--- title: How to clean up notes following a meeting description: How to quickly review and edit your notes to ensure the data in your CRM is accurate and actionable. image: https://help.avoma.com/hubfs/Avoma%20-%20Help%20center.webp --- [Skip to content](https://help.avoma.com/how-to-clean-up-notes-following-a-meeting#main-content) English Show submenu for translations ![Avoma-Logo](https://help.avoma.com/hs-fs/hubfs/Product%20Newsletter%20Asset/Pricing%20email%20groups/Avoma-Logo.png?width=160&height=37&name=Avoma-Logo.png) - [Blog](https://www.avoma.com/blog) - Product Show submenu for Product - [AI Meeting Assistant](https://www.avoma.com/ai-meeting-assistant) - [Scheduler and Lead Router](https://www.avoma.com/scheduler-lead-router) - [Conversation Intelligence](https://www.avoma.com/conversation-intelligence) - [Revenue Intelligence](https://www.avoma.com/revenue-intelligence) - [Schedule a Demo](https://www.avoma.com/demo) Open main navigation Close main navigation - [Blog](https://www.avoma.com/blog) - Product Show submenu for Product - [AI Meeting Assistant](https://www.avoma.com/ai-meeting-assistant) - [Scheduler and Lead Router](https://www.avoma.com/scheduler-lead-router) - [Conversation Intelligence](https://www.avoma.com/conversation-intelligence) - [Revenue Intelligence](https://www.avoma.com/revenue-intelligence) - [Schedule a Demo](https://www.avoma.com/demo) - English Show submenu for translations - [Home](https://www.avoma.com/) [Home](https://www.avoma.com/) How can we help you today? - There are no suggestions because the search field is empty. 1. [Avoma Help Center | Documentation, Guides & Support](https://help.avoma.com/?hsLang=en) 2. [After Meeting Workflows](https://help.avoma.com/after-meeting-workflows?hsLang=en) # How to clean up notes following a meeting ## How to quickly review and edit your notes to ensure the data in your CRM is accurate and actionable. ### Select your meeting There are multiple ways to access the notes section from your meeting. The quickest way is to select the View Notes icon from the My Meetings tab.   ![Screen Shot 2022-10-25 at 5-12-21 PM-png copy 2](https://help.avoma.com/hs-fs/hubfs/Screen%20Shot%202022-10-25%20at%205-12-21%20PM-png%20copy%202.jpg?width=688&height=50&name=Screen%20Shot%202022-10-25%20at%205-12-21%20PM-png%20copy%202.jpg) ### Adding manual notes Manual notes can be added to an existing Smart Category, a newly created Smart Category, or the overall notes section.  ![](https://help.avoma.com/hubfs/ezgif-com-gif-maker-gif-2.gif) ### Adding to your notes from the transcript You can also add to your notes directly from the transcript itself. 1. Search in the transcript for specific keywords to help easily locate what should be noted. 2. Once the desired piece of the transcript is selected use the **Add To Notes With Category** tool. This will open up a modal which shows available smart categories. 3. Choose the Smart Category under which you would like to associate the selected text. This will copy that text and paste it into the notes, underneath the selected smart category. ![](https://help.avoma.com/hs-fs/hubfs/ezgif-com-gif-maker-gif-1.gif?width=631&height=323&name=ezgif-com-gif-maker-gif-1.gif) ### Adding context and clarity using Avoma's AI timestamp 1. Avoma uses timestamps of where the AI captured the notes within the conversation. This is indicated by the icon to the right of the extracted note. 2. Clicking this timestamp will take you back to this exact point in the video and text transcript. 3. You can use this to quickly add more context to an existing note.  ![](https://help.avoma.com/hubfs/ezgif-com-gif-maker-gif-3.gif) ### Resync your updated notes to the CRM 1. Once your notes have been finalized, you will need to resync the new notes to your CRM. 2. Select your CRM icon from the top right of the notes tab and sync the updated notes to the correct CRM associations. ![](https://help.avoma.com/hubfs/Screen%20Shot%202022-10-26%20at%203-31-19%20PM-png.png)   --- If you have any additional questions, please contact our team at help@avoma.com.           - [Avoma Configuration (Admins)](https://help.avoma.com/avoma-configuration-admins?hsLang=en#main-content) - [Authentication](https://help.avoma.com/avoma-configuration-admins?hsLang=en#authentication) - [User and access management](https://help.avoma.com/avoma-configuration-admins?hsLang=en#user-and-access-management) - [Recording, privacy, compliance](https://help.avoma.com/avoma-configuration-admins?hsLang=en#recording-privacy-compliance) - [Integrations & tool connections](https://help.avoma.com/avoma-configuration-admins?hsLang=en#integrations-tool-connections) - [Billing and license management](https://help.avoma.com/avoma-configuration-admins?hsLang=en#billing-and-license-management) - [Meeting Assistant configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#meeting-assistant-configuration) - [Conversation Intelligence configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#conversation-intelligence-configuration) - [Revenue Intelligence configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#revenue-intelligence-configuration) - [Adoption, usage, and ROI](https://help.avoma.com/avoma-configuration-admins?hsLang=en#adoption-usage-and-roi) - [Lead routing configuration](https://help.avoma.com/avoma-configuration-admins?hsLang=en#lead-routing-configuration) - [Avoma Configuration (Members)](https://help.avoma.com/avoma-configuration-members?hsLang=en#main-content) - [AI Meeting Assistant](https://help.avoma.com/avoma-configuration-members?hsLang=en#ai-meeting-assistant) - [Avoma Quick Start](https://help.avoma.com/avoma-quick-start?hsLang=en#main-content) - [Getting started videos](https://help.avoma.com/avoma-quick-start?hsLang=en#getting-started-videos) - [Preparing for a Meeting](https://help.avoma.com/preparing-for-a-meeting?hsLang=en) - [Avoma Scheduler](https://help.avoma.com/avoma-scheduler?hsLang=en) - [Using Avoma During a Meeting](https://help.avoma.com/using-avoma-during-a-meeting?hsLang=en) - [After Meeting Workflows](https://help.avoma.com/after-meeting-workflows?hsLang=en#main-content) - [Meeting notes sync to CRM](https://help.avoma.com/after-meeting-workflows?hsLang=en#meeting-notes-sync-to-crm) - [Conversation Insights](https://help.avoma.com/conversation-insights?hsLang=en) - [Revenue Intelligence](https://help.avoma.com/revenue-intelligence?hsLang=en#main-content) - [CRM Field Mapping and Updates](https://help.avoma.com/revenue-intelligence?hsLang=en#crm-field-mapping-and-updates) - [Forecast](https://help.avoma.com/revenue-intelligence?hsLang=en#forecast) - [AI Win loss Analysis](https://help.avoma.com/revenue-intelligence?hsLang=en#ai-win-loss-analysis) - [Integrations](https://help.avoma.com/integrations?hsLang=en#main-content) - [CRMs](https://help.avoma.com/integrations?hsLang=en#crms) - [Conferencing](https://help.avoma.com/integrations?hsLang=en#conferencing) - [Dialer](https://help.avoma.com/integrations?hsLang=en#dialer) - [Calendar](https://help.avoma.com/integrations?hsLang=en#calendar) - [Collaboration](https://help.avoma.com/integrations?hsLang=en#collaboration) - [Zoom](https://help.avoma.com/integrations?hsLang=en#zoom) - [FAQs](https://help.avoma.com/faqs?hsLang=en) - [Best Practices](https://help.avoma.com/best-practices?hsLang=en) - [Quick Hit Feature Videos](https://help.avoma.com/quick-hit-feature-videos?hsLang=en) - [Pricing Questions](https://help.avoma.com/pricing-questions?hsLang=en#main-content) - [Trial](https://help.avoma.com/pricing-questions?hsLang=en#trial) - [Add-Ons](https://help.avoma.com/pricing-questions?hsLang=en#add-ons) - [Base Subscription Plans](https://help.avoma.com/pricing-questions?hsLang=en#base-subscription-plans) - [Security](https://help.avoma.com/pricing-questions?hsLang=en#security) - [AI Meeting Assistant](https://help.avoma.com/ai-meeting-assistant?hsLang=en) - [Meeting Collaboration](https://help.avoma.com/meeting-collaboration?hsLang=en) - [What's New](https://help.avoma.com/whats-new?hsLang=en) - [Troubleshooting Call Issues](https://help.avoma.com/troubleshooting-call-issues?hsLang=en) - [Coaching](https://help.avoma.com/coaching?hsLang=en) - [Avoma extension](https://help.avoma.com/avoma-extension?hsLang=en) [![Chill listening crop-3](https://help.avoma.com/hs-fs/hubfs/Avoma_Logo_Dark_Large-2.png?width=100&height=24&name=Avoma_Logo_Dark_Large-2.png "Chill listening crop-3")](https://help.avoma.com?hsLang=en) Avoma Help Center [mailto:help@avoma.com](mailto:help@avoma.com) Copyright © 2025, Avoma, Inc.