Jifflenow: Enhanced Meeting Notes

The existing meeting notes feature is underutilized due to limited access, late availability, poor discoverability, and lack of integration. This enhancement introduces a modernized meeting notes experience that is accessible, timely, mobile-friendly, and tightly integrated with workflows like CRM sync and notifications, unlocking broader adoption across users and improving post-meeting follow-ups.

Problem Statement

The current meeting notes module suffers from the following limitations:

• Only admins can create or edit notes

• Notes can be added only after a meeting is submitted

• Poor discoverability — users must manually access the meeting to edit/view notes

• No notifications or prompts when notes are updated

Key Highlights

1. Access for Non-Admins

• Allow internal participants and users with meeting edit access to view and contribute to meeting notes.

• Encourage shared ownership of post-meeting documentation.

2. Create Notes During Meeting Creation

• Enable users to add notes even before the meeting is submitted.

• Captures key context and objectives upfront, making meetings more focused.

3. Mobile Support

• View, edit, and update notes directly from the Jifflenow mobile app.

• Enables on-the-go documentation during in-person or remote meetings.

4. Improved Discovery

• Show notes more prominently on the meeting card and detail view

• Introduce a "Recent Notes" or "Meetings with Notes" filter to make them easy to find

5. Notifications for Notes

• Notify participants when notes are created or edited, especially if tagged or if action items are added.

• Promotes accountability and engagement.

6. Simplified Sharing

• Enable easy export/download of notes to share with attendees or other stakeholders.

• Support public/private visibility for sensitive content.

7. CRM Data Sync

• Automatically push structured notes content (summary, action items) to integrated CRMs (e.g., Salesforce, HubSpot).

• Reduces double entry and enhances visibility across tools.

8. Notes Reporting

• Include notes in meeting analytics and reports

• Allow admins to search/filter notes across events and participants for insights

Why It Matters

This enhancement unlocks the full value of meeting documentation:

• Increases participation in note-taking by democratizing access

• Reduces follow-up chaos by centralizing all key information in one place

• Drives CRM hygiene and boosts reporting accuracy

• Improves collaboration and keeps everyone aligned on decisions and action items

Release Plan

• Phase 1: Non-admin access, notes creation during meeting creation, and mobile support

• Phase 2: Notifications, CRM sync, reporting filters, and enhanced sharing features