The new AI Notetaker features have been a massive timesaver for meeting summaries and follow-ups. However, when discussing client specifics, team members often type or view sensitive details on screen (like contact numbers, budget specifics, or internal IDs) that end up transcribed word-for-word in the notes.
It would be extremely helpful to have an automated sensitive-data masking toggle or a manual ‘redact line’ feature within the generated notes before saving them to the CRM contact record. This would give teams complete peace of mind while keeping client records clean and compliant without sacrificing the automation benefits!