The Agentic AI Notetaker

skyNote™ captures every conversation and every action item. Virtual or in person. Meetings, appointments, tours, care huddles, family conversations and more. It all flows into skyBrain™, your organization’s living memory with bidirectional integrations to major CRMs and EHRs. Nothing gets lost.

Trusted by 1,250+ payer, provider and senior living organizations

One missed conversation can cost you everything

In healthcare and senior living, conversations aren’t just meetings — they’re care plans, move-in decisions, family commitments, and compliance records. When notes are inconsistent, action items get lost, or context disappears, the consequences go far beyond a missed deadline.

Critical context gets lost

A care preference shared on move-in day. A family objection raised on a tour. An authorization discussed in a clinical huddle. If it’s not captured precisely, it’s gone — and in your world, that has real consequences.

Teams repeat work they've already done

Staff rewatch recordings, re-ask questions, and re-document conversations that were already had. Every hour spent recreating knowledge is an hour not spent on residents, patients, or members.

Insights never reach the people who need them

A family’s concern voiced on a tour informs how sales should follow up. A resident’s preference shapes how care is delivered six months later. But if it’s locked in an audio file or a personal notebook, it never travels — and your organization can’t learn.

skyNote™: Capture every conversation. Give your organization a memory.

skyNote™ joins your meetings automatically across Zoom, Google Meet, and Teams — and goes far beyond. It captures tours, appointments, move-ins, care huddles, clinical conversations, and payer calls. A care preference shared on move-in day becomes a memory card the care team sees six months later. A family objection raised on a tour lands on the prospect record before the follow-up email goes out. Nobody re-watches an hour of audio to find out what was said. Every conversation becomes a searchable, shareable, actionable asset connected to skyBrain™, your organization’s self-learning memory.

skyNote™ joins every conversation automatically

Connect your calendar once. skyNote™ shows up to every meeting, tour, care huddle, and intake — records in HD, transcribes with healthcare-tuned vocabulary and automatic language detection, and labels every speaker.

AI summaries connected to skyBrain™

The moment a conversation ends, your team gets a clean summary, action items, and key decisions — delivered to their inbox, Slack, or CRM and automatically synced to skyBrain™ for your organization's long-term memory.

Ask anything across every conversation

Search by keyword, speaker, or natural language across every conversation skyNote™ has ever captured — meetings, tours, care huddles, and beyond. "What did the family say about pricing on the tour last Thursday?" Instant answer with source timestamps.

Tuned

Transcription tuned to healthcare and senior living vocabulary — medication names, care terminology, and the acronyms your teams actually use

Zero

Of your conversations are used to train AI models — not ours, not anyone's. Recordings live in your own cloud tenant

Auto

Auto-joins every call, tour, and huddle — hands-free (web, desktop and mobile apps).

Everything inside skyNote™

From the first word of a tour to the moment a care plan is signed — one platform, full coverage, connected to skyBrain™.

Core

HD transcription & recording

skyNote™ captures every conversation in pristine quality — speaker-labeled transcripts and crisp audio you can share, scrub, and search. Works across meetings, in-person tours, care huddles, and clinical intake.

Healthcare & senior-living vocabulary, with automatic language detection
Speaker recognition & auto-labeling
Time-stamped, searchable transcripts
Audio + video downloads
Video understanding — screen-share and demo footage on the same timeline as the transcript
Live captions during the conversation on a shareable link

Always On

Auto-join across every platform

skyNote™ watches your calendar and joins Zoom, Google Meet, Teams, and Webex automatically. For in-person conversations — tours, huddles, move-ins — just tap record on the skyNote™ mobile app. No plugins. No friction. Already have a recording? Drop in an MP3, M4A, WAV, MP4, or MOV and it becomes a full conversation like any other — transcribed, summarized, and searchable.

skyAgent™

skyAgent™ inside skyNote™

skyAgent™ watches every conversation 24/7, drafts follow-up emails, creates the task in your CRM with the owner and due date already set, and surfaces patterns across your entire organization — without anyone manually reviewing a dashboard. A preference captured on move-in day is there when the care team needs it six months later.

AI Summaries

Summaries built for healthcare and senior living workflows

Choose from overview, bullet points, action items, or build custom templates per conversation type — tour recap, care plan summary, clinical intake notes, payer call summary, candidate scorecard. Every summary formatted for the team that needs it.

Ask anything, find any moment

Natural-language search across every conversation skyNote™ has ever captured. “What did the resident’s family say about care preferences last month?” Jump to the exact second with full source timestamps — across meetings, tours, and in-person huddles.

AI Access

Your meetings, inside Claude, ChatGPT, Gemini and Copilot

Connect skyNote™ to the AI assistant your team already uses. With a personal access token, Claude, ChatGPT, or Microsoft Copilot can search your conversations, pull a transcript or summary, and list action items — read-only, by design. Ask about last week’s care conference without leaving the tool you’re already in.

EHR

EHR bidirectional integrations with human in the loop

A care conference becomes a note on the resident’s record in EHRs like August Health, Alis, ECP, PCC and others — matched to the right resident, checked against the facilities the user is allowed to write to, reviewed by a person before it’s filed, and attributed to them by name. No general-purpose notetaker does this.

Access

Who can see what, decided by you

“Who can see what?” is the first question a compliance officer asks. Every conversation is scoped to the meeting it came from — invite individuals, share with a care team, or keep it private. Admins decide what a public link may ever contain and lock those sections off for the whole workspace. Every rule is re-checked server-side on every create and every edit.

Soundbites

Clip the moment that mattered

The exact ten seconds where a family voiced a concern, or a prospect said the thing your whole follow-up depends on. Clip it and share it on a timestamped, signed link — no login, no wading through an hour of audio, just the moment.

Analytics

See how the conversation actually went

Talk-time per speaker, sentiment shifts, topic coverage, longest monologues, and cadence trends over time. The same signals that make a sales coach useful — applied to tour quality, family calls, and the care conference that went sideways.

Migration

Switching from Fireflies and others? Bring your history.

Your archive is the reason switching feels expensive. skyNote™ imports your entire Fireflies history as searchable skyNote conversations — a paginated backfill with range checks, so nothing is dropped and nothing is duplicated. On day one, your organization’s memory is already there.

Integrations

Two-way with your system of record. One-way by policy.

skyNote™ doesn’t guess where a conversation belongs. It reads your CRM or EHR to find the right prospect, contact, or resident, confirms the person pushing has access to that record, then writes a clean, reviewed note onto it — and updates that note later if the summary changes. What it will never do is write on its own. A person reads it and presses send. Every read, every write, every refusal lands in an append-only audit log.

HubSpot — notes and tasks on companies and contacts, filed under the named owner
Welcome Home, Aline, skyCRM — activities on prospects, scoped to the communities a user can write to
PointClickCare, August Health, ECP and other EHRs — reviewed notes on a resident's record with human approvals
Salesforce — tasks linked to the matching account and contact
Slack, Teams and email — rule-driven delivery the moment a conversation ends
Every delivery attempt logged — failed pushes surface in the timeline with one-click retry

Compliance

Built for healthcare-grade compliance

SOC 2 Type II, HIPAA-ready, and HITRUST r2 Certified. skyNote™ signs BAAs with healthcare customers and never uses your data to train AI models — not ours, not anyone’s. Each tenant’s recordings are written to your own cloud account, not a shared vendor bucket. You own the data and you set how long it lives: external processing artifacts are purged automatically after 60 days, and you can delete any conversation permanently at any time.

In-meeting consent notice, per-participant opt-out & never-transcribe blocklist
Per-user & per-meeting permissions, enforced server-side
Append-only audit logs of every push, refusal & record lookup
Recordings stored in your own cloud tenant, not a shared vendor bucket
Admin-locked share-link policy — you decide what a public link may ever contain
Enterprise sign-in through Microsoft Entra (Azure AD B2C)

Why payer, provider and senior living teams choose skyNote™

Generic AI notetakers transcribe your Zoom calls. skyNote™ captures every conversation — online and in person — and turns it into organizational memory connected to skyBrain™. Built specifically for the complexity of healthcare, payers, providers, and senior living.

SOC2 Type II

HITRUST r2 Certified

Zero Data Sharing

Full Audit Logs

skyNote™ vs. Otter / Fireflies

FEATURE	skyNote^TM	Otter / Fireflies
Auto-join: Zoom, Teams, Meet + in-person capture	Yes	No
Transcription tuned to healthcare and senior living vocabulary	Yes	No
Custom templates per conversation type (tours, care plans, payer calls)	Yes	No
Natural-language search across all conversations	Yes	No
Reviewed write-back into a senior living EHR	Yes	No
HITRUST r2 certified	Yes	No
skyAgent™ autonomous follow-up & memory	Yes	No
Recordings stored in your own cloud tenant	Yes	No
Connect Claude, ChatGPT or Copilot straight to your meetings (MCP)	Yes	No

FAQ

Which platforms does skyNote™ support?

skyNote supports Zoom, Google Meet, Microsoft Teams, Webex, and any platform that allows a calendar invite. The note-taker joins automatically based on your connected calendar.

How accurate is the transcription?

Transcription is tuned on healthcare and senior living vocabulary — medication names, care terminology, and the acronyms your teams actually use — with automatic language detection and speaker labelling. Rather than quote a benchmark number, we’d rather show you: bring one of your own recordings to the demo and we’ll transcribe it live.

Can I customize the summary format for my team?

Yes. Build custom templates per meeting type — sales call recap, candidate interview scorecard, user-research synthesis, standup notes — and skyNote applies them automatically based on the meeting context.

Is skyNote™ HIPAA compliant?

Yes. skyNote™ is SOC 2 Type II, HITRUST r2 certified, GDPR-aligned and HIPAA-ready, and we sign BAAs with healthcare customers. Practically, that means: your recordings are written to your own cloud tenant rather than a shared vendor bucket, external processing artifacts are purged automatically after 60 days, you can delete any conversation permanently at any time, every push and refusal is written to an append-only audit trail, and your data is never used to train AI models — ours or anyone else’s.

How does skyNote™ connect to skyBrain™ and the rest of the Skypoint platform?

skyNote™ shares the same identity, audit, and admin layer as the full Skypoint platform. Every conversation automatically syncs to skyBrain™ — your organization’s self-learning memory — so insights from a tour inform sales follow-up, and preferences captured on move-in day are there when the care team needs them months later. It also connects to skyVerify™, skyHire™, and other Skypoint products so meetings tie automatically to the right person’s profile.

Will skyNote™ use our meeting data to train AI?

Never. Your data is yours — full stop. skyNote™ never uses customer data for AI training or any purpose outside your organization’s needs. You retain full ownership and can delete recordings at any time.

What exactly is skyBrain™?

skyBrain™ is the organizational memory underneath skyNote. As conversations are captured, skyBrain extracts durable facts — a resident’s care preference, who the decision-maker in a family is, a payer’s authorization requirement — and ties them to the people and topics they are about. Every fact carries the conversation and timestamp it came from, so your team can verify it and correct it. Those same facts can be fed into agent context, so the next conversation starts informed. That is the difference between an AI notetaker and an organization that actually remembers.

Who in our organization can see a conversation?

Only the people you choose. Every conversation is scoped to the meeting it came from, and access is enforced server-side rather than hidden in the interface. You can invite named individuals, share with a group such as a care team or a sales pod, or keep a conversation private. Admins define what a public share link may ever contain and can lock sections off for the entire workspace, and sensitive skyBrain™ memory cards stay gated. Those rules are re-checked on every create and every edit, and every access is written to the audit log.

Does skyNote™ ever write to our EHR or CRM on its own?

No — and it cannot. No rule, webhook, or scheduled job in skyNote can write to an EHR or CRM. The only trigger is a person reading the text and pressing send, and that boundary is enforced by a test in the codebase. Before anything is written, skyNote reads your system of record to confirm the note is going onto the right prospect, contact, or resident, and verifies that the person sending it has access to that record. Every read, every write, and every refusal lands in an append-only audit trail, and failed deliveries surface in the timeline with one-click retry.

Do you support SAML SSO and SCIM provisioning?

Sign-in today runs through Microsoft Entra (Azure AD B2C), so you get enterprise identity, MFA and conditional access, with per-user and per-meeting permissions enforced server-side and every sign-in and record lookup written to the audit trail. SAML federation and SCIM provisioning are on the roadmap rather than shipped. If either is a hard requirement for your security review, raise it early and we will be straight with you about timing.

We use Fireflies today — can we bring our history across?

Yes. skyNote imports your entire Fireflies history and turns it into searchable skyNote conversations, using a paginated backfill with range checks so nothing is dropped and nothing is duplicated. Your archive is usually the reason switching feels expensive — this removes that, so your organization’s memory is already there on day one.

Can we connect skyNote™ to Claude, ChatGPT or Copilot?

Yes. skyNote runs an MCP server, so with a personal access token your team can connect Claude, ChatGPT or Microsoft Copilot straight to their meetings. Six tools are exposed — search, transcript, summary, action items, upcoming meetings and identity — and every one of them is read-only, so an assistant can look but never change anything. Tokens are issued per user and can be revoked at any time.