Running a live meeting with Sorinai

3 min readUpdated Apr 21, 2026

The moment you hit Create, Sorinai becomes a small notepad at the side of your screen. Here's everything on it — your notes, the copilot, your template filling itself in, and what happens when the meeting ends.

One notepad, no bot

Nothing joins your call. The moment you hit Create, Sorinai becomes a small notepad tucked to the side of your screen and starts listening — that notepad is where everything happens.

Starting a note

Click New Note to open the launcher. Before you hit Create, you can attach a few things — none of them required:

A note template — the set of questions Sorinai fills in for you as the conversation goes. Pick one, or leave it on No template for free-form notes. Sorinai comes with a default, so you can start straight away.
Save to folder — where the finished note gets filed once the call wraps.
Under + Add context: any documents that give the copilot more to work with — a project brief or an agenda, say — so its suggestions stay on topic.
A calendar event, if you’ve connected your calendar — its title and attendees come along as context.

When you’re ready, click Create. You can do this before the call starts or once you’re already on it — either works.

Your notepad

Once you’re live, Sorinai is just a small notepad docked to the side of your screen, out of your way. It behaves like any other window — move it, resize it, or make it bigger after the call to tidy your notes up. To choose which side it opens on, go to Settings → Customisation.

The main area is your notepad — type into it freely, the same as any notes app, with a row of buttons along the bottom. When the notepad is small, Notes and Template tabs appear at the top so you can flip between what you’re writing and your note template.

Notes and your template

Type whatever you like during the call — Sorinai keeps all of it. If you attached a note template, it fills itself in alongside your notes as the conversation goes, so you’re not chasing every answer by hand. Open the Template tab (or tap Checklist along the bottom) to watch it happen.

You don't have to touch it

The template fills on its own and your notes save as you go. Plenty of people just focus on the conversation and let the notepad do the rest.

The buttons along the bottom

Along the bottom of the notepad:

Copilot: Opens the AI copilot for follow-up questions, explanations, and draft answers — see Using the AI Copilot.
Tidy: A quick clean-up of the notes you’ve typed so far — smooths the rough edges without changing what you meant.
Transcript: Shows the live transcript as the call is captured.
Checklist: Opens your note template so you can watch it fill in.
End Meeting: The red square. Ends the call and turns the notepad into a review of the finished meeting — see below.

Ending the meeting

When the call’s done, click End Meeting — the red square. The notepad doesn’t close or drop you back to Home. It stays right where it is and turns into a review of the meeting you just finished, so you can tidy everything up before moving on.

The buttons change to match. You can now:

Enhance: Rewrite your rough notes into a clean, tidy version — your original stays one tap away.
Template: Check over your filled note template.
Chat: Ask questions about this one meeting.
Share / Download: Send the notes on, or save the filled template as a PDF or Word file — both appear in the corner.
Back: Returns to the full app when you’re done. The meeting is saved on Home.

End before you quit

If you quit Sorinai mid-call without ending the meeting, the last bit of the conversation may not be saved. Click End Meeting first — then it’s safe to quit.

What happens after

While you look over your notes, Sorinai finishes up in the background: it files the meeting into the folder you picked, and if your template started from a Word or PDF, fills that document out ready to download. If you have follow-up emails turned on, one lands in your inbox with the filled copy attached.

Click Back whenever you’re ready. You’ll find the meeting waiting on Home — see Asking across your past meetings.

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