Hold a 1:1 Meeting
Run your meeting and capture notes
This article explains how to use Zal.ai's meeting note taker to run effective 1:1 meetings and capture notes that can be used in performance reviews.
This article is relevant to: Managers
Feature: Meetings
Accessing the Meeting Note Taker
- From Meetings → Meeting Planner, find your scheduled meeting.
- Click on the meeting to open the note taker.
Using the Note Taker
The meeting note taker has three sections:
- Public Notepad: Shared notes visible to both participants. Use for action items, decisions, and discussion points.
- Private Notepad: Your personal notes, not visible to the other participant.
- Agenda: Pre-defined talking points from the meeting type template.
Linking to Goals
In the note taker, you can view and link notes to the employee's goals. This creates a record of goal progress discussions.
How Notes Are Used in Reviews
Public meeting notes become data sources for performance reviews. The AI uses them when generating appraisal drafts.