Before the meeting

Shared meeting space where users can see the agenda and make notes prior to the meeting, to help the meeting be more productive.

Syncs with Outlook calendar
Virtual meeting spaces are set up automatically for all attendees
Prepare your thoughts and speaking notes prior to the meeting
Set up meeting goals before the meeting

During the meeting

Everyone can take notes in the shared meeting space. Anyone can add action items and assign them to attendees.

Work together on notes and action items in real time
Create action items and delegate tasks to meeting participants
Syncs with Outlook – delegated tasks show up as to-do items.
Email meeting minutes to all attendees with a single tap.

Create and assign Action Items Syncs with Outlook.

Share meeting notes with attendees.

Post meeting follow-up

Follow up on past action items and see what still needs to be done. Easily see the notes and action items from the last recurring meeting.

Completed Outlook to-dos are reflected in the meeting space
Monitor when meeting action items are completed
Support for recurring meetings makes it easy to check last week’s meeting results with a single tap.

Email meeting minutes with a single tap.

How to purchase Notate Pro?

To start a free 60 day trial, click here.
For pre-sales information or to schedule a demo, contact sales@shafersystems.com
Find iOS, Android, PC, & Mac clients on the Downloads page.

Communicate Clearly

When you assign an action item to someone, they will get an email letting them know about the item, and if they are a Meetings user, they will also see the action item in their Outlook or Notate to-do list.
Publish Minutes Easily

With just a tap, at the end of the meeting, all the meeting information including attendees, agenda, notes, and action items will automatically be emailed to all meeting attendees.
Collaborate with Peers

A shared meeting space increases productivity by helping workers prepare before the meeting, and to follow up with results after the meeting.

Why Notate Calendar?

With Notate Calendar all your information remains secured within your own network. No additional servers are required. Meeting data is secured with FIPS-certified encryption. No note data ever resides in the cloud and is instead synced and backed up via a secure tunnel to the corporate Exchange server. Notate Calendar helps busy Professionals organize important meetings, improve team productivity and information sharing.

Navigate Outlook meeting schedule by agenda view.
Take meeting notes. Near real time sharing.
Take action items and assign them to attendees.
Action items and notes are synced with Outlook.
Integrated with Notate, so users can manage and complete their assigned action item.

A simple space to collaborate.

A shared virtual meeting space for every meeting keeps all the team’s information in one place, easy for everyone to access.

Before the meeting

Shared meeting space where users can see the agenda and make notes prior to the meeting, to help the meeting be more productive.

During the meeting

Post meeting follow-up

Why Notate Calendar?