Notes, Reports & Tasks

Every meeting in Laxis is a note. A note has three tabs — Notes, Report, and Tasks — plus the Transcript, which opens from the bottom bar. On iPhone and Android, notes also have a Chat tab.

This page explains how each part works. It applies to the desktop, web, and mobile apps unless noted.

Notes

The Notes tab is a document you and Laxis write together.

• Your notes: type anywhere. Formatting works as you type (bold, italic, bulleted, numbered, and checklist items). Notes save automatically.
• AI live notes: while you record, Laxis writes notes for you into the same document — the first after a minute or two, then about every 5 minutes. Each block has a heading like "AI live note · 2:05 PM" and is written in the language that was spoken. AI notes never overwrite your text.

Polish

Polish rewrites your whole note into clean, organized meeting notes, using the full transcript and keeping what you wrote.

• Automatically after every recording. When you click Stop, Laxis polishes the note once ("Polishing your notes…"). The note is read-only for a moment while this runs.
• Undo. Click Undo polish (desktop) or Undo (mobile) to go back to the version before Polish. Undo is available until you start editing again.
• Manually. Click Polish in the Notes toolbar (or Polish notes on the web) any time.
• If there isn't enough recorded content yet, you'll see "Not enough recorded content to polish yet". If you just polished, wait a moment before trying again.

Add more recordings to the same note

One note can hold several recordings — for example before and after a break, or a follow-up conversation later.

1. Open the meeting.
2. Click Record in the bottom bar (on the web: Record again).
3. The new recording is added to the same note. The transcript shows headers like "Recording 2 · 3:15 PM", AI notes are added for the new part, and the Report is regenerated over all recordings.

Playback moves across all recordings in the note. Only one device can record into a note at a time — if you see "Recording is active on another device", stop the recording there first.

Prep notes for upcoming meetings

Click a meeting under Coming Up (desktop and web) or Coming up (mobile) to open its note before it starts. Type your agenda and questions. When the meeting begins, click Record on that page: Laxis records into the same note, so your agenda and the meeting notes stay together.

• The prep note is only created once you type something.
• Prep notes sync across your devices — prep on your phone, record on your laptop.

Report

The Report tab (previously Summary) is generated automatically after you stop recording.

• Meeting Summary is the default template, and is available on every plan.
• Choose another template from the dropdown to generate a different kind of document — follow-up emails, sales frameworks, project updates, and more. Then click Generate (or Re-generate).
• You can edit the report, and Copy it to paste into email or your docs.
• While you record, the mobile apps show a Live summary card that updates every minute or two.

Templates other than Meeting Summary need Premium or Business. The report tab replaces the former AI Writer tab.

Create your own templates

Open AI Templates in the sidebar (desktop and web):

1. Under My Templates, type a name in Create a template and press Enter.
2. Optionally describe the meeting in Meeting Context.
3. Add up to 10 sections. Each has a Title (for example "Client objections") and a Description telling the AI what to write.
4. Click Save template (web). Desktop saves as you go.

Built-in templates are view-only. Click Duplicate & Edit to make your own copy. Your templates then appear in the Report tab's dropdown on every device.

Tasks

Laxis turns the action items from your meeting into Tasks.

• The meeting's Tasks tab lists its action items with checkboxes. On iPhone and Android, action items in the Report are checkable too, and stay in sync with Tasks.
• The Tasks page (desktop and web sidebar) and Tasks tab (mobile) collect open items from all your meetings, grouped by meeting. Switch between Open and Done, add your own with What needs to get done?, and edit or delete any task.

Chat with your meetings (Premium)

• One meeting: use Ask AI about this meeting... (desktop and web), or the Chat tab on mobile. During a recording, it answers from what's been said so far.
• All meetings: use Ask AI about your meetings... at the bottom of the Meetings page (desktop and web), or the Chat tab in the mobile app's bottom bar.

Suggested questions appear above the input. On the mobile apps you can also Hold to Talk to ask by voice. On iPhone, you can ask Laxis through Siri with the Laxis Chat shortcut (Settings → Add Siri Shortcut).

Export and share

• Share: click Share on a meeting to invite people by email, or set Anyone with the link and copy the link. Choose Restricted / Only people invited to limit access.
• Export (web): click Download on the meeting page to export the transcript as Text, Word, PDF, or subtitles (.srt), with or without the summary, highlights, timestamps, and speakers.
• Export (mobile): tap ⋯ → Export Transcript and choose TXT, DOCX, or PDF.
• Desktop: copy the report with Copy, or copy the transcript from the transcript panel.