A series groups meetings that belong together, such as a weekly team meeting, a steering group or a monthly one-on-one. Its page shows all its meetings with their action items, so you can see what was discussed last time and what’s still open.

Series from your calendar

When a meeting is linked to an event that repeats in your calendar, Notulist puts it in that event’s series by itself. The next meeting of the same recurring event joins the same series. That happens when you record from the calendar event, when you Link an “Is this …?” suggestion, and when you Change event. See Connect your calendar.

The series takes the title of the calendar event, and follows it when the title changes, until you rename the series yourself.

Put a meeting in a series yourself

You can also group meetings without a calendar, such as recordings you uploaded.

  1. On a meeting, click Series.
  2. Pick one of your series, or type a name and choose Start “name”.

To move a meeting, click the arrow next to the series name and pick another series. Remove from series takes it out. Once you’ve chosen yourself, the calendar no longer changes that meeting’s series.

On the Series page in the sidebar you can also start one with New series.

The series page

Click the series name on a meeting, or open Series in the sidebar. The page shows:

  • the meetings of the series, newest first;
  • their Action items, open ones first and done ones folded away;
  • Ask about this, to ask about just these meetings, for example “What did we discuss last time?” or “Which action items are still open?”. See Search and Ask.

To rename a series, change its Name and click Save. Delete series keeps the meetings, and your calendar won’t put them back in a series.

On your phone

In the iPhone and Android apps, open the list of series from the top of Meetings, or tap the series on a meeting. A series shows its action items, its meetings and Ask about this series.

Shared meetings

When you share a meeting that is part of a series, the other person sees the series too, with only the meetings shared with them. Only you can rename the series or change which meetings are in it.

In Claude and ChatGPT

A connected assistant can look up your series as well, for example “What did we discuss in the last weekly, and which action items are still open?”. See Use Notulist in Claude, ChatGPT and Siri.