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AIRA Notetaker Tasks

AIRA Notetaker automatically identifies action items from your calls and creates tasks in Recruiterflow.

Amogh Balikai avatar
Written by Amogh Balikai
Updated this week

AIRA Notetaker now automatically identifies action items from your calls and creates tasks in Recruiterflow complete with descriptions, assignees, and due dates. This ensures every commitment made during a conversation becomes a tracked task without any manual effort.

How It Works

When AIRA Notetaker records a call (via Zoom, Meet, Teams, or phone), it analyzes the conversation and:

  1. Identifies action items mentioned during the call

  2. Creates tasks based on what was discussed

  3. Assigns tasks to the right people mentioned in the conversation

  4. Sets due dates based on urgency or deadlines discussed

  5. Makes tasks visible in your Recruiterflow task list (optional)

All of this happens automatically, no manual data entry required.

Where to Find AIRA-Generated Tasks?

On the Tasks Tab in AIRA Notetaker

Tasks appear directly on the tasks tab in AIRA Notetaker Meetings.

Click on the Tasks section to see:

  • Tasks assigned to you

  • Tasks assigned to others

  • Unassigned tasks

On the Tasks Page (Optional)

You can choose to see AIRA-generated tasks on your main Tasks page.

To enable this:

  1. Go to AIRA Notetaker Settings → General Settings

  2. Toggle on "Show AIRA Generated Tasks on Tasks page"

  3. Set a default due date for tasks without specified dates

Once enabled:

  • AIRA tasks appear in My Due Tasks and My Overdue Tasks sections on the Tasks page

  • Filter by Assigned by: AIRA to view only AIRA-generated tasks

  • Tasks also appear in the Tasks widget on your dashboard

Understanding AIRA Task Details

Each AIRA-generated task includes:

Field

Details

Title

Clear description of the action item

Due Date

Based on conversation or default setting

Due Time

Start time of the call

Assigned To

Person mentioned in conversation or meeting host

Assigned By

AIRA Notetaker

Managing AIRA Tasks

Editing a Task

Any user with access to the call can change the assignee or the due date from the AIRA Notetaker > Meetings > Tasks

Completing a Task

  • Click the checkbox to mark complete

  • Completed tasks move to the bottom of the section

  • Uncheck to reopen the task

Settings & Configuration

Setting Default Due Dates

If a call doesn't mention a specific deadline:

  1. Go to Settings → Task Settings

  2. Under AIRA Generated Tasks, set your default due date

  3. Options: 1 day, 3 days, 1 week, etc.

This applies to:

  • Tasks assigned to you

  • Unassigned tasks where you're the meeting owner

Task Assignment Logic

AIRA assigns tasks based on:

  1. Direct mentions – "John, can you send the contract?"

  2. Meeting host – Default assignee if no one is mentioned

  3. User with most talk time – Secondary default if host isn't internal

  4. Unassigned – When AIRA can't determine the right person

Best Practices

Review tasks after each call – Verify assignments and due dates are correct

Enable Tasks page visibility – Keep all your tasks in one place

Set realistic default due dates – Choose a timeline that matches your workflow

Assign unassigned tasks promptly – Don't let action items fall through the cracks

Mark tasks complete immediately – Keep your list clean and accurate

FAQs

Q: What if AIRA creates an irrelevant task?

A: You can delete the task. AIRA learns from conversation context, but you have full control.

Q: Can I edit a task after it's created?

A: Yes! You can change the title, assignee, due date.

Q: Will tasks appear for all my calls?

A: Only for calls where the AIRA Notetaker is present and identifies clear action items with future due dates.

Q: What happens if the due date is in the past?

A: Tasks with past due dates at the time of creation won't be created automatically. AIRA only creates tasks with future due dates.

Q: Can I turn off automatic task creation?

A: Currently, AIRA creates tasks automatically from all recorded calls. You can delete tasks you don't need or disable the Tasks page visibility in Settings.

Q: Do AIRA tasks consume credits?

A: No, task creation from calls is included with AIRA Notetaker.

Q: Can I see why a task was created?

A: Yes! Click on the AIRA icon adjacent to the task to see the context from the conversation that triggered its creation.


Need Help?

If you have questions or feedback about AIRA Tasks, contact our support team at help@recruiterflow.com or use the in-app chat.

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