, microphone, speaker, meeting detection), AI & transcription (transcription, notes engine, Claude/ChatGPT accounts), and About (version, updates, what's new, run setup again). Changes save as you make them — a small Saved appears next to the control.

Choose how your notes are written

Open Settings ▸ AI & transcription. Transcription always runs in Applab's cloud. To get AI notes, connect your Claude account (below) and set it as your Notes engine — or a ChatGPT account if you prefer. Claude and ChatGPT write your notes on your own device, and handle Arabic and English equally well.

Set up Claude (recommended)

You don't need to install anything by hand first — Flow Notes sets the Claude command‑line tool up for you.

  1. In Settings ▸ AI & transcription, open Claude & ChatGPT accounts and select Add Claude account…
  2. Get the CLI in place. If the claude command isn't on your machine yet, select Install Claude Code… and Flow Notes installs it. (Already have it? Click Re‑check.)
  3. Sign in. Your browser opens the Claude sign‑in. Approve access and the account is added — Flow Notes comes back to the front on its own. No Terminal and no code to copy. (If you already use claude setup-token, Paste a token instead is on the same sheet.)
  4. Set Notes engine to Claude — <your account>, and check that claude CLI shows Found.
  5. Pick a Model. Under Latest, Opus gives the richest notes, Sonnet is the fast, balanced default, and Haiku is the quickest; these always follow Claude's newest release. Under Specific version you can pin one — Fable 5.1, Opus 5.5, Opus 5, Opus 4.8, Sonnet 5.5, Sonnet 5, or Haiku 4.5 — so notes and interview assessments stay on it.
The AI & transcription settings pane with the Claude engine selected
Settings ▸ AI & transcription — transcription runs in the cloud; the notes engine is Claude — Work with the Sonnet model, and claude CLI · Found confirms it’s ready.
Switching accounts & models

You can add more than one account (e.g. Work and Personal), rename them, and switch the active one from this screen. A new model applies to the next notes you generate — use Regenerate… on a meeting to re‑run it with your new choice.

Prefer ChatGPT?

Select Add ChatGPT account… (choose Install OpenAI Codex… first if the CLI is missing), then Sign in with ChatGPT in your browser. Flow Notes notices when you're signed in — select Add account, then set the notes engine to ChatGPT — <your account>. There's no model picker for ChatGPT.

If the CLI isn't found, or the picker is locked

Click Re‑check, or quit and reopen Flow Notes. If the notes engine picker is greyed out, your organization manages it for you.

Other settings worth a look

🙋

Your name

General — the name shown instead of “Me” across transcripts, notes, and tasks. Press Return to apply it to existing recordings too.

🎨

Appearance

General — Light, Dark, or match your System theme.

🎧

Microphone & speaker

Recording — pick your devices and check them with Test microphone / Test speaker.

🔔

Meeting Detection

Recording — prompt to record when a call starts, or start automatically.

10

Connect your AI assistant (MCP)

Flow Notes includes a secure, read‑only MCP server — so an AI assistant like Claude can search and read your meetings, notes, transcripts, and action items, and answer questions about them in plain language. Ask “what did we decide last week?” and let the assistant pull it from your recordings.

Two things to know first

1. It only ever sees the meetings you already have access to — your own and ones shared with you. 2. It's off until an admin enables it for your organization, so if the steps below don't connect yet, check with your Flow Notes admin.

How to connect

  1. In your MCP client — Claude Desktop, Claude Code, or the connectors settings on claude.ai — add a remote / HTTP MCP server.
  2. Paste the Flow Notes MCP endpoint as the server URL. That's all the client needs — no client ID or secret to enter.
  3. When prompted, sign in with the same Microsoft account you use for Flow Notes. Approve access and you're connected — the connection lasts about 90 days before you're asked to sign in again.
Flow Notes MCP endpointhttps://flownotes.applab.qa/mcp

What the assistant can do

The server exposes five read‑only tools:

ToolWhat it does
search_meetingsFind or list the meetings you can access. Filter by free text (title + summary), participant, and/or a date range.
get_meetingGet one meeting's detail — title, date, duration, participants, and whether it has notes / a transcript.
get_notesGet a meeting's AI notes: summary, topics, key points, decisions, and action items.
get_transcriptGet a meeting's full transcript, one page at a time (needs transcript‑level access).
list_action_itemsList action items across your meetings — filter to just yours, open items only, a date range, or one meeting. “Mine” matches tasks assigned to you by identity or by your full name, and flags the ones that only might be yours.

Try asking

You“What did we decide in my product sync last Tuesday?”
Finds the meeting with search_meetings (query + that date), then reads the decisions with get_notes.
You“List all the open action items assigned to me.”
Calls list_action_items with assignedToMe and openOnly — certain matches first, possible ones marked as such.
You“Summarize my last interview and pull the quote where the candidate discussed system design.”
Uses search_meetings → get_meeting → get_transcript to locate the exact moment.
You“Which meetings did Sarah attend last month, and what were the action items?”
search_meetings (participant: Sarah, last month) then list_action_items per meeting.
11

Shortcuts & tips

WhereShortcutWhat it does
Anywhere⌘+R / Ctrl+RStart a new recording (while recording, arm Stop).
Anywhere⌘+I / Ctrl+IImport a recording to transcribe an existing audio file.
Anywhere⌘+, / Ctrl+,Open Settings.
Anywhere⌘+[ / Ctrl+[Go Back (for example, from a meeting to the library).
Library⌘+F / Ctrl+FJump to the meeting search.
Transcript tab⌘+F / Ctrl+FSearch the transcript; ↑ / ↓ step through matches.
Meeting playbackSpace or KPlay / pause.
Meeting playbackJ / LSkip back / forward 10 seconds.
Meeting playback← / →Skip back / forward 5 seconds.
Meeting playbackShift+, / Shift+.Slower / faster playback.
Calendar← / →, TPrevious / next week, back to today.
Menus & dialogs↓, arrows, EscOpen a menu, move through it, close it (or a dialog).
First‑week habit

Turn on Meeting Detection so the record prompt finds you, set your name so notes read naturally, connect your calendar so action items reach the right people, and add your Claude account. A few small settings, far better notes.

12

Updates & what's new

Flow Notes updates itself in the background on both macOS and Windows. After an update, a What's new sheet shows the highlights once — never while you're recording. Missed it? Select What's new in the sidebar (a dot marks unread highlights) or Settings ▸ About ▸ See the highlights.

The What's new sheet
The What's new sheet after updating to 0.30.
13

Feedback & getting help

Flow Notes is actively developed, and the fastest way it gets better is you telling us what's rough or missing. Every note goes straight to the team — please don't hold back.

Send feedback or report a bug

  1. Select Send feedback at the bottom of the sidebar (between What's new and Settings).
  2. Pick a category — Bug if something's broken, Idea for a suggestion, or Other.
  3. Describe it in your own words. For a bug, what you did and what you expected helps most.
  4. Attach images if they help show the problem — up to 4 screenshots, or paste one straight in.
  5. Select Send. Flow Notes automatically includes your app version, operating system, and the screen you were on, plus your name so the team can follow up. Please don't paste passwords or secrets.
Reporting something about a specific meeting?

If you're viewing a meeting when you open feedback, you can tick the option to attach a reference to it. Only the meeting's identifier is sent so the team can find it — never your recording, transcript, or notes content.

🐞

Found a bug

Something didn't work, looked wrong, or crashed — send it as a Bug with a screenshot.

💡

Have an idea

A feature you wish existed or a rough edge to smooth — send it as an Idea.

🙌

Something you love

Tell us that too — knowing what's working helps us keep it that way.

Need a hand?

Stuck on setup or not sure how something works? Send a note through the same Send feedback button, or reach out to your Flow Notes admin — they can check organization policy (which engine is allowed, whether MCP is enabled, how long recordings are kept) and escalate to the team.

14

FAQ

Does a bot join my meeting?
No. Flow Notes records the audio locally on your device — no bot appears in the participant list. It works the same for Zoom, Teams, Meet, and in‑person conversations. Because no bot joins, letting participants know they're being recorded is up to you.
Where are my notes generated?
Transcription runs in Applab's cloud. With a Claude or ChatGPT account set as your notes engine, the write‑up — summary, topics, decisions, and action items — is generated on your own machine through that account's command‑line tool. To get AI notes, connect your Claude account in Settings ▸ AI & transcription (see section 09).
Is there a live transcript while I record?
No — the transcript is prepared after the meeting ends, so the recorder shows only the level meters and controls (in an interview, the suggested questions too). It's usually ready a short time after you press Stop.
Do I have to start recording manually every time?
Only if you want to. With Meeting Detection on, a prompt appears when a call starts (one tap to record), or Flow Notes can start automatically. You can also record straight from a calendar event.
When do the notes appear?
Automatically. After you stop, the recording is transcribed and then the notes are written — the Notes tab shows each step as it runs. You'll see the meeting move from Processing to Ready in your library.
Why is an action item unassigned?
Flow Notes only assigns a task to someone when the conversation makes it clear who took it on, and it needs the recording linked to the calendar meeting to know who was invited. Link the meeting and regenerate the notes, or just pick the owner yourself.
Can I connect Flow Notes to Claude or another AI assistant?
Yes — via the read‑only MCP server (section 10). Add the endpoint to your MCP client, sign in with your Flow Notes account, and ask questions about your meetings in plain language. An admin must enable it for your organization first.
Who can see a meeting I recorded?
Only you, until you share it. Use Share Notes to send a recap, or Manage Access to grant Viewer, Editor, or Owner roles. Anything you've shared appears under Shared by me. The MCP server never exposes meetings you can't already see.
Why can't I play a meeting's audio any more?
Your organization may delete recordings a set time after they're transcribed. The meeting says when its recording was deleted; the notes, transcript, and speaker voice samples are kept.
Can I get a deleted meeting back?
No. Deleting a meeting permanently removes its audio, transcript, and notes, including the copy of the recording on your computer, so the app asks you to confirm first.
What if recording seems silent?
Look for a warning under the recorder's timer first. Then check that Microphone and System audio are granted in Settings ▸ Recording ▸ Permissions, and confirm the right input device under Settings ▸ Recording using Test microphone.
How do I report a problem or request a feature?
Use Send feedback at the bottom of the sidebar — pick Bug, Idea, or Other, add a screenshot if it helps, and send. Your app version, OS, and current screen are attached automatically, and it goes straight to the team (see section 13).