Notetaker conversations recap API

Supported products

Scope requirements

Use the Notetaker conversation recap API to retrieve notes produced by Notetaker after a call or meeting. Recap notes include:

Conversation summary: the AI-generated summary stored in the hs_call_summary CRM property.
Action items: structured next steps extracted from the conversation transcript.

Retrieve conversation recaps

To return the AI-generated conversation summary and list of action items for a specific call or meeting activity, make a GET request to /notetaker/2026-09-beta/conversation/recap/{objectTypeId}/{objectId}.

Parameter	Type	Description
`objectTypeId`	Number	ID of the CRM object type. Use `0-48` for calls or `0-47` for meeting events.
`objectId`	Number	ID of the activity.

The response below is an example of when the summary and action items have been generated successfully.

{
  "summary": {
    "value": "The call covered Q3 pipeline review...",
    "status": "SUCCEEDED",
    "errorMessage": null
  },
  "actionItems": {
    "items": [
      {
        "title": "Schedule follow-up demo",
        "assignee": "Jane Smith"
      }
    ],
    "status": "SUCCEEDED",
    "errorMessage": null
  }
}

The response always returns a top-level object containing a summary field and an actionItems field. Each field includes a status indicating whether data is available. Review the status before reading the value. The response below is an example of when the activity has been recorded but Notetaker has not yet finished generating all recap data.

{
  "summary": {
    "value": null,
    "status": "NOT_FOUND",
    "errorMessage": null
  },
  "actionItems": {
    "items": [],
    "status": "IN_PROGRESS",
    "errorMessage": null
  }
}

The response below is an example of when generation failed for the summary, actionItems, or both. Check errorMessage for detail.

{
  "summary": {
    "value": null,
    "status": "FAILED",
    "errorMessage": "Failed to fetch summary"
  },
  "actionItems": {
    "items": [],
    "status": "FAILED",
    "errorMessage": "Generation failed due to no transcript data"
  }
}

The activity must be processed by Notetaker before recap data is available. Requests made before processing completes return a NOT_FOUND or IN_PROGRESS status, not an error.
If an account doesn’t have the notetaker feature, the response returns an empty summary and an empty action item list rather than an error.

Response fields

The response object contains two fields: summary and actionItems. Each has a status that indicates whether data is available.

summary fields

Field	Type	Description
`value`	String \| null	The AI-generated summary text. null when status is not `SUCCEEDED`.
`status`	String	Generation status. See status values below.
`errorMessage`	String \| null	Error detail when status is `FAILED`. null otherwise.

actionItems fields

Field	Type	Description
`items`	Array	List of action item objects. Empty when status is not `SUCCEEDED`.
`items.title`	String	Description of the action item extracted from the conversation.
`items.assignee`	String	Name of the person assigned to the action item, as identified in the conversation.
`status`	String	Generation status. See status values below.
`errorMessage`	String \| null	Error detail when status is `FAILED`. null otherwise.

Status values

Status	Description
`SUCCEEDED`	Data was generated successfully. `value` / `items` will be populated.
`NOT_FOUND`	No data was found. The portal may not have AI Notetaker, or the engagement wasn’t processed.
`IN_PROGRESS`	Generation is still running. Retry after a short delay. Applies to `actionItems` only.
`FAILED`	Generation failed. Check `errorMessage` for detail.

​Retrieve conversation recaps

​Response fields

​summary fields

​actionItems fields

​Status values

Retrieve conversation recaps

Response fields

summary fields

actionItems fields

Status values